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

  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.

Selecting a Page From 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.

Selecting a Page From 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.
  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 Custom Text Pages

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

Adding PDFs

  1. Click on the Configuration tab.
  2. Click on Account Settings.
  3. Click on PDFs on the left side of the page.
  4. To insert PDFs that only you can access, select My PDFs.
  5. To insert PDFs that your whole team has access to, select Shared PDFs.
  6. 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.
  7. Add a folder to organize your PDFs by clicking + Add New, beneath the Drop a file here... box.
  8. Title the folder.
  9. To upload PDFs to this folder, click on the folder and repeat Step 5.

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