Changing presentation settings

Overview

Presentation settings control what your client sees in a proposal. You can change them in two places: the gear icon sets the default settings for the whole proposal, and the pencil icon on an item or assembly changes only that item or assembly.

Open the Proposal Presentation

1. Click the project you want to work on.
2. Click Proposal presentation. This is a preview of the proposal before it is sent to the client.

Change the Default Settings for the Proposal

1. Click the gear icon (Presentation settings).
2. Add your logo and badge.
3. Enter any credentials, awards and certifications, and attachments.
4. Add a cover letter and a default send message.
5. Add any presentation-specific terms and conditions. These override your default terms and conditions.
6. Under the estimate visibility settings, turn on or off the toggles that apply to you.
7. Click Save.

These settings apply to the whole proposal.

Change the Settings for One Item or Assembly

1. Hover over the item or assembly.
2. Click the pencil icon (Edit details).
3. Make your changes. You can:

• Add more to the description
• Make the item or assembly visible or invisible to the client
• Show the price, rate or quantity
• Make the item optional

These changes apply only to that item or assembly, not to the whole proposal.

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Summary

Open the project and click Proposal presentation. Click the gear icon to change the default settings for the whole proposal, including your logo, badge, credentials, attachments, cover letter, send message, terms and conditions, and visibility toggles, then click Save. To change a single item or assembly, hover over it and click the pencil icon.