CUSTOM PAGES

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

How to use Custom Pages:

  1. On your home “Projects” page, click on any project you have started.
  2. Click on “Open for editing”.
  3. On the bottom left corner of your quote pages, click on “Add Custom Page”.
  4. You have four options to add a custom page:
    1. My PDFs (the PDFs only YOU have access to).
    2. Shared PDFs (the PDFs your whole team has access to).
    3. Single Use PDFs.
    4. Text pages.

Using My PDFs:

  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. 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 Shared PDFs:

  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. 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:

  1. Click on the “Upload new PDF” box and select a PDF file from your computer.

Using Single Use PDFs:

  1. Create a page with any text of your choosing.

 


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