Proposal branding and display preferences

Last updated: October 7, 2026

Proposal branding and display preferences are the two kinds of settings for proposals in the Student Portal, both configured per office from your user button → Recruitment → Proposals tab. Proposal branding sets the visual appearance — page background or image, optional 1200 × 300 banner, text on the page background, card text, links/navigation/icons, buttons, and header and body font families — with a live preview. Proposal display preferences are reusable templates that control what students see and how it is presented — Price Breakdown (Grouped totals, Itemized by section, De-emphasize prices, Hide all prices), Currency Settings (number format, currency format, currency conversion), and School Display Settings (program description, school name, school images, campus information); only one template can be the default at a time, with a live preview.

Proposals shown to students in the Student Portal have two kinds of settings, both configured under Recruitment → Proposals: Proposal branding controls the visual appearance, and Proposal display preferences control what information students see and how it is presented.

Where to find it

  1. Click your user button in the top-right corner.
  2. Go to the Recruitment section.
  3. Open the Proposals tab.

You will see two sections there: Proposal display preference and Proposal branding.

Proposal branding

Proposal branding sets the colours, fonts, banner, and background of proposals in the Student Portal. Branding is configured per office, so each office can have its own look.

In the Proposal branding section, each office is listed. Click the edit icon next to an office to open the branding editor for that office.

What you can customize

  • Page background — choose a colour, or replace it with an image that fills the page behind everything. The top bar and white cards keep their own background.
  • Banner image — an optional image shown across the top of the index page. Use a 1200 × 300 image for the best result.
  • Text on page background — the colour of text shown directly on the page background, outside the cards.
  • Card text — the colour of text inside the white cards (course title, school, dates, and prices).
  • Links, Navigation & Icons — the colour of the top navigation, menu items, icons, and in-card links.
  • Buttons — the colour of the main buttons. Use your most prominent brand colour here.
  • Choose font family — select the Header font family and the Body text font family used in the proposal.

When you are done, click Save.

Live preview

A live preview alongside the settings shows how your branding will look to students and updates as you make changes. You can click an element in the preview to recolour it directly. Review the preview, then click Save.

Per-office branding

Because branding is set per office, an agency with multiple brands or distinct office identities can give each office its own colours, fonts, and banner. Updated branding applies to proposals from that office.

Tips

  • Keep the banner image at 1200 × 300 so it displays correctly.
  • Use the live preview to check each change before saving.

Proposal display preferences

Display preferences control what information students see in a proposal and how it is presented in the Student Portal. You create reusable templates, then apply them to specific schools or programs — or set one as the default for everything else.

Create a display preference

  1. Click Add display preference (top right).
  2. Enter a Name for the template.
  3. Choose how the template is applied:
  4. Click Save.

Only one default template is allowed at a time. If you need different rules for particular schools or programs, create separate templates and assign them instead.

Every change is reflected in the live preview alongside the settings, so you can see how the proposal will look before saving.

To change what an existing template applies to later, open the template and use the Assignment logic tab.

Price & Institution settings

After saving, open the Price & Institution tab to choose what students see.

Price Breakdown

How pricing is displayed:

  • Grouped totals — related fees (for example a program's tuition, registration, and material fees) are combined and shown as one total. The same applies to insurance, accommodation, and other items.
  • Itemized by section — every item shows its own price, plus the total at the end.
  • De-emphasize prices — hides prices in the option summaries while keeping the fee summary visible.
  • Hide all prices — no prices are shown (information only).

Currency Settings

  • Number Format — choose how numbers are formatted: 1,000,000.00 (US/UK) or 1.000.000,00 (EU/Latin America).
  • Currency Format — choose Full, Compact, or Code only.
  • Currency Conversion — choose which currency prices are shown in:

School Display Settings

  • Program Description — Show program description or Hide program description.
  • School Name — Official name or Hide name.
  • School Images — Show school logo and gallery, Hide all school images, or Show agency logo only (the school gallery is hidden so no school branding appears).
  • Campus Information — choose what campus information to include:

When you are done, click Save.

Tips

  • Only one display preference can be the default. Use assigned templates for school- or program-specific rules.
  • Use the live preview to check each change before saving.