Custom Pages
Import custom pages into any proposal to add marketing, custom information for the homeowner, or social proof.
Using Custom Pages in your Quotes
Adding a Custom Page to your Quote
- On your home “Projects” page, click on any project you have started.
- Click on “Open for editing”.
- On the bottom left corner of your quote pages, click on “Add Custom Page”.
- You have four options to add a custom page:
- My PDFs (the PDFs only you have access to).
- Shared PDFs (the PDFs your whole team has access to).
- Single Use PDFs.
- Text pages.
Selecting a Page From My PDFs
- Select the PDF you want, and a green perimeter will appear around it, indicating that your chosen PDF is now in your quote.
- You can then grab the PDF page on the left-hand side under “Pages” and rearrange it to a different location in the quote.
Selecting a Page From Shared PDFs
- Select the PDF you want, and a green perimeter will appear around it, indicating that your chosen PDF is now in your quote.
- You can then grab the PDF page on the left-hand side under “Pages” and rearrange it to a different location in the quote.
Using Single Use PDFs
- Click on the “Upload new PDF” box and select a PDF file from your computer.
- You can then grab the PDF page on the left-hand side under “Pages” and rearrange it to a different location in the quote.
Using Custom Text Pages
- Create a page with any text of your choosing.
- You can then grab the PDF page on the left-hand side under “Pages” and rearrange it to a different location in the quote.
Adding PDFs
- Click on the Configuration tab.
- Click on Account Settings.
- Click on PDFs on the left side of the page.
- To insert PDFs that only you can access, select My PDFs.
- To insert PDFs that your whole team has access to, select Shared PDFs.
- Click on the box that instructs you to Drop a file here or click to choose from your computer. Browse your computer for the PDF file you wish to upload and click Open. You can also drag-and-drop any PDF from your computer directly into the box to upload.
- Add a folder to organize your PDFs by clicking + Add New, beneath the Drop a file here... box.
- Title the folder.
- To upload PDFs to this folder, click on the folder and repeat Step 5.
Updated about 1 month ago
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