While the items and labor in a quote may seem like all the client is paying for, they are investing in so much more. They are paying for your company and services to not just complete the project but do it right. Having a beautiful proposal that looks clean and tailored to your customer will really help when trying to win projects.
After you have added all the items and labor to a quote, it is time to edit the proposal. To edit the proposal, click on the Preview Proposal button. Here you can add multiple sections, edit sections, or use different templates.
Starting from scratch on each proposal can be time-consuming. Use proposal templates to save time and maintain a consistent image across your company.
Whether you use the default template or select from one of your other templates, you may still want to make some tweaks. Here you can edit any section to customize the proposal for the client.
Add or Remove Sections
You can add sections by:
Clicking the add section button in the left-hand column
Select a section type and watch your selection inserted into your template. You can edit the section in your template by clicking on the ellipses and selecting edit.
To remove a section, you will select a section, click on the ellipses, and select delete.
There are a couple of ways to reorder your sections. You can click on the ellipses next to your location and select move up or down. You can also move a section by hovering your mouse over the section and clicking on the up or down button.
You can edit a section by clicking a section, then clicking the edit button on the right side of the section. Continue reading to see a list of all the different section types you can add/edit in your proposal.
You can not delete the banner, but you can control the background picture, overlay color, and determine whether to show the company and/or customer information. We recommend you include the following company information to give the customer confidence and remove any doubts about your ability to complete the project:
Company Phone number
Company Email Address
If you notice that this information is empty, it means it wasn't all entered when creating your D-Tools account. Company information can be added or edited in the settings under My Account.
Make sure your background picture is a large enough image (at least a 900 pixel .jpg or .png) not to look pixelated.
Paragraph section allows you to add blocks of text. Edit options include changing the title and/or description of the text. You can make some basic text design with increasing or decreasing size, italics, bold, bullet, or numbered lists.
Previous project examples and/or customer testimonials are compelling for potential clients and can give them confidence that you are the right fit for the job. So we have added galleries to proposals so you can share these past projects and positive customer feedback with your potential clients. Add a gallery section, title it, and add images to the section. Here you can choose the different layouts and which pictures or videos you want to show. For each picture and video, you can choose the overlay as well as a URL to link to when the image is clicked.
In the list of products, you have a variety of options to choose from:
Grid vs. List view - list view will not show pictures and take up less vertical room, whereas grid view gives some visual effect for the customer
Show brand, model, accessories, and/or price
Group by system, location, location, and system or system and location
Show the total for the group in the header
Summary section allows you to change:
The title of the section and adjustment label
Select layout (Product & Labor, Product + Labor, or total only) and layout options
Payment Terms Section
You can edit the title and description of the section. You can also choose to show payment terms and/or payment term descriptions.
Save Proposal Changes as a New Template
After you have made all these changes, you may be excited about how these changes came out. Well, you can save these changes as a new proposal, so next time you are getting ready to present a proposal to a client, you can reference these changes or at least get started on it.
Click the Template icon on the proposal preview banner and click Save as new template in the menu.