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There are two settings that are related to how a MyProposal template will generate as a PDF:
- Repeat page per quote in PDF
- Show org logo in PDF
For While in edit mode for a given MyProposal template, edit mode shows a click the gear icon in the upper right . Click this corner to toggle these options on or off these options.
Repeat page per quote in PDF
This setting is defaulted to off. Toggling this setting on means that the page will be repeated for every quote included in this MyProposal template. For example, if there is one quote in the proposal, the page will appear once. If there are three quotes in the proposal, the page will appear three times. Quote-specific metrics will populate with information for Quote 1, Quote 2, then and Quote 3, respectively.
Pages that include quote information and repeat per quote already have this option toggled on by default. This includes the Quote Details page and the Cash Flows page.
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If you copy a page, it will inherit the PDF settings from the page used to make the new page copy. For example, if you copy the quote details Quote Details page, it will have the "Repeat page per quote in PDF" toggled on.
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- /wiki/spaces/SS/pages/472481793
- How do I generate the a new proposal MyProposal in the quote tool?
- What does MyProposal look like and what is the homeowner experience like with the new proposal?
- FAQ: setting up your new proposal
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