Presentations
5 guides
The new proposal presentation (coming soon)The new proposal presentation shows your customer a picture of their room that changes with their selections, Budget, Balanced and Best options, and the Lookbook, with the price updating as they choose.
Video→Turn on the Lookbook (coming soon)The Lookbook groups the finishes on your estimate into designer looks like Bohemian, Craftsman or Modern farmhouse. Turn it on in Theme settings and your customer can browse, mix and match, and price a whole look.
Video→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.
→Changing presentation settingsUse the gear icon on the proposal presentation for proposal-wide settings, and the pencil icon on an item or assembly for changes to just that one.
Video→How to Download & Print ProposalsThis guide explains how to download and print proposals from Bolster. These steps are useful for saving proposals in your office files, on your computer, or for sharing printed copies with clients.
Video · 0:42→Options, upgrades & selections
7 guides
How to Make Items OptionalLearn how to mark a line item as optional in Bolster, choose between customer-approved, optional, or internal optional types, and set default inclusion to give clients more flexibility.
Video · 0:49→How to Make Assemblies OptionalThis article explains how to set assemblies as optional within a construction estimate, including how to control visibility and default inclusion, so estimators can provide clients with flexible proposals.
Video · 0:40→How to Add Upgrades to AssembliesThis article explains how to add upgrades to individual line items with the Simple List upgrade tool, including automatic and suggested options, and how to apply tags for clarity.
Video · 1:40→How to Add Line Item UpgradesLearn how to add upgrade options to an individual line item using the simple list (upgrade) tool.
Video · 1:40→Building a Selector Tool (or Variation Options) with pricingCreate a selection with variation options, such as flooring material and price level, so your client can choose and price their own option in the proposal.
Video · 9:32→Using the Selections tabSee every selection in your estimate in one place, then pre-select, lock, unlock or make optional the selections you offer your client.
Video→How to Let Buyers Set Their Own Quantity or DimensionLearn how to let buyers set their own quantity or dimension for a line item on their quote, so they can adjust their budget without an on-site measurement.
Video · 0:54→Custom inputs
2 guides
How to Add a Custom Input or Question to a Proposal or TemplateLearn how to add a custom question or input field to a line item in a Bolster proposal or template so clients can type their own response.
Video · 0:52→How to Add Pre-Built Paint Fandexes to a Line ItemLearn how to attach the built-in Benjamin Moore and Sherwin-Williams paint Fandexes to a line item so clients can search and select a color directly in their proposal.
Video · 0:59→Customer portal
6 guides
Approving a job and project termsClients review work, approve items, and pay online through their secure Client Portal—where they can track the project progress.
→Displaying the Project Schedule in the Customer PortalLearn how to show or hide the project schedule in your customer's portal from the schedule settings.
Video · 0:40→Hiding Items/Assemblies From Client/PreviewUse the proposal presentation to check what your client sees and hide items or assemblies you don't want shown.
Video · 1:29→Keeping up to date with the Project & Payment ProgressLearn how to track project and payment progress from your dashboard. This guide shows clients how to review payments, access invoices, download receipts, and stay informed.
→How your clients receive payment requestsThis article shows you how it looks when your clients receive payment requests from Bolster.
→Viewing of Invoices & downloading ReceiptsLearn how to view invoices, track payment progress, and download receipts after a payment is completed. This guide shows clients where to find and manage their billing records.
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