Specially Prepared For
A personalised vanity page that makes the client feel the proposal was crafted just for them.
Overview
This section adds a personal touch to your proposal. It addresses the client by name, introduces who is presenting, and includes a custom message and signature.
Layouts
| Layout | Description |
|---|---|
| Letter | Full-bleed, formal layout with a traditional letter feel. |
| Postcard | Centred, compact layout with a lighter, modern style. |
Fields
- Eyebrow label: small text above the client name (defaults to "Specially prepared for")
- Client contact name: the person receiving the proposal
- Job title: the client contact's role
- Organisation logo: upload the client's company logo for an extra personal touch
Sender
The "From" dropdown lets you choose who is presenting the proposal. You can select yourself or any team member from your account.
The sender is captured as a snapshot when the proposal is created. If you later update your profile photo or job title, those changes will not affect proposals that have already been sent.
Personal Message
Use the rich text editor to write a custom note to the client. This is a great place to reference your conversation, mention specific requirements, or simply thank them for the opportunity.
Signature
Your signature is pulled automatically from your profile or the selected team member's settings.
Upload your signature image in Settings > Profile for a professional finishing touch.