![SCANIFLY-LOGO-Color-2022.jpg]](https://help.scanifly.com/hs-fs/hubfs/SCANIFLY-LOGO-Color-2022.jpg?height=40&name=SCANIFLY-LOGO-Color-2022.jpg){kind=logo}
Company Details, Branding, and Default Proposal Controls
### Scanifly Proposal Tool
* Setup and Global Settings
* Company Details, Branding, and Default Proposal Controls
##### Setup and Global Settings
### Company Details, Branding, and Default Proposal Controls
#### Add your contact details, proposal title and subtitle, default page visibility, and brand colors so every proposal looks like it came from your company.
Company Details is where your branding lives. Some of what appears on a proposal comes from your Scanifly company settings in portal, and the rest you set here. Knowing which is which saves you hunting for a field that is not in this panel.
🚧 **Admin only** 🚧
Company Details is part of global settings, which requires the **Manage proposals** permission.
For more information on Proposal Tool Permissions: Who Can Do What, please see this support article: [link placeholder].
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##### Pulled From Your Scanifly Portal Company Settings, Not Editable Here
These values come directly from your Scanifly company settings in portal. You cannot change them in the Proposal Tool:
* **Company name**
* **Street address**
* **City**
* **State**
* **Zip**
* **Country**
If any of these are wrong on your proposals, fix them in your Scanifly company settings in portal, not here.
[Image: Screenshot of the Company Details panel showing the portal-sourced name and address fields]
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##### Set Here
Everything below is configured in the Proposal Tool.
##### Proposal Contact Fields
Your contact details as they appear on the proposal. On the standard proposal these print in the Cover page footer alongside your company name, for example your phone number and website.
[Image: Screenshot of the proposal contact fields in the Company Details panel]
##### Default Proposal Controls
**Default Proposal Controls** is the in-product label for this group of settings. It covers what your standard proposal shows when someone exports it:
* **Title.** The main heading on the Cover page, for example "Your Solar Proposal".
* **Subtitle.** The supporting line under the title, for example "Savings you can trust".
* **Default page visibility.** Which of the five pages are on by default when someone exports: Cover, Executive Summary, Technical Analysis, Technical Details, and Additional Images.
A salesperson can still toggle individual pages on or off for a single export, or click Use Saved Defaults to return to what you set here.
[Image: Screenshot of the Default Proposal Controls section with title, subtitle, and page visibility toggles]
For more information on What's Included in the Standard Proposal, please see this support article: [link placeholder].
##### Color Scheme
Set the accent colors used on your proposals. Click a color and adjust it to match your brand colors exactly.
Accent colors apply to the standard proposal, and to custom templates that reference them. A custom template that does not reference your accent colors will not pick them up, so if you build your own templates, reference the color scheme rather than hard-coding colors into a page.
[Image: Screenshot of the color scheme controls with a color picker open]
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❗ **IMPORTANT**
Company details are preset settings. Nothing you change here is saved until you click **Update Preset**, or choose to discard the change or save it as a new preset. Leaving global settings without doing one of those three loses your work.
For more information on Presets: How Settings Are Grouped and Saved, please see this support article: [link placeholder].
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##### Company Details Can Differ Per Preset
Because company details are stored on the preset, a commercial division can show a different contact than a residential one, and each can carry its own title, subtitle, and colors.
[NEEDS CLARIFICATION: since the company name and address block comes from your Scanifly portal company settings, can a preset actually show a different location, or can a preset only change the proposal contact fields, title, subtitle, default page visibility, and color scheme? The walkthrough says company details differ per preset, and also says the name and address are portal-sourced. These two statements need reconciling before publish, because an admin setting up a second territory will ask this directly.]
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For more information on Presets: How Settings Are Grouped and Saved, please see this support article: [link placeholder].
For more information on Set Up the Proposal Tool: Order of Operations, please see this support article: [link placeholder].
For more information on Media Library and PDF Content Pages, please see this support article: [link placeholder].
If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.
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## Draft Notes
*Not part of the published article.*
**Screenshot/GIF capture list:**
1. [Image: Screenshot of the Company Details panel showing the portal-sourced name and address fields]
2. [Image: Screenshot of the proposal contact fields in the Company Details panel]
3. [Image: Screenshot of the Default Proposal Controls section with title, subtitle, and page visibility toggles]
4. [Image: Screenshot of the color scheme controls with a color picker open]
Worth considering: a before and after pair showing a Cover page with default colors and then with brand colors applied. That would sell the color scheme section better than the picker alone.
**Needs clarification:**
- Whether a preset can change the address block, or only the contact fields, title, subtitle, default page visibility, and color scheme. This is the open question flagged in the plan as blocking D3, and it is marked inline in the article.
- Confirm exactly which contact fields exist. The sample export shows a phone number and a website in the Cover footer, so this draft names those two as examples rather than listing the full field set.
- Confirm whether a company logo is uploaded here, in portal, or in the media library. The walkthrough describes Company Details as "how you can add company branding" but never mentions a logo upload, while the salesperson-facing material refers to a logo appearing on custom proposals. Do not add a logo step to this article until this is confirmed.
- Confirm whether the color scheme is a fixed set of named accent slots or an arbitrary number of colors, and what those slots are called in product.
**Terminology note:**
- "Default Proposal Controls" is used here only as the literal in-product settings label. The output document is called the standard proposal everywhere in this article, never a "default proposal."
**Suggested cross-references:**
- C1 (Generate, Preview, and Save a Proposal) should link here, since default page visibility is set here.
- C2 (What's Included in the Standard Proposal) should link here for title, subtitle, contact fields, and accent colors.
- D1 (Set Up the Proposal Tool: Order of Operations) links here from step 3.
- F1 and F2 (Template Builder) should link here for the point about custom templates referencing accent colors.