Organization Settings

Customize Valent to match your organization’s brand, preferences, and workflow.

Profile Settings

Branding

Customize the Valent experience:

Upload your logo
Set brand colors
Configure email templates

Proposal Templates

Creating Templates

Set up reusable proposal structures:

Go to Settings → Templates
Click “New Template”
Define sections and structure
Add default content
Configure styling options

Template Elements

Templates can include:

Cover page design
Header and footer content
Section structures
Default text and placeholders
Formatting rules

Using Templates

Apply templates when exporting:

Select template during export
Preview before downloading
Mix template with custom content

Content Library

Managing Content

Build your reusable content library:

Standard responses
Boilerplate text
Case studies
Technical specifications

Organization

Keep content findable:

Use categories and tags
Add descriptions
Track usage and effectiveness

Maintenance

Keep content current:

Regular review cycles
Version control
Retire outdated content

Workflow Settings

Default Configurations

Set organization-wide defaults:

Default Decision Room settings
Standard workflow stages
Notification preferences

Approval Workflows

Configure approval processes:

Required approvers by section type
Escalation paths
Deadline reminders

Notification Settings

Email Notifications

Configure what triggers emails:

New assignments
Status changes
Approaching deadlines
Comments and mentions

In-App Notifications

Control in-app alerts:

Activity feed settings
Badge indicators
Sound preferences

Integration Notifications

If using Slack or Teams:

Channel configurations
Message formats
Alert triggers

API Access

API Keys

For custom integrations:

Navigate to Settings → API
Generate new API key
Configure permissions
Securely store the key

Webhooks

Receive real-time updates:

Configure webhook URLs
Select events to monitor
Test and verify delivery

Tips

Set up branding early — it affects all exports
Build your content library before your first major RFP
Review and update templates quarterly
Document your workflow configurations