An extra page is used to include any additional sections in your proposal, such as a back page, an acceptance/signature page. This defaults towards the bottom of the proposal and can’t be moved elsewhere.
How to Add a Extra cover Page in the Proposal List #
1. Select a Quote
- Start by selecting the quote you want to edit.
2. Navigate to Proposal View
- Go to the ‘Proposal View’ of the selected quote.
3. Go to ‘Edit’
- Click on ‘Edit’ to modify the proposal.
4. Add the Extra Page Section
- Select the section and add the ‘Extra Page’ section to the proposal list.
5. Choose an Extra Page
- From the drop-down menu, select a cover page style you prefer.
If the Extra page doesn’t appear in your proposal view: #
1. Go to ‘Edit.’
2. Naviga te to ‘Settings.’
3. Under ‘Web Quote,’ tick ‘Show Extra Page.’
4. Select ‘Save.’
5. Click ‘Finish Editing.’
If you added an acceptance page, your client’s signature will be applied to that page once they accept the quote.
Once you’re satisfied, save your changes to overwrite the template. This won’t overwrite your entire cover page, it only saves the section that was added within the template. These changes will automatically apply each time you use the template for future quotes.
Most cover pages can be customised directly in the proposal editor, allowing you to replace images as needed. If you need a specific cover page design or want the ‘Cover Page’ editor enabled, please contact us for assistance.
