If you regularly include the same information in your proposals, like your business details, terms, and payment instructions, Hubflo lets you set it all up once so it’s ready to go every time.
You can configure all of this from:
⚙️ Settings → Billing
Company Information
Set up your company details, which will appear on your proposal PDFs:
Company name, email, phone, and address
Legal form (e.g., LLC) and registration numbers
Tax ID (optional)
Proposal Numbering
Hubflo automatically manages your proposal numbering to avoid any gaps.
Set your proposal prefix (e.g.
P-)Use dynamic variables like
{{year}},{{month}}, or{{day}}Define the next proposal number to continue your sequence
⚠️ Once saved, your numbering format cannot be changed.
PDF Layout & Design
Customize the visual layout of your proposals:
Logo size: Small, Medium, or Large
Font size & weight
Line spacing
Main & secondary colors
Footer text (add disclaimers, terms, or legal notes)
Default Messaging
Set up reusable messaging that appears in every proposal:
Introduction message (shown on the public page and in emails)
PDF comment (appears only in the downloadable document)
Payment Settings for Proposals
Predefine:
Default VAT rate
Payment terms (e.g., “Due in 30 days”)
Accepted payment methods (e.g., bank transfer, ACH, PayPal)
Payment instructions and late payment terms
These details will auto-fill in each new proposal—saving you time and keeping information consistent.