FAQ: SBP Initial Build, What are the "company defaults"?

The initial build of your app will contain items that you will hear the SBP team refer to as "Company Defaults". We load generic defaults to get you started using the app. The "Company Defaults" are customizable. Some defaults can be managed by you in the Management Portal, others customizations will need to be completed by the CSS assigned to your account. Please submit CSS customization requests to the document portal. 

We highly recommend customizing the preloaded company defaults. You will want to present your company's unique value proposition to your potential customers! Obtain legal consult for the terms and conditions presented in the quote.

Company Defaults that require CSS Customizations:

Default Item	Where does it display?	Learn More Link
Company Logo	App Home Page	Presentation and Proposal Customizations
Proposal PDF Banner	Proposal PDF	Presentation and Proposal Customizations
Company Tab Picture	App	Presentation and Proposal Customizations
Company Slogan and Bullet Points	Proposal PDF	Presentation and Proposal Customizations
Terms and Conditions	Proposal Customer Signature Pop-up in the app and the Proposal PDF. *Default Terms and Conditions have not been legally reviewed	Presentation and Proposal Customizations
Proposal Color Config	Proposal PDF Header and Text	Presentation and Proposal Customizations
Proposal Email Subject Line and Body	Email sent from the App signature	Presentation and Proposal Customizations

Manage these Company defaults in the Management Portal:

Default Item	Company default	Management Portal Section	Learn More Link
Business Rules	Basic Pricing Rules for Tax, Gross Margin, Install Kits, Labor $/Hr.	Business Rules	Manage Pricing
Financing Programs	Generic	Financing	Manage Financing Programs
Materials	Basic Install Materials	Materials	Manage Materials
Final Notes	Generic	Final Notes	Manage Final Notes
Accessories*	Training Placeholders	Accessories	Manage Accessories
Add-Ons*	Generic Training Placeholders	Add-Ons	Manage Add-Ons
Option Name Default	Option 1, Option 2, Option 3	Custom Settings: Option Defaults	Manage Custom Settings - Company Option Defaults - Release 9
Option Description	Equipment Summary
Option Payment Cash Payment Label	Balance	Custom Settings: Payment Options	Manage Custom Settings - Set Company defaults for Payment Options - Release 9
Cash Payment Compare and Limited Compare	Only Displays when selected
Finance Payment Footnote	Estimate, approval required. Payment terms are determined by your selected financial partner
Savings and Rebates	Savings / Piggy Bank Icon	Custom Settings: Savings	Manage Custom Settings - Set Company Defaults for Savings and Rebates - Release 9
Proposal PDF Name	Proposal
Install Date Label	Requested Install Date	Custom Settings: Proposal PDF	Manage Custom Settings - Customize the Proposal PDF at the Company Level - Release 9
App Settings	Show Model numbers, Include brochures with proposal
Line-Item Settings	Show line-item discounts Show line-item pricing

*Accessories and Add-Ons can be managed by your CSS. Submit accessory and add-on lists to the document portal during the "fine-tuning" period of the app build.