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Drawings & documents · Proposal

Brand, pages and PDF

Set your logo, colors and type, the page size, and print the client or internal copy as a PDF.

Project details #

Click Project & page at the top of the list. Fill in Project, Client, Location, Proposal date and Proposal number. The cover, the letter and the page headers and footers use them.

Page setup #

Also under Project & page:

  • Size: Letter (8.5 × 11 in) or Tabloid (11 × 17 in).
  • Orientation: Portrait or Landscape.
  • Each section starts a page: on, every section begins on a new sheet. Off, sections flow one after another.

The pages in the middle are laid out at the real sheet size, so what you see is what prints.

Brand #

Click Brand at the top of the list:

  • Firm or name, Tagline and Logo. The logo and firm name print in every page header and on the cover.
  • Colors: Primary (headings), Accent (rules, tags), Body text and Muted text. Reset colors puts the defaults back. To take the colors from a Color Lab palette, see Linked sources.
  • Type: a font for Headings and one for Body: Sans (system), Serif, Humanist or Monospace. These are fonts already on the computer, so the PDF looks the same everywhere it opens.
  • Contact: Address, Phone, Email and Website, printed on the cover.

The brand is saved with each proposal.

Check the pages #

  • A page with something taller than the sheet shows a warning: "Something on this page is taller than the page". Shorten the text, or split it into paragraphs.
  • If no section is turned on, the middle shows "Nothing to print: turn a section on in the list."

Save as PDF #

  1. Open Export ▾.
  2. Click PDF: client copy or PDF: internal copy. Each item shows the sheet size and the page count.
  3. Your browser's print window opens. Pick Save as PDF as the printer and save.

The PDF has real text, not a picture of it, so it stays sharp at any zoom. The internal copy's pages are tagged "Internal" in the header.

Download the proposal file #

Export ▾ → Proposal file (.proposal.json) downloads the whole proposal as a file: a backup you keep yourself.

Which exports you can use can depend on your role on the project. See Exports.