Using Templates

Choose your template based on the job type or to customize options for your customer.

Choosing Introduction Page templates:

  1. On your home “Projects” page, click on any project you have started.
  2. Click on “Open for editing”.
  3. Click on the “Introduction” page.
  4. Click on the “View templates” button above the Introduction text page.
  5. Select the template you wish to apply to the Introduction page by clicking the green checkmark on the corresponding template.

Choosing Quote Details templates:

  1. On your home “Projects” page, click on any project you have started.
  2. Click on “Open for editing”.
  3. Click on the “Quote Details” page.
  4. You have the option to swap out one, two, or all three tabs with a different template.
  5. Click on the “View templates” button above the Quote Details tabs page.
  6. 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.
  7. Click the green checkmark to select the template you want to put into the Quote Details.

Choosing Authorization Page templates:

  1. On your home “Projects” page, click on any project you have started.
  2. Click on “Open for editing”.
  3. Click on the “Authorization Page”.
  4. Click on the “View templates” button above the Authorization disclaimer at the top of the page.
  5. Select the template you wish to apply to the Authorization page by clicking the green checkmark on the corresponding template.

 

Updated 12 months ago