Why is it important?
Enabling the Home Improvement New Proposal Flow gives your organization access to the updated proposal experience for home improvement projects. This helps your team use the latest proposal workflow and ensures new proposals are created using the updated flow.
What will you need?
Access to your organization profile.
Permission to edit Proposal Settings.
The Enable Home Improvement New Proposal Flow setting available in your organization settings.
Step by Step Instructions
Step 1: From your organization profile, click “Settings”.
Step 2: Locate “Proposal Settings”.
Step 3: Click the “Edit” icon.
Step 4: Locate Enable Home Improvement New proposal Flow and turn the toggle on.
Step 5: Scroll back up and click “Update” to finalize the changes.
Real Life Scenario
A home improvement company wants its sales team to start creating proposals using the new proposal flow. An admin opens Organization Settings, enables the new flow, and saves the changes. From then on, the team can use the updated proposal experience when creating home improvement proposals.
Pro Tip
After turning on the setting, make sure you click Update to save the changes. If you leave the page without updating, the new flow will not be enabled.
Troubleshooting
The setting is not visible:
Make sure you have the required permissions to edit organization-level proposal settings.
The toggle is on, but the change does not take effect:
Scroll back to the top of the page and click Update to save the setting.
The new proposal flow is still not available after updating:
Refresh the page and verify that the Enable Home Improvement New Proposal Flow toggle is still enabled.