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.
Step 2: Go into settings
- Select the Settings tab.
- Find the option to enable your preferred supplier for future proposals.
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.
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!
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.
