You can customize your proposals- more specifically, you can upload a logo, add contact information, define terms and conditions. Please keep in mind that to apply any of the following changes, you must be logged into your account as the Admin.

Uploading your Firm’s Logo

To add a logo to your proposals, please follow the below steps:

  1. Once logged in, click Main Menu (≡) on the header, then click Settings.
  2. Click Firm Logo & Info.
  3. Click Choose file to locate the picture file from your computer.
  4. Select the image to upload, then click Upload.
  5. Click Save.

Once you save, your logo will appear on your proposals.

Managing the Firm’s Contact Information that Appears on Proposal

The firm information that appears on your proposal is taken from your Firm Settings. To add/edit firm’s contact information, please follow the below steps:

  1. Once logged in, click Main Menu (≡) on the header, then click Settings.
  2. Click Firm Logo & Info.
  3. Add Firm’s Name, Email address, Phone Number, Fax Number, and Location.
  4. Click Save.

Once you save, your Firm’s contact information will appear on your proposals.

Terms and Conditions

The terms and conditions that appear on your proposals are taken from your Firm Profile Settings. To add/edit terms and conditions, please follow the below steps:

  1. Once logged in, click Main Menu (≡) on the header, then click Settings.
  2. Click Proposal Options.
  3. Add your Default Terms and Conditions.
  4. Click Save.

Once you save, your terms and conditions will appear on your proposals.


Learn more about Proposals


Related Articles:

Create a quick proposal
Clone proposal
Share proposals to your contacts
Download PDF of a proposal
Edit proposal
Proposal searches
Use filters to sort quick proposal
Delete proposal


About LawGro:
LawGro is a virtual law office management software - it enables lawyers to increase client happiness and grow law firm business.

Did this answer your question?