Branding and Cover Page
Set the logo, colours, contact details and cover page that appear on every exported proposal.
Branding and Cover Page
Branding controls how exported proposals look to the buyer: your logo, colours and contact details on the cover page, plus the header and footer on every page. You set it once for your organization.
Find it under Settings › Proposal Templates › Document branding (below the template list; on a phone, the Branding tab).
How to set up branding
How to use your own Word cover page
You can replace the built-in cover with a cover page you designed in Word. Cothon fills in the placeholders for each proposal and keeps everything else (fonts, images, layout) exactly as you made it.
- Under Cover page, click Download sample.
- Restyle the sample in Word. Keep the placeholders you want.
- Click Upload Word cover and pick your .docx file (up to 10 MB).
- Cothon lists the placeholders it found. Anything it does not recognise is left as typed.
Type placeholders anywhere in the cover, including tables and text boxes:
| Placeholder | Filled with |
|---|---|
{{rfp_title}} | Solicitation title |
{{proposal_title}} | Proposal title |
{{buyer_name}} | Buyer organization |
{{solicitation_number}} | Solicitation number |
{{closing_date}} | Closing date |
{{submission_date}} | Submission date |
{{company_name}} | Company name |
{{company_address}} | Company address |
{{company_phone}} | Company phone |
{{company_email}} | Company email |
{{company_website}} | Company website |
{{signatory_name}} | Signatory name |
{{signatory_title}} | Signatory title |
To go back to the built-in cover, click Remove.
Note
If your Word cover cannot be applied to an export, Cothon uses the built-in cover for that file and tells you.
Keep your cover in SharePoint
Instead of uploading, an owner or admin can click Link from SharePoint. Cothon then picks up changes to the Word file automatically. See SharePoint Sync.
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