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. |
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