---
title: "Set up your proposal settings"
description: "Set up default settings for all your Hubflo proposals"
url: https://support.hubflo.com/en/articles/11391146-set-up-your-proposal-settings
collection: "Proposals & contracts"
updated: 2026-10-26
language: en
alternates: [fr]
---

# Set up your proposal settings

Set up default settings for all your Hubflo proposals

Configure your proposal defaults once in ⚙ **Settings** → **Billing** and they'll auto-fill in every new proposal. You can always override these per proposal without changing your saved defaults.

## Company information

Set the business details that appear on your proposal PDFs:

-   Company name, email, phone, and address
    
-   Legal form (e.g., LLC) and registration numbers
    
-   Tax ID (optional)
    

## Proposal numbering

> **Error:** **Important:** Once saved, your proposal numbering format cannot be changed. Make sure it's correct before confirming.

Hubflo automatically assigns a unique, sequential number to each proposal you issue. To configure the format:

1.  Scroll to **Numbering for proposals/invoices**.
    
2.  Set your prefix (e.g. P-) and the starting number for your next proposal.
    
3.  Click **Save**
    

Use dynamic variables like `#{{year}}`, `#{{month}}`, or `#{{day}}` in your prefix to include date information automatically:

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_8198.png)

If you've already sent proposals outside of Hubflo, set the next proposal number to continue your existing sequence.

## 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)
    

![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_3881.png)

## Default messaging

Set up reusable messaging that appears in every proposal:

-   **Introduction message** shown on the public proposal page and in emails. Not included in the PDF.
    
    ![](https://staticfiles.gleap.io/helpcenter/6a4bcc4e8b024171cc9027af/20260709133131_7154.png)

-   **PDF comment** appears in the downloadable document only. Use it for disclaimers or legal terms.
    

## Payment defaults

Pre-fill your standard payment settings so they're ready in every new proposal:

-   Default VAT rate
    
-   Payment terms (e.g. due in 30 days)
    
-   Accepted payment methods
    
-   Payment instructions and late payment terms