Customising Your Proposal Style

Last updated: 6 November 2026

Custom proposal styles come with Sammy Pro, including your free trial and a Pro team plan.

1. Open a saved estimate in the editor and switch to Proposal.
2. Choose Customise style. You stay in the estimate composer: Sammy’s chat switches to style instructions and your proposal stays on the canvas. On a computer, the bar with the quote's title and Send Proposal steps aside while you style, so the style bar sits at the top.
3. For a ready-made starting point, choose Classic, Bold, Minimal, Natural or Premium under Start from a style. Swipe across the previews on your phone. You can apply the starter after reviewing it, or ask Sammy to refine it.
4. Describe the look you want, or tap one of the idea chips to start from a brief. You can also choose Add reference and pick My logo, so Sammy builds the palette from your logo's colours, or Upload image for a screenshot of a style you like.
5. Choose the arrow to generate if you have entered a request. Sammy creates an A4 style and checks its PDF. You can leave the page and return while it works.
6. Review every page, then choose Apply to proposal. This applies the style and returns to the normal Proposal view. Choosing a starter or generating a style alone does not change the proposal you send.

Screenshots guide colours, typography, layout and artwork. Your estimate supplies the client details, line items, prices, totals and selected terms. Edit those details in the estimate itself. The preview updates automatically after your changes save.

To match your website, choose Add reference, then A web page…, type your website's address (for example yourbusiness.com) and choose Add. If your request already has a link in it, tap Add a screenshot of … above the box instead. Sammy takes a picture of the top of the page and matches its colours, fonts and feel. It reads the page's look, not its words: nothing from the page, like its prices or phone number, goes into your proposal, and your logo still comes from Settings. If Sammy can't open the page, upload a screenshot of it instead.

You can attach up to two PNG, JPEG or WebP images, each under 4 MB. Use a still image under 24 megapixels and 12,000 pixels per side.

Choose Cancel beside Apply to proposal, or close the Customising style chip attached to Proposal in the view switcher, to stop styling without applying what you're reviewing. You can also switch to Estimate, Takeoff, Plan or Flex. Your style history stays available, and a running generation continues. On your phone, Sammy’s chat opens over the composer; close the chat to review the canvas, then use the chip’s X to stop styling.

Your unsent style request and attached references are kept while you switch modes within the same open estimate. The ordinary estimate chat remains separate from style instructions.

Proposal Options and Add Section are hidden while you customise the style. Use the chip’s X to return to those controls when you want to change what the proposal includes, then choose Customise style to continue styling it.

Start a new style#

Choose New style at the top right of the chat to start again. Sammy clears the chat, your request and your references, and goes back to the Sammy default. Nothing is deleted: the styles you made are still in the Style switcher under On this proposal. New style shows once the chat has messages or you've picked something other than the Sammy default.

Refine and reuse a style#

The Style switcher on the left of the action bar, beside Save style and Apply to proposal, includes Sammy style · Default, the five Starter styles, the versions On this proposal, and your Saved styles. Selecting one changes the preview and the starting point for your next request. It does not apply the style or erase previous versions.

The Sammy default always stays available. Ask for changes to it and Sammy creates a new version, keeping the default intact. To use the default on your proposal, select it, review the preview, then choose Apply to proposal.

Save style adds a reusable layout to your account's library. Account owners and admins can also make it the default for new proposals, labelled Default for new proposals in the switcher. This does not replace the built-in Sammy default. Existing proposals keep their current style.

Preview and send#

The preview displays the PDF that will be exported and updates automatically when saved estimate details change. The previous PDF stays visible while the update is prepared. Review the updated pages before applying or sending. If an update fails, Sammy shows an error and a Try again option.

Custom styles support Send now. Scheduled sending requires the Sammy default. A quote that is not in Draft cannot take a new style: Apply to proposal stays off and says "This quote is not in Draft. Send back to Draft status to apply a new style." when you hover it. Send the quote back to Draft status, then apply. The client's existing acceptance page still works as before.

If a generation fails or you cancel it, your last good style remains available. Try a smaller or more specific change.