Whether you're creating a proposal using one of our pre-made templates, or starting from scratch, you'll most likely want to change the style of your text to suit your brand. We have a variety of options available to make sure your text stands out, looks great, and fits your brand guidelines.
Here's what this article covers:
Locate Formatting Options
There are two ways to format your text. If you'd like to set default rules for how your text is treated on the page, you can use the "edit styles and formatting" button. You can find this at the top right of the editor:
Once these rules are set, you may find that you want a particular paragraph, phrase, or word to stand out from the others. You can break the default settings by entering the text box and using the toolbar at the top of the editor:
This will override the current default formatting, set new styles for the selected text, and keep it that way until you clear formatting.
We'll go into more detail about each below.
The Type Styles Menu
The Type Styles menu is broken down into several parts:
1. Type Style
This dropdown allows you to select the type style you want to change the default settings for. If, for example, you want to change the colour of Heading 1, you would select "Heading 1" in from this menu.
2. Font Family
Font Family allows you to choose a specific font, from any of the 700 in our Google Fonts Library. If you don't see the font you want to use, it may not be added to your personal list. Click here to see how to add fonts from the font library to your proposals.
3. Type Style Options
Here's where you can change the main styling options for your type style. You can set the font size, line height, font colour, styling options (bold, italic, ALL CAPS, etc.), and alignment for your copy.
If you'd like to set some margins for your text within the text box, you can check the box next to "margins" and set how much pixel spacing you would like between your text and the text box's borders. If you'd prefer to have your text snuggled up next to your borders, you can leave this option off.
The Text Box Toolbar
Once your default type styles are set, you can create individual styling options for certain pieces of text. Simply click into any text box, and the toolbar at the top of the editor will appear. There are several options available:
1. Type Style
This dropdown allows you to select a pre-set type style created from the Type Styles menu explained above. If you're looking for a version of Heading 2 with a slightly larger font size, you can select "Heading 2" from this dropdown and change it directly from this toolbar.
This changes the font size for the selected text in the text box.
3. Font Colour
Click the droplet icon to pull out the colour menu. From here, you can input the RGB colours, hex codes, or select the colour from our colour picker.
You can bold, italicize, underline, or place a strikethrough for your selected text using these buttons.
5. Line Height
This allows you to add additional line height as a multiple of whatever is set in the font styles menu. For example, if you set your line height to 20 pixels in Type Styles, and you select "1.5" in this Line Height dropdown, the selected paragraph will have a new line height of 30 pixels (20 x 1.5).
You can change the alignment of your selected text using this text box.
You can set an ordered (with numbers) or unordered (with bullets) list using these buttons.
8. Create Link
Clicking this button will open the Link menu, where you can turn the selected text into a hyperlink, directing your client to a web page, email address, or specific section within your proposal.
9. Clear Formatting
Click this button to erase all individual formatting in the selected text and revert it to the default styles found in the Type Styles menu.
A Note On Line Height
You may find that your line breaks are large, even when you set the line height much smaller. This is because we have two different types of line break: hard break and soft break.
A hard return occurs when you press enter/return on your keyboard. It creates a brand new paragraph, adding an extra space between the new line and the old. This is great for when you are making two separate statements.
A soft return is different. This is for when you want the two lines more closely related and have the same formatting (like an address line). To add a soft return, press shift+enter/return on your keyboard.