Overview
How do we all remember our favourite businesses so easily? Brand consistency and recognition can be difficult to achieve, especially when your main focus is the actual work you do for your clients. With the CapIntel platform we make it easy to set up your brand to help you remain at the top of your client's minds when it comes time to purchase investments.
Creating a Header
Part of our Pro and Enterprise packages include the ability to customize your header and help you stand out from the rest! For Enterprise users, we have you covered with out white-label templates, matching your company's designs, making it even faster to create an appealing proposal.
When you click Export PDF from your comparison, there will be template options to select from. Choose the template you would like to work with, and you will find yourself viewing your proposal. This document is still editable, so you can make any final adjustments to the information being shown. In order to adjust the header on editable templates, click the Options button above your left toolbar. From here, you can alter the header colour, design and layout of the proposal as seen below.
Updating your Information
Part of keeping your brand intact involves updating your profile as it changes. To do this, start from a main page and click your name in the upper right corner. From here, select Settings.
Now you can update all your profile information. This will now be reflected in your proposals on your headers.
Still have questions? Let us know how we can help at support@capintel.com.