Help Articles

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Proposals

How to Add Upgrades to Proposals

Add upgrades to proposals for added revenue opportunities.

How to Add Contractor License Number to Your Proposals

How to automatically add your Contractor License Number (CLN) to the cover page of all your proposals.

How to Set Profitability Minimums on Your Proposals

Learn how admins on your team can set profitability minimums and defaults to ensure your team doesn't send a proposal that isn't profitable.

How to Add Multiple Signatures on a Proposal

Learn how to add multiple signatures or initials to text sections in a proposal.

How to Show & Hide Line Items on a Proposal

Learn how to show or hide line items on a proposal before sending it to your customer.

How to Show & Hide Line Items Totals, Quantities, and Unit Pricing on a Proposal

Learn how to hide or show line item totals, quantities, and unit pricing on a proposal before sending it to your customer.

How to Show & Hide Line Items on a Proposal Template

Learn how to hide or show individual line items in your proposal template for fast re-use before sending it to your customer.

How to Add a Co-Signer to a Proposal

Learn how to customize your proposal by adding a co-signer.

How to Add Your Logo to Proposals

Learn how to add your business's logo to your proposals.

How to Create a Proposal With a Measurement Report

Learn how to create a proposal using a measurement report for auto-populated item quantities.

How to Send a Proposal

Learn how to send a proposal to prospective clients in just a few clicks.

How to Customize a Proposal

Learn how to customize your proposal by adding new pages, changing the cover image and layout, & more.

How to Create a Roofing Proposal Template

Learn how to create a roofing proposal template that you can re-use on future proposals. Discover more today!

How to Create a Catalog

Learn how to create a catalog so you can re-use items on future proposals.

How to Create a Proposal

Learn how to create a proposal that wins more work.

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