This article explains every setting available in the proposal settings panel and what each one does. Use it as a reference when customizing your proposal before sending it to a client.
How to Access Proposal Settings
Open the proposal and click Settings on the left side panel. Settings are grouped into four sections: Overall, Proposal, Summary, and Other.
Full proposal settings panel
Overall
Setting | What it does |
Template Color | Sets the brand color used throughout the proposal |
Cover Page | Shows or hides the proposal cover page with client name, project name, and date |
About Us | Shows or hides your company introduction section |
Past Projects | Shows or hides your past project photos and description |
Proposal
Setting | What it does |
Line Item Photos | Shows or hides photos attached to each line item |
Line Item Prices | Shows or hides the price for each line item |
Client Description | Shows or hides the client-facing description for each line item |
Crew Notes | Shows or hides internal crew notes — keep this off for client-facing proposals |
Summary
Show Line Items Displays individual line items in the proposal summary. When enabled, each line item appears with its name, photo (if toggled on), client description, and total price.
Price Per Line Item Shows or hides the individual price next to each line item in the summary.
Show Breakdown When toggled on, reveals a detailed cost breakdown table for each line item. This section has its own set of sub-toggles you can control:
Combine Tables — merges all breakdown tables into one combined view instead of showing separate tables per line item
Qty & Unit — shows the quantity and unit of measure for each entry
Unit Cost — shows the cost per unit
Total Cost — shows the total cost column
Charge — shows the charge amount billed to the client
The breakdown also includes separate sections for:
Materials — with a Totals Only option to show just the materials total instead of itemized rows
Labor — with a Totals Only option
Subcontractors — with a Totals Only option
Equipment — with a Totals Only option
Tip: Use Totals Only for each category if you want the client to see the overall cost without the full itemized detail.
Show Breakdown expanded with all sub-toggles and proposal preview
Proposal Total Shows the final total price at the bottom of the proposal.
Other
Payment Terms Shows or hides the payment schedule in the proposal. When enabled, clients can see the breakdown of payments — for example, 50% up-front and 50% upon completion.
Show Percentage Shows the percentage breakdown next to each payment term amount — for example, $2,941.88 (50.00%).
Next Steps Shows or hides a Next Steps section at the end of the proposal. Click the pencil icon to customize the message. Use this to guide the client on what to do after reviewing the proposal.
Next Steps Section
Proposed Schedule Shows or hides a project timeline section in the proposal. Click the pencil icon to edit:
Proposed Start Date — e.g. "Approximately 1–2 months after signing the estimate"
Estimated Completion Time — e.g. "Approximately 3 weeks pending any weather or change orders"
Additional Notes — any extra scheduling information for the client
Choose Save For This Estimate or Save For This Template when done.
Edit Proposed Schedule panel
Financing Shows or hides a financing section in the proposal. Click the pencil icon to edit:
Financing Info — describe your financing offer and partner (e.g. [Financing Company Name])
Link To Financing Application — paste the URL where clients can apply
Use this when you offer financing options and want to include them directly in the proposal.
Edit Financing Panel
Terms & Conditions Shows or hides your terms and conditions before the client signature. Click the pencil icon to edit the content. See How to Add Terms and Conditions to a Proposal for full setup instructions.
Attachments Allows you to attach additional files to the proposal — for example, permits, drawings, or product spec sheets. Click the pencil icon and upload or drag a file to attach it.
Attachment Panel
Signature Shows or hides the client signature field at the end of the proposal. Keep this toggled on so clients can sign and approve directly from the proposal.
Save Options
Every editable setting offers two save options:
Save For This Estimate — applies the change to this proposal only
Save For This Template — applies the change to all future proposals using this template