Setting up the letterhead

To personalize the letterhead for your business, head over to Settings > Workspace Settings.

CleanShot - RevOps Console on Google Chrome - Taken on 10-19-2022 2@2x

What is the letterhead?

A letterhead is the heading at the top of a sheet of paper or document. It typically consists of a name, address, and logo.

 

Here, you can enter your business name and address. Additionally, you can upload your business logo by clicking on "Edit Image".

CleanShot - RevOps Console on Google Chrome - Taken on 10-19-2022@2x

For reference, the maximum image size that maybe uploaded is 5MB. When displayed in the letterhead, larger logo images will be scaled down to a maximum of 350px width by 100px height.

 

In addition to the letterhead, the uploaded logo will also be used:

  • on emails sent to your customers on your behalf,
  • when your customer logs in to view your proposal
    CleanShot - RevOps Console on Google Chrome - Taken on 10-19-2022 3@2x
  • and in the header of your proposal.
    CleanShot - RevOps Console on Google Chrome - Taken on 10-19-2022 4@2x