The proposal settings panel lets you control how your proposal looks and what sections are visible to the client. You can access these settings directly from the proposal page.
Steps
Open the proposal and click Settings on the left side panel
Under Overall, click the color circle next to Template Color to change your proposal's brand color
Toggle Cover Page on or off to show or hide the cover page
Use the toggles under Proposal to control what appears in the proposal:
Line Item Photos — show or hide photos attached to line items
Line Item Prices — show or hide pricing for each line item
Client Description — show or hide the client-facing description
Crew Notes — show or hide internal crew notes (keep this off for client-facing proposals)
Under Summary, control what totals are shown:
Show Line Items — display individual line items in the summary
Show Breakdown — display a cost breakdown
Proposal Total — show the final total price
Proposal settings panel with Template Color and toggles visible
