Editing Styles and Formatting

Trying to design the perfect proposal is hard enough. You have to find a way to present your product in a way that is consistent, eye-catching and appealing. The presentation must look as good as your product, while also relieve a pain point for your customer. The last thing you want is to waste time searching for some basic style and formatting functions. This is where we’ve got you covered.

In this article, we'll show how to find your formatting options, how to navigate them, and how to save your choices. Looking for a quick answer? Here's a breakdown of what this article contains:

The “edit styles and formatting” button is the place for all your proposal-wide settings. That way, you can set the look of the whole proposal. With this tool you can update the recurring font styles, default table styles, and page format.

The Styles and Formatting Menu

You can access these options by clicking the “edit styles and formatting” button. You can find this at the top right of the page:

Clicking the “edit styles and formatting” button launches the "style and formatting" mode. You'll find a preview of your proposal on the left-hand side, so you can see changes in real-time. Your format options will show on the right:


The “type” tab allows you to change font styles. These include line heights, text colours, and other proposal-wide formatting options. You can read more about how to use global type styles by clicking here


The “tables” tab allows you to set the standard background colour, font style and padding of all your tables. You can learn more about default table styles here.


The “page” tab lets you choose your page size,  margins for page flow text boxes, and orientation. You can read more about page setup here.

Switching Tabs

You can click on elements in the preview pane to immediately jump to the settings for that element. If you’re done editing your page settings and want to edit a particular font style, click on text with that style. Looking to edit a table after that? Click on a table in the preview and you’ll see the settings appear. Here’s a GIF to show how it works:

Saving Your Settings

Once you’ve made your changes, you can save your settings by clicking the “save” button found at the bottom of the menu:

Returning To the Editor

If you’ve changed your mind and would like to return to the editor, you can click the “cancel” button, found next to “save”:

You can also exit by clicking the “close” button found at the top right of the preview:

Looking for some more details on how to format your text? Here are some related articles:

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