Edit Your Proposal Template

Your proposal template can be customised to show more information for your customers and to best suit your business. For our Quotec Now users you will be able to design two separate proposal templates. One for your in-house quotes and another for quotes made through your Quotec Now.

To edit your proposal template start by going to MY DETAILS >> My Company.

From your my company page click the View Proposal Template link.

From this page you will be able to customise and adjust your proposal template. Check out information below to better understand what you can customise.

Template

This is the template used as the basis for your proposals. It determines the look of the proposal documents. You can choose from a set of pre-defined ones or you can contact Quotec to see about getting a custom one made for you.

Primary Colour

The primary colour will be shown in the header of each page as well as some other highlighted sections throughout. You can match this to your company colours, online designer or select something completely different.

Include Cover Picture

A cover page will be added to your proposals including your logo and company details.

This page will also by default include 3D image of the designed shed however at the bottom of the page you will also be able to edit what images are used on your cover pages.

Include Cover Letter

If selected, a cover letter will be included at the beginning of your proposal documents (after the cover picture, if selected).

Your cover letter will include the message written in the Welcome section of this page.

Can Change Welcome Message

This will allow you to customise the cover letter content for each individual job. The set welcome message will always be used by default, however if you wish, you can edit this when quoting a job. After clicking the quote button in the designer the normal pop-up will appear. To make changes, click the Edit link.

Include Frame Information

Selecting this will add a section on your job summary page above the cost summary or total price. This will include the frame details (columns, rafters, girts, and purlins) for the job. How these framing details are displayed can be adjusted further down the page.

Include Customer Sign Off Section

Include a page between the job plans and the terms and conditions section where the customer can sign to say that they accept this quote. The text to appear here can be entered in the Acceptance Text field (see below)

Include Elevation Drawings

If selected, elevation drawings will be added directly after the proposal plan and prior to the customer sign off section. Elevation drawings will be included from each side view: front, back, left, and right.

Framing Detail

Using the drop-down menu you can choose to show framing details in your proposals with either the item name, item part code or both.

Item Colour

Selecting from the drop-down menu you can choose to either show or not show the item colours. If you decide to show the item colours they will appear on your proposal in the building details section.

Summary Cost Label

If you choose to summarise some of the costs into a single value for the proposal, this is the label that will be shown with the summarised value.

Text Editors

In the right column are several text editors which allow you to set default text for various uses.

Welcome

Use this editor to customise the message you would like to show on the cover letter page of your proposal documents.

Notes

These are notes that will appear on the proposal after the costs:

When you create a new job, these notes will be copied to that job. They can then be edited before being used on the proposal.

Acceptance Text

This is the text that will be displayed in the sign off section of the proposal. It is a system wide setting and cannot be modified on the job itself.

Terms And Conditions

The terms and conditions at the bottom of your proposal can be edited here. Use this text box to make any necessary changes to the terms and conditions your company wishes to apply to your proposals.

Cover Images

You are also able to add your own images to be used on the proposal cover pages. You can choose to either use a generic cover image or use a different image for each of the building categories: awning, barn, carport, garage, mezzanine, and shed.

To add an image make sure that the Use Designed Job As Cover Image is deselected and then click the add icon.

This will bring up the below pop up where you are able to select the building category you would like to apply the image to and then upload the image. Once you have completed both, simply click the DONE button at the bottom to add the image into the system.

Trailing Pages

Next to the Cover Images section is the Trailing Pages. Trailing pages can be added to the end of your proposal documents.

To add a trailing page simply click the Add icon and then add the trailing page as an image to the pop up. Once it has been added simply click DONE.

Once you have multiple trailing pages added you will be able to adjust the order in which these trailing pages are included at the bottom of your proposal documents.