Company Setup

2 guides

How to Add Your Company LogoLearn how to open your company settings and add your main company logo.

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Adding a Background Image & Company LogoChange the logo and background picture (banner) at the top of your proposal from the Proposal presentation page.

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Leads, Clients & Pipeline

1 guide

Lead ManagementImport leads or link your website's lead form, then manage each lead from your pipeline or the Leads and customers page.

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Items, Assemblies & Catalog

1 guide

How to Add an Image Gallery ItemLearn how to add an image gallery item to your estimate in Bolster to showcase similar projects or your best work to clients.

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Proposals & Client Experience

1 guide

Building stellar job-winning presentationsWinning jobs with Bolster means getting the most out of your presentations, including adding logos, badges, item photos, and image galleries. Read this guide for job-winning proposal best practices.

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Marketing & Lead Gen

6 guides

How do Custom Lead Forms work?Build a custom lead form, choose who receives and is notified about leads, and connect the form to your website so leads go straight into Bolster.

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How to Generate Lead FormsLearn how to create custom lead forms, choose the fields leads fill in, and get the form's link, HTML or QR code.

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Marketing Campaign TrackerUse the Lead sources page to track campaign costs, new customers, conversion, new jobs and ROI, and link your lead forms to each campaign.

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How do I use Open Quotes?OpenQuote lets you publish assemblies from your catalog so leads can choose a project, enter or pick dimensions, make selections, and request an estimate that comes into your pipeline.

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Introduction to ratingsRatings let your customers leave feedback on your company after a job. Bolster collects these ratings after a job is complete with a customer, then displays them on your public profile, so new leads can trust you faster.

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How to set up your Bolster ShowcaseBolster Showcase is your public, 3-tab website inside Bolster. It helps you qualify more leads by sharing your work, your story, and your verified ratings.

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Integrations

2 guides

Create a Zapier Trigger for Your Bolster Lead FormGet Zapier successfully receiving submissions from your existing lead form. Stop here once the trigger test is successful.

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Send Lead Form Data into Bolster Using WebhooksSend lead form submissions from Zapier directly into Bolster.

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