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--- CLIP 3: More Proposal Customization ---
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So that's gonna be the setup of the proposal
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One more thing before you leave this section is the template color in the top left corner
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You can choose here the color that you want
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So you can go and select any color that you like and when you're ready, you just hit set template color here
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It'll switch it over whatever color you prefer. Maybe you want to do the gray
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Whatever makes sense for your company you can set it up and you can save that permanently here
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All right
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One other thing is the templates. So in the top left corner, I'm gonna have these templates
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Don't worry about these test ones
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You can hit that trash to delete them
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But you can essentially add new templates and each of the templates can have pre-saved photos and wording
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So for example, I might have a hardscaping template and I'll have a separate landscaping template a separate deck template
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And each of those templates over here will switch out the photos that are shown so you can say it when you're editing these photos
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It's gonna have you save it for that template
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All right, so that's a really beneficial feature you can easily switch between
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pre-saved layouts and photos for the specific services you offer
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Additionally we have the payment terms which I'll be listed out
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next steps for the client
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And if you scroll down you'll see the terms and conditions page and the signature page
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All right, if we look on the left side here, there's actually a couple more options
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We have attachments we have crew notes we have show breakdown this is more for internal
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it's for your team, which we'll talk about and then we also have some of these that are turned off for
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Proposed schedule and financing. So if you go ahead and toggle those on right here
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you're gonna see this new option where you can put in the proposed start date completion time and
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As you can see here, it's going to show this as a new section in this document
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So if you want to edit any of that just click that pencil icon
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You can also do financing if you want to toggle on the financing
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It's going to add a section here for financing and in the pencil icon here
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You can go ahead and put in the different wording you can edit this
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You can put the financing company here and you can put a link here where they can go apply
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So
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That's how that'll work you can turn these on or off depending if you need them or not and
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For the terms and conditions to get those in you're just going to click that pencil icon right next to terms
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And you can paste those in here
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You can also click here on the left side to copy the terms and condition template
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This is built for landscapers and hardscapers. So if you're in a different industry, we would recommend
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Pasting in your own set of terms
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From there. We do have an attachments page as well
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If we turn that on you can see here
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There's a new attachments page and you can click the pencil icon next to this
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To be able to upload either a photo or a PDF document
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So that will show here and then the signature page is where you can add your contractor signature
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So just go ahead and click add signature then type out your name here
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you can select different font styles if you'd like you can also draw your signature if you want to do it that way and
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Just hit save to add your contractor signature
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You can see here. It'll say signing once it's done signing. You can send this out to the client