To take your Quote/Proposal to the next level you can add a Company Logo to the Customer record for that extra special touch on the Quote/Proposal Cover Page. Follow the steps below to add a Company Logo:Elevate your business proposals with a personalized touch by incorporating your client's company logo. Adding a company logo to the customer record not only enhances the visual appeal of your quotes and proposals but also showcases a professional and tailored approach. This guide will walk you through the simple steps required to seamlessly integrate the company logo onto the cover page of your proposals, leaving a lasting impression on your clients. Let’s get started!
Navigate to and open the Bill To Company for the Quote you’d like to add a Company Logo.
Locate the Company Logo (we recommend doing a Google search for the company name + “logo”)
Right click to copy the Logo
Back in e-manage|ONE > → Click on the drop down next to Company Logo (top toolbar within Company Record) > Select the “Paste” icon in the upper right-hand corner
Select “Save” on the Company Record and you are now ready to re-print your Quote with Cover Page!