Custom Pages

Import custom pages into any report to add marketing, custom information for the homeowner, or social proof.

Using Custom Pages in your Quotes

Add a Custom Page to your Quote

1. Open any project, and click Open for editing on a report.
2. On the left side under the Pages heading, scroll down until you see + Add Custom Page. Click on this button.
3. You have four options to add a custom page:
   1. My PDFs (the PDFs only you have access to).
      1. Select the PDF you want, and a green perimeter will appear around it, indicating that your chosen PDF is now in your quote.
   2. Shared PDFs (the PDFs your whole team has access to).
      1. Select the PDF you want, and a green perimeter will appear around it, indicating that your chosen PDF is now in your quote.
   3. Single Use PDF
      1. Click on the Upload new PDF box and select a PDF file from your computer.
   4. Text page
      1. Add text, tokens, and formatting to the text box to customize your information.

Custom Page Actions:

• Rename your page by clicking on the pencil icon just below the "page content" heading.
• Delete your page by clicking on the Delete button.
• Toggle on or off the Require customers to acknowledge this page. This will show up as a checkbox when your customer goes to sign their quote and their signature will show up on the page itself.
• Move your custom page to any location under the "Pages" heading by clicking on the page in the column on the left and dragging it up or down in the list of pages.