Go to the hamburger menu > Company Settings > Quotes > Template Name (Pencil Icon).
Default Quote Settings
Most of these settings can be overridden or tweaked for individual quotes, but we will set defaults here.
Set a name for quotes created with this template; this is visible to customers.
Set the color theme for this template.
Set financing offer for this template. More info here.
Set default profit margin and allowed ranges for managers and basic team members.
Set default deposit amount.
Set default discounts.
Set default line item visibility settings
Send Quote Actions
There are three things to customize here:
Stage to move the project to when the quote is sent.
Text message to send when sending quotes.
Email to send when sending quotes.
Signed Quote Actions
There are three things to customize here:
Stage to move project to when signed.
Send a text message when the quote is signed.
Email to send when the quote is signed.
Billing Settings That Affect Quotes
There are some settings over in Billing (that control invoicing and payments) that also affect quotes in two ways:
By enabling the “Build Into Margin Option,” ProLine will automatically add an additional 3.2% + $0.25 to every quote to compensate for merchant fees for card processing.
If you choose the option to pass fees to your customers (in addition to building them into quotes), ProLine will automatically add a “Cash Discount” to your quotes to compensate (and keep you from accidentally overbidding jobs by double charging for your card processing fees).
If you send your invoices through ProLine, ProLine will automatically remove or add the cash discount based on whether or not the customer is paying cash/ACH or card.
Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.