In addition to our classic Multimedia proposal experience, we now offer a new Quick Quote proposal layout! With its clean and minimalistic design, the Quick Quote layout is perfect for small jobs, repeat clients, upgrades/add-ons, change orders, and equipment sales.

If you are working on a brand new quote, you will see a button in the upper right-hand corner of the quote that says "Create Proposal." Once you select this button, a menu will show you your layout options. Right now, you can only select from the classic "Multimedia" experience that you know and love, or the new "Quick Quote", but several other layouts are currently being designed. Simply select which layout you would like to work with, and your proposal will load with the default template for the given layout.

If you have already been working on a quote, you will see an "Edit Proposal" button rather than a "Create Proposal" button on your quote. Pressing this button will bring you to the layout you have been working on, but you can still change layouts. To do so, select the "Layouts" button at the top of the proposal editor, and a window will pop up where you can select another layout. Please note that if you change layouts, you may lose the settings you selected with the previous layout unless you saved your changes to a template before changing the layout.

The quick quote is designed to be a condensed and succinct version of your proposal. Overall, you will be able to see that there is less white space between lines and sections. One thing that sets it apart is the introduction of the new Executive Summary Section. This section is made up of three parts:

Aside from the cover information, the quick quote default template only comprises this new section. All descriptions in this section are optional, making it easy to condense as needed.

Another thing that makes the Quick Quote stand apart is the ability to group products by "None." Instead of having to group your products by location, system, or category, you can now simply display a list of products without any grouping. This will help condense your proposal and reduce white space.

In an effort to make the Quick Quote less image-heavy, it does not have the option to add Gallery, Portfolio, Testimonial, or Meet the Team sections. Similarly, item images and descriptions are not available in the Quick Quote. To make the Quick Quote extra-condensed, you now have the option to hide the titles of every section.

You will also notice that some of your cover section information and the professional licenses section will be in the left-aligned column. This will help reduce the amount of scrolling your client will have to do to see the main content of your proposal. You can also now display a short pricing summary at the top of your proposal in line with the cover information. This can be turned on or off when editing the cover section.

You will be able to create a whole suite of templates specifically for the Quick Quote. While your default proposal template will be automatically applied to all new Quick Quote proposals you create, you can change the proposal template by clicking the "Change Template" button in the templates menu. This will open up a modal to select a different template.

You can also select the "Manage templates" button to change your default template or create new templates. At any time, you can update the template currently being used by selecting the "Save template" button, or if you wish to make a new template based on the changes you have applied, you can select "Save as new template." This will require you to assign a name to the new template, and then it will be added to your template list.