Personalize the Proposal with Custom Notes

Notes Tab

Custom Notes Section features:

• 3 Multi-Line Text Boxes
• Tap the More Button to add additional text

Final Notes 

• Tap the "+" to select notes

Requested Install Date

• Tap the calendar to open the date picker

Admin Tips to customize the app to best suit your Company's selling process:

• Customize the Install Date Label Management Portal Custom Settings Section.