Working with multiple identities and trade names

You can work with multiple trade names in proposals. Create one design theme for each trade name.

Some items will be controlled from the account itself. These are for example: email shipments, Offorte account address and personalization company data. You can solve the personalization fields by not using the company personalization fields in your proposal, but simply typing your address in the text.

Multiple house styles

With multiple design themes, you can choose the logo, colors, fonts, stationery, and visual style for each proposal. This lets you create proposals for multiple products or companies in one account. You can create or copy a design theme in Settings.

Assign a design theme

When you create a new proposal, choose a design theme. For an existing proposal, change the design theme in the proposal details under Design.