The valuation template builder lets you style your valuation reports in your own brand, choosing the layout, fonts, colours and content that appear on every report you send.

Reports are designed mobile first, as most vendors open their valuation on a mobile device, but you can preview and fine tune how they look on desktop and tablet too.

To get started head to Settings > Branch Settings > Collateral Templates > Valuation Proposals.

The builder is split into three template types - Sales, Lettings, and Sales & Lettings - so you can set separate content depending on the type of valuation. Changes made to each type are saved independently.

Your new template starts from your current valuation template, so you don't need to build it from scratch.

Clicking into a template type opens the template builder, where you can navigate between the sections of the report, see a live preview that updates as you make changes, and adjust the settings and formatting for each section.

If you're a multi-branch agency, you can copy the layout from another branch, so you only need to set your template up once.
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To copy another branch’s template, go to Page settings, click Select branch in the Copy from another branch box, choose the branch, and click Save. This option only appears once another branch has set up the new template.

From the top right, you can preview what your template will look like on desktop, tablet or mobile.

You can also use the drop down arrow next to the preview button to preview the report in a variety of scenarios, including a price range or single price, and one or three fee blocks.

You can add as many content sections as you need, reorder them using drag and drop, and hide or show them. Each section has a choice of layout designs, and you can add images from your own uploads or the free image library.

Start by setting the default formatting for the report. This includes choosing which brand, colours and fonts are used throughout the report, including custom fonts, as well as design features such as the corner radius on buttons and images.

Here you can also choose whether prices on the report show in shorthand (for example £1.15m) or in full (for example £1,150,000).

If your logo needs to look different on light or dark backgrounds, you can use the logo editor to adjust it.

The hero header is the section at the very top of the report. Choose whether the header image should be the property's location on a map, an image (uploaded or from the image library) or a solid fill colour. You can also add the image alt text (what screen readers read aloud for visually impaired users, and what shows if the image fails to load), and the background overlay colour that shows over the header image.

You can also choose whether your social links show in the header, displayed as platform logos.

The About Us section is your agency's chance to make a strong first impression. Add a heading and a short paragraph introducing who you are, optionally upload an image, and configure up to two buttons, each with its own label and URL link. Your social links can also be switched on or off in this section.

The message section shows the valuer's name and contact details alongside your intro message. You can set a default intro message in the free-text field, which can be tweaked each time you generate a report on a property.

From the video section you can paste in a video link, add a thumbnail, heading, and description, set the playback settings and add multiple videos if needed.

Videos from YouTube, Vimeo, Loom and Wistia play inside the report. Links from other sites open in a new tab.

Set a default market appraisal text that pre-populates each time, useful for standard commentary you use regularly. Everything here is fully editable when you generate the report, so you can tailor it to each property.

Both the fees and auction sections use a fixed default layout and there is no configuration available here.

If you’d prefer to show your fees exactly as they were quoted, for example “1.25% + VAT” rather than a worked-out £ amount, switch on Show quoted fees in the Content tab of the fees section.

Within the documents section you can load any additional documents you'd like to share alongside the report. Each one can have an optional title and subheading to give it some context.

The Instruct us button stays on screen as the vendor scrolls through the report. On desktop it shows in a sticky header with your logo, the price and the button, and on mobile in a bar at the bottom of the screen with the price and the button.

The footer shows your logo, social links, address and contact details, filled in automatically from your branch. You can change the footer colour and override the logo if you'd like to use a different one.

You can also add an optional heading and an Instruct us button to drive next steps. A secondary button with a custom URL can be added if needed, however this will only show on mobile and tablet devices.