Overview
The cover letter is the customer-facing introduction on proposal PDFs — thank-you message, project summary, or company pitch.
Where in the app: Business Settings → Default Values → Cover Letter
Open: Cover letter
Use the rich-text editor. Per company profile when multi-location is active.
Tips
- Keep it brief — one or two paragraphs
- Reference your Company Info branding; logo appears when enabled on documents
- Override on individual quotes from the proposal Documents step if needed
Click Save Changes after editing.