Proposal Settings

You can set what you'd like your Proposals to look like with the templates as well as include default messages/disclaimers. If no default template is chosen, Template 1 will be used for both Customer and Provider Proposals.

Tip: You can click the Click here to download a sample invoice .pdf button to see what your proposals will look like.

Template Style 1 (CUSTOMER)

Template Style 2 (CUSTOMER)

Template Style 1 (PROVIDER)

Template Style 2 (PROVIDER)

Setting a Default Message and Disclaimer

Default Messages and Disclaimers will auto-populate on Proposals but can be changed on an individual basis without having to change the defaults.

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