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Customize Proposals

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To edit any of the proposal document templates click the large 'Customize Proposals' icon on the console.

 

Customize Proposals Console Button

Customize Proposals

 

Customize Proposals Search List

 

All of the proposal documents in Service Estimator are Microsoft Word templates. Select a proposal template from the list and click 'Modify the Template'. Microsoft Word will start and the document you selected will open in edit mode, displaying all of the merge fields that are pre-positioned throughout the document.

 

Document Template

 

 

You can edit these documents with any text or appearance that you wish. The merge fields are available for you reposition any way you like. Design your own template, rename the existing templates and create as many different versions as you like. The results of this template look like this:

 

Document Template Complete