Proposals Settings
Branding, default merge variables, and proposal templates for your organization.
Company
No logo
Upload logos to the Content Library first.
Default Signer (pre-signed on each proposal)
Company Address & Web
Used for tab labels like "About ABS". Available as {{brand_company_short_name}}.
These auto-seed as {{brand_company_address}}, {{brand_company_city}}, etc. on every new proposal.
Contact (shown in document footer)
Saved ✓
Default merge variables
Copied into every new proposal. Use as {{var_key}} in content.
Key Label Default value Required Actions
Variables reference
Every variable available in templates and proposals. Click a token to copy.
Service Agreement Templates
Reusable agreement body text. The default is seeded into every new proposal. Supports {{variables}}.
Name Preview Default Actions
Reference Templates
Reusable references blurb. The default is seeded into every new proposal's References section. Supports {{variables}}.
Name Preview Default Actions
Investment Report Defaults
Seeded into the Investment section of every new proposal. Use {{variables}} in the lead-in lines.
Saved ✓
Proposal templates
Saved starting points. Section blueprints (and signature field placement) are edited inside the builder.
Name Document type Description Default Actions