How to theme your templates and documents

Creating branded documents that reflect your company's visual identity helps make a lasting impression on prospects. Proposify provides comprehensive design controls to customize your document appearance.

Key Design Elements

Content Structure Start with organizing your information using text blocks. See Adding Text Blocks to Documents for guidance on creating and positioning content elements.

Typography Establish consistent text formatting throughout your documents. Working with Text Formatting and Styles covers heading hierarchies, font selection, and text styling options.

Font Management Access Proposify's extensive font library to match your brand guidelines. Managing Fonts explains how to enable specific typefaces and apply them consistently.

Visual Content Incorporate branded images, logos, and graphics into your documents. Adding and Managing Images in Documents covers upload options, sizing, and placement strategies.

Document Presentation Control the overall canvas including margins, backgrounds, and spacing. Document Style Options details how to set up fundamental presentation elements.

Building Brand Consistency

Template Strategy Create well-designed templates that can be customized for specific situations. This approach ensures consistency while allowing flexibility for different client needs.

Visual Hierarchy Use consistent fonts, colors, and spacing patterns across all documents to build recognition and trust with prospects over time.

Professional Design Services

For businesses wanting custom-designed templates without the learning curve, Proposify offers professional template design services. Our design team creates branded templates that reflect your unique identity while optimizing for engagement.

When to Consider Professional Design:

• Multiple template variations needed
• Complex branding requirements
• Preference to focus on business rather than design
• Industry-specific optimization requirements

Learn more at Professional Template Design Services.

Getting Started

1. Review Brand Guidelines: Identify your fonts, colors, and communication style
2. Start with Typography: Establish text formatting and hierarchy
3. Add Visual Elements: Incorporate logos, images, and brand colors
4. Test and Refine: Review how designs perform and make adjustments

Need Help? Contact support through in-app chat for assistance with design questions or template strategy.