Your proposal PDF can open with a cover page and an introduction to your company before it ever gets to numbers. Both live in a panel called Configure PDF, which you’ll find on the quote screen — turn on Cover page, upload a photo, turn on About page, and write a few lines about who you are. Set it once and every proposal PDF you send from then on carries them.
Why This Matters
A homeowner comparing three bids is usually looking at three plain spreadsheets. A document that opens with a photo of your work and a page introducing the people who’ll be in their house does something a price sheet can’t: it makes you a company rather than a number. And because these settings live at the company level, you’re not rebuilding them job by job — you write your story once and it rides along on every proposal after that.
Where to Find It
There are two doors into the same panel.
From the quote screen. Open the project, click Finalize Quote, and look at the panel down the right-hand side. Below Download Contract as PDF you’ll see Configure PDF with a small gear beside it.
From the Quote Analysis popover. On the project page, hover over the Finalize Quote button and a popover appears. At the bottom, under Send Manually, there’s a Download PDF button with a gear tucked against its right edge. That gear is the same panel — handy when you want to check your settings right before downloading.
Either way, the same panel slides in from the right with three switches: Cover page, About page, and Contract.
Setting all this up is a desktop job — the panel lives on the web app, so grab a computer rather than your phone.
Setting Up Your Cover Page
Open Configure PDF and switch on Cover page.
Click the upload area and pick an image. A photo of finished work in the style of the job you’re bidding tends to land better than a logo — the logo is already on the document.
That’s it. The panel saves the moment you flip the switch.
Your cover comes out as the image across the top of the page, with Proposal for and the project name and address below it, plus the project number underneath.
One thing to watch: turning Cover page on without uploading an image gives you a cover with a blank grey band where the photo should be. It’s not broken, it’s just empty — either upload something or leave the toggle off.
Setting Up Your About Page
Switch on About page.
Write your Who We Are caption. You’ve got room for a solid paragraph or two — around 700 characters, and a counter in the corner keeps you honest. This is your “who we are and how we work” pitch, so write it the way you’d say it standing in someone’s kitchen.
Add up to three Featured people with + Add People.
For each person you get a photo, a name, a role, and a short description. Here’s the shortcut worth knowing: start typing a name and Eano searches your own team directory and offers matches. Pick one and their photo and role drop straight in, so you’re only writing the description.
Anything you change on this form affects the PDF only — it never touches that person’s actual profile in My Team. The panel says as much in small print under the fields. So if your lead carpenter’s official role is one thing and you’d rather introduce him to clients as another, that’s fine.
The finished page comes out headed Who We Are — your caption first, then your people underneath with their photos. Worth knowing, since the switch is called “About page” but the page itself says “Who We Are.” Same thing.
The Contract Toggle
The third switch in the panel is Contract, and unlike the other two it starts out on. It controls whether the legal agreement and signature block get included in the PDF you download.
Turn it off and you get a clean quote — cover, company intro, scope, milestones — without the contract language. That’s the version to send when someone just wants to see numbers and isn’t ready to talk terms.
Turning it off does not remove the contract from what your client actually signs. Signing runs on its own document, and the legal text is always part of it. This switch only shapes the PDF you download or share.
A Few Things Worth Knowing
These are company-wide settings, not per-project ones. There’s one cover image, one caption, and one set of featured people for your whole company. You can’t use a different cover photo for a kitchen job than for a roof job, and a change you make applies to everyone’s proposals — including ones your teammates send.
There’s no Save button, and you don’t need one. The switches save as you flip them. The caption saves when you click away from the box, so finish typing and click somewhere else before you close the panel.
The page order is fixed. Cover first, then Who We Are, then the proposal itself — project details, scope, options and finishes, milestones — with the contract last. There’s no way to reorder or drop the middle sections from here.
The cover and About pages don’t appear in the document your client signs. The signing document stays deliberately plain: contract text and signature blocks, nothing else. Your presentation pages live in the PDF you download and in the PDF a client downloads from a shared quote link.
This is about the PDF, not the online view. When your client opens the quote in their portal, they see the web version. The cover and About pages are part of the document, not the screen.
An About page with nothing in it still prints. If you switch it on and leave the caption blank with no people added, you’ll get a page with a heading and empty space below. Fill it in, or leave the toggle off until you have.
Frequently Asked Questions
Do I need to be an admin to change this? No. The panel sits on the quote screens, so anyone on your team who can prepare and send a quote can open it. Just remember that it’s a company-wide setting, so their edits change everyone’s proposals — worth agreeing internally on who owns the wording.
Can I use a different cover image for each project? Not currently. It’s one image for the whole company. If per-project covers would make a real difference to how you sell, tell us — that kind of request is how we decide what to build next.
Can I feature more than three people? No, three is the cap, and the + Add People button disappears once you’ve added the third. If you want to swap someone out, remove one of the existing three first. For a bigger crew, pick the people the client will actually deal with — that’s usually more persuasive than a full roster anyway.
Why doesn’t my cover page show up on the contract my client signed? Because it isn’t supposed to. The document that goes out for signature is the contract itself, kept plain so what’s being agreed to is unmistakable. Your cover and About pages are part of the proposal PDF, which is a different document.
I turned Cover page on and my PDF has a big grey rectangle at the top. That’s the cover with no image in it. Open Configure PDF and upload a photo.
My caption disappeared after I closed the panel. The caption saves when you click out of the text box. If you type and then immediately close the panel, the last edit may not have been committed. Type, click somewhere else in the panel, then close it.
Where does the client photo and role come from when I search my team? From that person’s profile under People > My Team. Eano pulls their photo and role in as a starting point, and anything you edit afterwards applies only to the PDF.