Setting Up Your Company Profile in Proposaly

Introduction

What this article covers:

In this article, we’ll guide you through completing your company profile in Proposaly, including adding your company name, address, logos, branding elements, and linking your social media profiles.

Who this is for:

Business owners and administrators who need to ensure their company details are accurate and up to date.

Why it’s useful:

A complete company profile enhances credibility, ensures branding consistency across proposals, and provides clients with accurate business details for reaching out if needed.

Steps to Complete Your Company Profile

Step 1: Access Company Settings

1. Log in to Proposaly.
2. Click on Menu at the top-left corner.
3. Select Settings from the dropdown.
4. You will be directed to the Company Information page.

Step 2: Enter Basic Company Details

In the Company Information section, enter your:

• Website URL (e.g., https://www.yourcompany.com)
• Company name
• Main email (e.g., info@yourcompany.com)
• Currency
• Phone number (select the correct country code and enter your contact number)
• Physical address (street, city, state, country, and postal code)
• Privacy policy - Standard or Custom by URL (A document that explains how the company collects, uses, shares, and protects users' personal data)

Step 3: Upload Your Company Logos

1. Scroll down to the Logos section.
2. Upload your Black Logo and White Logo (these will be used for branding on proposals and reports).
3. Click Save to confirm the changes.

Tip: Use high-resolution PNG or SVG files for the best display quality.

Need help building the right company stamp or so? Check out this guide!

Step 4: Add Additional Information

1. Expand the Additional Information section.
2. Enter your Company WhatsApp number (optional).
3. Add your social media links:
   • Facebook Page URL(optional)
   • LinkedIn Page URL(optional)
4. Click Save to finalize these updates.

Why link social profiles? Adding social media links enhances your company’s credibility and allows clients to connect with you easily.

Troubleshooting & Tips

Problem: Unable to upload logos?

• Ensure your image file is in PNG or SVG format and does not exceed the file size limit.
• Refresh the page and try again.

Additional Resources

• How to Customize Proposal Templates
• How to Use AI Slides in Proposaly

• How to Build Presentations and Use Slide Types in Proposaly

   

Conclusion

By following these steps, you’ve successfully set up your company profile in Proposaly, ensuring accurate details, strong branding, and seamless client engagement. Need further assistance? Visit our Support Center or contact us at support@proposaly.io.