Using Templates
Choose your template based on the job type or to customize options for your customer.
Choosing Introduction Page templates:
- On your home “Projects” page, click on any project you have started.
- Click on “Open for editing”.
- Click on the “Introduction” page.
- Click on the “View templates” button above the Introduction text page.
- Select the template you wish to apply to the Introduction page by clicking the green checkmark on the corresponding template.
Choosing Quote Details templates:
- On your home “Projects” page, click on any project you have started.
- Click on “Open for editing”.
- Click on the “Quote Details” page.
- You have the option to swap out one, two, or all three tabs with a different template.
- Click on the “View templates” button above the Quote Details tabs page.
- If you want to replace all three tabs, select a template that has the grey table icon beside the name. If you want to select only one tab to replace, select a template that does not have the grey icon beside the name.
- Click the green checkmark to select the template you want to put into the Quote Details.
Choosing Authorization Page templates:
- On your home “Projects” page, click on any project you have started.
- Click on “Open for editing”.
- Click on the “Authorization Page”.
- Click on the “View templates” button above the Authorization disclaimer at the top of the page.
- Select the template you wish to apply to the Authorization page by clicking the green checkmark on the corresponding template.
Updated 12 months ago