Authorization Templates
Authorization page templates can be created through the Account Settings or saved from a report. This video will walk you through how to save a template from within a report and apply one to a report.
Create a Template within a Report
- Open any project and open a report for editing.
- Navigate to the Authorization page.
- Make changes to the different page sections:
- Disclaimer - terms or further directions.
- Optional Upgrades - add as linked pricelist items or as manual entries.
- Product Selections - add up to three (3) fields for your customer to complete at signing. Enter on the left side and your customer will fill in their selections on the right.
- Footer Notes - Enter any footer notes you would like visible on the signing page.
- Click on Save as template at the bottom of your page and give your template a name. Choose if you want to share this template with your whole team and then click Save.
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).
Apply a Template to a Report
- Open any project and open a report for editing.
- Navigate to the Authorization page.
- Click on view templates.
- Find the template you wish to use from either My Templates or Shared Templates and click on the green checkmark to apply that template.
- Make any final adjustments to customize the information for your customer. These changes will be automatically saved in your report.
Updated 8 months ago
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