Proposal design
Proposal design: quotes that look like your business
Your quote lands in a client’s inbox next to two others. Make yours the one that looks like your business. Start from a ready-made look, tell Sammy what you want in your own words, or let him match your logo’s colours or your website. He shows you every page before anything changes, and your prices, GST and terms stay exactly as they are.
What is a proposal style?
A proposal style is the look of the PDF your client gets: the colours, the fonts, the layout and how big the photos are. Sammy writes the style for you on an A4 page, then checks the PDF before you see it.
The style only changes the look. Your estimate still supplies the client details, the line items, the prices, the totals and the terms you picked, so you edit those in the estimate as usual. The quote page shows the styled PDF, which is exactly what your client gets.
Custom proposal styles come with Sammy Pro, including your free trial and a Pro team plan.
How it works
- Open a saved quote and switch to Proposal. Then tap Customise style. Your proposal stays on screen and Sammy’s chat switches to style instructions.
- Pick a starting point. Choose Classic, Bold, Minimal, Natural or Premium under Start from a style. On your phone, swipe across the previews.
- Tell Sammy what you want. Something like “dark green headings, big photos, keep it clean”, or tap one of the idea chips to start from a brief.
- Give him something to match. Tap Add reference and pick My logo, and he builds the palette from your logo’s colours. Or give him your website’s address, or upload a screenshot of a style you like.
- Check every page. Sammy shows you the whole PDF. You can leave the page while he works and come back.
- Tap Apply to proposal. Nothing changes on the proposal you send until you do. Tap Save style to keep it for every quote from now on.
Match your logo or your website
- Your logo. Add reference, then My logo, and Sammy builds the palette from your logo’s colours.
- Your website. Add reference, then A web page, and type your website’s address. Sammy takes a picture of the top of the page and matches its colours, fonts and feel. He reads the page’s look, not its words: nothing from it, like its prices or phone number, goes into your proposal.
- A style you like. Upload a screenshot instead. You can attach up to two PNG, JPEG or WebP images, each under 4 MB.
Your logo on the proposal itself still comes from your settings, whichever way you style it.
Keep your styles and reuse them
- The Style switcher holds the Sammy default, the five starter styles, every version you’ve made on this proposal and your saved styles. Picking one changes the preview, not your proposal.
- Save style adds it to your library. Account owners and admins can make it the default for new proposals. Proposals you’ve already made keep their style.
- The Sammy default is always there. Ask for changes to it and Sammy makes a new version, so the default stays as it was.
- New style starts the chat again from the Sammy default. Nothing is deleted: the styles you made are still in the switcher.
Once your proposal looks right, your client can accept it and sign on their phone. See digital signatures.
Questions tradies ask
Will a new style change my prices?
No. Your prices, GST and terms stay exactly as they are. The style only changes the look, and your estimate supplies everything on it.
Do I need to know anything about design?
No. Pick one of the five ready-made looks, or say what you want the way you’d say it to a mate. If it’s not right, ask for a smaller change and Sammy tries again.
What if I change the quote after styling it?
The preview updates on its own once your changes save. Check the new pages before you send.
Can I style a quote I’ve already sent?
Only a quote in Draft can take a new style. Send the quote back to Draft, then apply the style. Your client’s acceptance page still works as before.
Can I schedule a styled proposal to send later?
No. A custom style goes with Send now. Scheduled sending needs the Sammy default style.
What if Sammy gets it wrong?
Your last good style stays available if a style fails or you cancel it. Try a smaller, more specific change, or pick an earlier version from the Style switcher.