Authorization Templates
Editing Your Authorization Page:
- Open any quote on your Projects page. Ensure there is a quote present within the report.
- Click Open for editing.
- Click on the Authorization page on the left.
- In the Upgrades section click Add item and enter any upgrades you would like to offer.
- Each line item will have a small chain link icon in the bottom-right corner indicating this is linked to a price list item.
- These price list items have already been updated in your price list.
PRO TIP!
Offering optional upgrades is a great way to increase your total sale price!
As a best practice, offer a minimum of three (3) upgrades, maximum of five(5).

- In the product section, you have the ability to add up to three (3) fields for your customer to complete at signing.
- For example, you may want to have them indicate Roof Color, Metal Color, Siding color/profile, so that you can order materials once the quote is executed.
- Enter those in the fields on the left.

- Enter any footer notes you would like visible on the signing page.
- Once you have completed your Authorization template click "save template" found at the bottom of the screen.
Updated 12 months ago