How to Show & Hide Line Items on a Proposal Template

What it does: Hides line items from the completed/sent proposal template.

Purpose: Allows line items to be used as part of the estimate calculation without being displayed in the proposal that is presented to customers.

Prerequisites:*  None, but a proposal template is recommended

Available On: Pro, Premium & Elite Plans

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Here’s how it works:

Step One: First log onto your Roofr dashboard and click the “Proposals” button on the left side navigation. Then select “Templates” at the top of screen.

Step Two: Now, if you’d like to edit line items on an existing proposal template then search and select it. If you’d like to manage line items on a new proposal template click the “New Template” button.

Step Three: If you don’t have any line items added to your proposal yet, click the “Add Item from Catalog” button and select an item listed that you have already added to your catalog.

Note: On the far right side of each line item, you’ll notice an “eye” icon. These represent if the line item will be shown or hidden on the final proposal sent.

Step Four: Click the “eye” icon on the fair right side of each line item to show/hide the line item. If the eye has a cross through it, it means that the line item will not be shown on the final proposal.

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