Authorization Page

Edit Your Authorization Page:

  1. Open any quote on your projects page. Ensure there is a quote present within the report.
  2. Click "Open for editing".
  3. Click on the Authorization page on the left.
  4. In the Upgrades section click "Add item" and enter your desired upgrades here.
    1. Each line item will have a small "chain link" in the bottom right corner showing you this is linked to a price list item.
    2. These price list items have already been updated in our pricelist.
  1. In the product section you have the ability to add 3 questions you would like your customer to fill out when signing.
  2. Enter up to 3 questions in the left-hand boxes.
  1. Enter any footer notes you would like visible on the signing page.
  2. Once you have completed your Authorization template click "save template" found at the bottom of the screen.

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