How to set a default supplier on your Roofr Proposals
1) Enable settings
Navigate to the 'Proposals' tab in your Roofr Dashboard.
Click the 'Settings' tab.
Toggle on 'Enable preferred suppliers on future proposals for your team'.
Click the link to choose your preferred supplier.
2) Pick your preferred supplier
Star your favorite supplier card to mark it as your preferred choice. đ
Click supplier card to select your branch.
Star the specific branch youâd like to set as your preferred branch.
âđ Your preferred supplier and branch pricing will now automatically be applied to any proposal created featuring that suppliers integrated pricing.
FAQs đ
Q: Can I switch my preferred supplier later?
A: Of course! Just head back to the Proposals Settings tab, click the link to edit your supplier details, and pick a new favorite. Donât forget to hit save!
Q: Do I have to choose a supplier every time I make a proposal?
A: Nope! Once you set a preferred supplier and enable this setting, their pricing will automatically apply to templates tied to them. One and done.
Q: What if I donât set a preferred supplier?
A: You'll need to manually choose supplier pricing for each proposal. Save yourself the hassleâset a default.
Q: Will this change affect my existing proposals?
A: Nope! Your preferred supplier settings only apply to new proposals you create after flipping the switch.