Proposal Signature & Defaults
Applied to every Institutional Partnership Proposal — set once, reused everywhere.
Brand & Assets
Logo and signature images shown on the proposal
Signatories
Names and titles shown under each signature
Defaults for New Proposals
Pre-filled when an admin starts a new proposal
Legal Entity & Footer
Shown in the footer of every proposal page
When off, only the entity name is shown.
Cover Page Defaults
Default cover-page text applied to every proposal; per-proposal overrides take precedence
About Section Defaults
Default heading and body for the 'About' section on the Executive Summary page
Showcase Section Labels
Default headings and sub-headings for the Team, Testimonials, and QR Links pages. Leave blank to use the built-in labels. Per-proposal overrides take precedence.
Benefits Section Labels
Default headings and sub-headings for the Organizational and Member benefits pages. Leave blank to use the built-in labels. Per-proposal overrides take precedence.
Investment Heading Default
Default heading for the Investment table on the Recommended Plan page. Leave blank to use the built-in 'Investment'. Per-proposal overrides take precedence.
1:1 Financial Coaching Defaults
Default coaching settings inherited by new proposals. Off by default; admins opt in per-proposal.
When off, coaching starts unchecked in the editor.
Pre-filled on new proposals. 0 means no coaching seats until the admin enters a count. Independent of the plan member limit.
Standard QR Links & Showcase Defaults
The default set of QR links inherited by every proposal, and which showcase pages are included by default.
Each link renders as a QR code on the proposal's "Connect With Us" page. Proposals inherit this set unless customized per-proposal.