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To generate the new proposal in the quote tool, click View proposals then scroll to the right to find the desired new proposal template. The new proposals appear in landscape format, making it possible to tell the difference between the new proposal and the standard PDF proposal templates.
Select the proposal template you want to use and then click Save. Then click Generate Proposal.
Like the existing "Preview" functionality, the new proposal can be emailed or the link can be copied to be sent to the homeowner without using the automated email functionality.
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- What is the homeowner experience like with the new proposal?
- How do I get started with my company's new customized proposal (MyProposal)?
- FAQ: setting up your new proposal
- Existing proposal: How do I change my company's proposal settings & content?
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