How to Set Integrated Pricing as your Proposal Default
Ready to streamline your proposals and automatically pull in your integrated pricing from your go-to branch? Follow these easy steps to set up your default proposal supplier settings like a pro.
How to Set Up Your Default Proposal Supplier Integration Settings 🎉
Want to streamline your proposals and automatically pull in your integrated pricing from your go-to branch? Follow these easy steps to set up your default proposal supplier settings like a pro.
How to set up your default proposal supplier settings
Step 1: Head to the Proposals tab
- Navigate to the Proposals tab in the left-hand menu.
- At the top of the Proposals page, you’ll see three tabs: Proposals, Templates, and Settings.
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Step 2: Go into settings
- Select the Settings tab.
- Find the option to enable your preferred supplier for future proposals.
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Step 3: Pick your preferred supplier
If you haven’t selected a supplier yet, don’t worry—Roofr makes it easy!
- Click the link to choose your preferred supplier.
- Browse the list and star your favorite supplier to mark it as your preferred choice. 🌟
- Click the three dots next to your chosen supplier and select Edit.
- Choose and star the specific branch you’d like to set as your preferred branch.
- Click Save to confirm your selection.
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Step 4: Enable and save your preferences
- Return to the Proposals Settings page.
- Flip the switch to enable your preferred supplier setting—it’s like turning on automation magic!
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And that’s it! Your preferred supplier’s pricing will now automatically be applied to any proposal created from a template featuring their pricing.
FAQs 💭
Q: Can I switch my preferred supplier later?
A: Of course! Just head back to the Proposals Settings tab, click the link to edit your supplier details, and pick a new favorite. Don’t forget to hit save!
Q: Do I have to choose a supplier every time I make a proposal?
A: Nope! Once you set a preferred supplier, their pricing will automatically apply to templates tied to them. One and done.
Q: What if I don’t set a preferred supplier?
A: No biggie, but you’ll need to manually choose supplier pricing for each proposal. Save yourself the hassle—set a default!
Q: Can I mix and match suppliers in one proposal?
A: You sure can! Even with a preferred supplier, you can still add pricing from others when needed.
Q: Will this change affect my existing proposals?
A: Nope! Your preferred supplier settings only apply to new proposals you create after flipping the switch.
Q: How do I make sure my supplier pricing is accurate?
A: Double-check your supplier details in the settings page to keep everything up to date. Easy peasy.