Logo for Proposal Report and Submittal Proposal Report

This article provides information to upload/update logos to Proposal Report and Submittal Proposal Report in COMPAS Go. Details on how to have customized logo in both the reports is explained in detailed.

Note: Logo in Proposal Report and Submittal Proposal Report are independent and are not related. Click on the following icons for the respective informations.

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  Proposal Report

1. Login into COMPAS Go and open the quote for which the logo needs to be uploaded. The user has the following information. Click on the "Report" button from the action menu as shown below.

2. On doing so, the following is available for the user to generate the reports. 

3. Select the proposal report and click on the options. Now select the check box to include the custom logo and then select the logo

4. On generating the proposal report, the custom logo will be displayed

  Submittal Proposal Report

1. Login into COMPAS Go and open the quote for which the logo needs to be uploaded. The user has the following information. Click on the "Submittal Package" options button from the action menu as shown below.

2. On doing so, the following option is available for the user.

3. Select the proposal logo check box and select the logo and upload.

4. Clicking on the upload button, the user has option to upload the file from the local laptop or from the cloud drive as shown below.

Following option is available to the user for uploading from cloud drive as shown below.

5. Now the user has option to view the report, by clicking on the view button.