Customizing proposal presentation and pricing visibility

Overview

The proposal presentation controls what your client can see, including your logo and background, awards and certificates, cover letter, and the pricing on each item. Some contractors show the price of every line item; others show only a total at the bottom. You can edit the presentation in two places: the pencil icon on anything you hover over, and the gear icon at the bottom of the screen.

Open the Proposal Presentation

1. In the main menu bar, click Jobs.
2. Click Pipeline.
3. Select the estimate you want to work on.
4. Once the estimate is complete, click Proposal presentation.

Edit Part of the Presentation With the Pencil Icon

1. Scroll down the presentation and hover over the part you want to change (for example, the background, an assembly, or an item inside an assembly). A pencil icon appears.
2. Click the pencil icon. A sidebar opens.
3. Make your changes. For the background, you can edit the logo and banner. For an item or assembly, you can:

• Change the description
• Make it visible to the client or hide it (the crossed-out eye icon means it is hidden)
• Add images
• Show the price, rate or quantity for that one item
• Make the item optional, which gives the client a yes/no toggle for it

Change the Main Presentation Settings With the Gear Icon

1. Click the gear icon at the bottom of the screen. The presentation settings open.
2. To use a different look for different types of jobs (for example, kitchen, bath or exterior), create a new theme or manage your existing themes.
3. Scroll down to add awards and certificates.
4. Edit the cover letter that appears when the client opens your estimate. You can use dynamic text, such as the client name in brackets, which fills in your client's name automatically.
5. Edit the terms and conditions.
6. Set up a default send message. You can use the same dynamic text here.
7. Add presentation-specific terms and conditions if your terms are different for this type of job.
8. Scroll down to the estimate visibility settings and go through the toggles before you send the estimate.
9. Save your changes.

Show or Hide Item and Assembly Pricing

1. Click the gear icon.
2. Scroll down to the estimate visibility settings.
3. Turn on Show item and assembly pricing by default to show the price of every line item. Turn it off to hide item and assembly pricing.
4. Save. When you scroll through the presentation, each item now shows its price.

You can also choose to show assembly (section) pricing without showing item pricing.

Check What Your Client Will See

1. Save your estimate changes.
2. Click the preview as a customer option. This shows exactly what your client would see if you sent the estimate now.

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Summary

Go to Jobs, then Pipeline, open the estimate, and click Proposal presentation. Hover over any part and click the pencil icon to edit just that part, or click the gear icon at the bottom to set themes, cover letter, terms and estimate visibility settings, including Show item and assembly pricing by default. Preview as a customer before you send.