--- title: Company Details, Branding, and Default Proposal Controls description: Set your proposal contact details, Cover page title and subtitle, default page visibility, and accent colors so every exported proposal matches your brand. --- [Skip to content](https://help.scanifly.com/company-details-branding-and-default-proposal-controls#main-content) English Show submenu for translations ![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) Open main navigation Close main navigation - English Show submenu for translations Hi, how can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.scanifly.com/?hsLang=en) 2. [Scanifly Proposal Tool](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en) 3. [Setup and Global Settings](https://help.scanifly.com/scanifly-proposal-tool?hsLang=en#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](https://help.scanifly.com/company-settings?hsLang=en), and the rest you set here. Knowing which is which saves you time hunting for the wrong field. This article covers three settings groups: your proposal contact fields, your Default Proposal Controls (title, subtitle, and default page visibility), and your color scheme. 🚧 **Admin only** 🚧 Company Details is part of global settings, which requires the **Manage proposals** permission. For more on who can access what, see [Proposal Tool Permissions: Who Can Do What](https://help.scanifly.com/proposal-tool-permissions-who-can-do-what?hsLang=en). --- ### Pulled From Your Scanifly Portal Company Settings, Not Editable Here These values come directly from your [Scanifly company settings in portal](https://help.scanifly.com/company-settings?hsLang=en). 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. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Aug-06-2026-03-26-08-9952-PM.png?width=622&height=676&name=image-png-Aug-06-2026-03-26-08-9952-PM.png) --- ### 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. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Aug-06-2026-03-28-28-5611-PM.png?width=670&height=361&name=image-png-Aug-06-2026-03-28-28-5611-PM.png) ### 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. For a page-by-page look at what each of these pages includes, see [Standard Proposal Example](https://help.scanifly.com/standard-proposal-example?hsLang=en). ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Aug-06-2026-03-45-42-4547-PM.png?width=855&height=312&name=image-png-Aug-06-2026-03-45-42-4547-PM.png) ### 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. See [Template Builder: Access, Templates, and Pages](https://help.scanifly.com/template-builder-access-templates-and-pages?hsLang=en) for how templates reference these colors. ![](https://help.scanifly.com/hs-fs/hubfs/image-png-Aug-06-2026-03-46-05-0272-PM.png?width=853&height=316&name=image-png-Aug-06-2026-03-46-05-0272-PM.png) --- ❗ **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 on how settings are grouped and saved, see [Presets: How Settings Are Grouped and Saved](https://help.scanifly.com/presets-how-settings-are-grouped-and-saved?hsLang=en). --- For more on setup order, see [Set Up the Proposal Tool: Order of Operations](https://help.scanifly.com/set-up-the-proposal-tool-order-of-operations?hsLang=en). For more on adding supporting images and PDF content pages, see [Media Library and PDF Content Pages](https://help.scanifly.com/media-library-and-pdf-content-pages?hsLang=en). 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