Update Your Company Logo
Your logo is a key part of your brand and will appear on every proposal you send. You can upload or change your logo from Settings or directly within a proposal.
From Settings
Click the Settings icon.
At the top, find your company name and current logo.
Select Edit Logo → upload your new logo file.
The logo will update automatically across all existing and future proposals.
From a Proposal
Open an estimate → toggle to Proposal view.
Click the header section or use the ⋮ menu to edit company info.
Select Edit Logo → upload your new file.
Note: Logos can’t be fully deleted once uploaded — only updated.
Update Business & Account Information
Access General Settings
Go to Settings → General settings.
Here you can edit:
Company Information: Name, email, phone, address, contractor license.
Account Information: Your login info (name, email, phone).
Global Files: Upload commonly used documents (click + Add Files).
Changes save automatically and appear on all proposals/invoices.
Enable Supplier Pricing
You can also enable supplier information from your Settings to select between your preferred supplier vendor (e.g. Home Depot or Lowe’s).
When enabled, Handoff combines supplier product data with our proprietary cost database to give you accurate pricing:
Covers labor, materials, equipment, and more
Adjusted by region, project type, and job size
Reflects what pros actually pay — not just list prices
Supplier Options
Only one supplier can be active at a time
Gaps are filled with Handoff’s own data
Clients never see the supplier name, only the item title
AI can switch suppliers for you if needed
This setup balances curated cost data with live supplier information, so you can estimate quickly without losing control.