Follow the steps below to add multiple pricing options to roofing proposals and finalize an option.
Step 1: From your roofing proposal, click “Add Option” located directly underneath the “Pricing” tab.
Step 2: Your added pricing option will appear on the list.
Step 3: The design and roofing details will remain the same between pricing options.
Step 4: Scroll down to add new materials to the “Materials” section.
Step 5: Scroll down to the “Adders” section to select add-ons for your pricing option.
Step 6: You can also select and finalize a new finance option for the pricing.
Step 7: Once you have completed your pricing option, finalize the pricing option you would like to see in the proposal and contract by marking the checkbox next to the pricing option.
The pricing option you have finalized will appear in the summary section of the proposal.
