Signature Tab Customize the Proposal for your Customer

Customized Proposal PDF

Tap the Signature Tab Customize Button to open the Customize View

Customize Proposal View on the Signature Tab (V 9)

Make the Proposal more personal

Customize the Proposal Name - Example:" Mountain Home Proposal for Mike"

Customize the Option Name and Description to include the room(s) the option applies to. For example, "Master Bedroom", "Guest Room, "Office"

Show / Hide Model Numbers, Line item pricing, and Line Item Equipment Discounts - Turn On or Off as needed. Most contractors choose to present a system price. Some customers need to see every item priced. 

Why Choose Us? Bullet Points -  Turn off bullet points that do not apply to the customer. For example, turn off an AARP discount bullet point when building a proposal for a young family.