How To Edit And Customize A Proposal For A Project

Where you are: Create a proposal → Customize it → Send it. This article covers the second step.

When would I use this?

The scope of work needs items specific to this job
A page in your template doesn’t apply to this project
You need to attach an approved insurance scope
The customer qualifies for a discount, or the deposit needs adjusting

What are proposal tabs?

Proposal tabs come from the template you selected, and what they look like depends on the template type:

Template type	How tabs appear
PDF proposal	Individual pages of the proposal
Web page proposal	Tabs across the top, ordered left to right

Typical tabs include package selection, About Us, testimonials, and upgrades.

How do I preview my changes?

Click View Proposal at any point. You’ll see the pages or tabs exactly as the homeowner will.

Tabs with nothing in them don’t appear — if you have no upgrades, the upgrades page won’t show in the preview.

How do I edit the content on a page?

Click the down arrow on the component to see the images and text generating that page.
Edit the text as needed.
Save to the component.

How do I reorder or remove pages?

Reorder: move a page up or down in the list
Remove: toggle a page off and it’s hidden for this project

How do I edit a package or scope of work?

Packages are the estimates you brought into the proposal.

Click the down arrow to see the packages included.
Click the pencil icon on the package you want to edit.

You can edit:

Description
Key benefits
Best for
Scope of work
What’s Included
Warranty information
Available Colors/Variants
Product Documentation

This is where you add scope items unique to this job so the proposal reads as specific to the customer rather than generic.

What appears in the What’s Included section?

What’s Included shows line items from the estimate — materials, labor, and standalone costs.

This is how you show a homeowner what they’re getting rather than just a price.

What is the Available Colors/Variants section?

This section is newer than the video below. It works the same way as the other package sections.

Available Colors/Variants shows color and variant swatches on the package card, previewing the choices the customer will make later in the proposal.

It covers any product in the package that has variants and has Variant Selected in Proposal turned on in its product settings, and shows all variants associated with that product.

The same choice appears in two forms:

Where	How it looks
Package card	Swatches
Selection later in the proposal	A dropdown listing variant names, each with a small swatch

Two controls determine what the customer sees, and only one is yours to change here:

Control	Where it lives	What it does
Variant Selected in Proposal	The product’s settings	If on, that product’s variant dropdown always appears later in the proposal. This cannot be turned off from the builder.
Available Colors/Variants	Your proposal template, editable per proposal in the builder	Whether the swatches preview on the package card

Turning this section off removes the swatches from the card. The dropdown is still there later in the proposal, and the customer can still make a selection. Choosing is optional — they can sign without picking one.

To remove the choice entirely, turn off Variant Selected in Proposal in that product’s settings.

What do the eyeball icons mean on a package?

Your template decides which package sections are visible by default:

Icon	Meaning
Full eyeball	Section is visible in the proposal
Crossed-out eyeball	Section is hidden

Click the icon to toggle a section on or off for this proposal. If “Best for” is hidden by default but useful on this job, turn it on.

Can I undo my edits to a package?

Yes. Use revert to the original version to return to the templated content, then save.

How do I control how customers select packages?

Three settings in your package selection options:

Allow multiple selections

Setting	Use when
Off	Good/better/best of the same system — they should pick one
On	Separate services that stack — roofing, deck, and gutters together

Show package tiers

Toggle on to show the tier chip (such as “Best”) on each package. Toggle off to keep tiers internal.

Pre-selected package

Choose which package is selected when the customer opens the proposal. They can change it, but the default influences the decision.

Both the multiple-selection and tier settings can also be defaulted in your proposal template.

How do I add a page to a proposal?

Click Add Component at the bottom of the proposal tab section.
Browse your full component library — both PDF pages and component pages.
Add what you need.

How do I swap out a PDF page?

Inside any PDF component, click Replace PDF and choose a different file.

This is how you drop an approved insurance scope into a proposal — referencing the work you’ll be doing without rebuilding it by hand.

What other proposal settings can I adjust?

These live on the right-hand side of the builder.

Cover page content

Turn cover page content on or off, and choose options such as showing the date signed by the buyer.

Sales representative

Defaults to the sales rep on the project. Change it if someone else is presenting.

Fees and discounts

Add fees, or apply a common discount (a veteran’s discount, for example) or a custom discount for this project.

Payment options

Choose which payment methods you’ll accept if collecting a deposit on signing
Adjust the deposit amount — percentage-based, fixed, or combined (the lesser or greater of a fixed amount and a percentage)
Add or remove payments in the payment schedule, or turn the schedule off entirely
Add payment context, including any statements your state or area requires

Project timeline (optional)

Approximate start date, approximate completion date, and a timeline description.

Legal documents

Countersign agreements — turn this on and the sales rep’s countersignature is applied to the proposal automatically, with no separate step for your team
Require signer name and job title (useful for commercial projects)
Add or remove notices from your template
Adjust terms and conditions
Add a cancellation notice with your cancellation terms

Do I have to configure all of this every time?

No. Every section above is configurable in your proposal template. What you’re doing here is diverting from the template for this specific project.

If you’re editing the same things on every proposal, that belongs in template settings instead.

Tips and gotchas

If you’re editing the same thing every time, fix the template. This is the most useful thing in this article. Repeated manual edits are a signal your template is wrong, and every manual edit is a chance to forget one.
Preview before you send, every time. Toggles, reordering, and hidden sections all change what the homeowner sees. The View Proposal button is the only way to know what actually went out.
Show the swatches when color is part of the sale. The dropdown appears later in the proposal either way. Putting swatches on the package card means the homeowner sees the options while they’re deciding between packages, not after they’ve already chosen one. On a shingle replacement where color is half the decision, that’s worth having up front.
Turning off the swatches doesn’t remove the dropdown. If a product has Variant Selected in Proposal enabled, its dropdown appears in every proposal and can’t be turned off from the builder. The Available Colors/Variants section only controls the package card preview. To remove the choice entirely, change the product’s settings.
Confirm the color before you order. Variant selection is optional for the customer — they can sign without picking one. If color matters to the job and the proposal came back without a selection, get it confirmed before the material order goes out. See How to Create, Edit, and Manage Material Orders.
Decide whether What’s Included helps or hurts on this job. Showing materials, labor, and standalone line items reads as transparent on a well-documented scope. It also shows a homeowner exactly where the money goes, which invites line-by-line negotiation. Make it a per-proposal decision, not a default you never revisit.
Get the multiple-selection setting right. Leaving it on for a good/better/best roofing proposal lets a customer select two roofs. Leaving it off when you’re proposing roofing plus gutters forces them to choose between services you wanted to sell together. This single toggle shapes the sale — and because signing marks every selected package sold, it has a direct financial consequence.
Pre-select deliberately. The default package is a recommendation, and most people accept defaults. Pre-select the option you’d advise, not the cheapest or the most expensive by habit.
Scope of work is where proposals are won. A templated scope reads as generic. Two or three lines specific to this house — the chimney, the second-story access, the detached garage — tell the homeowner you actually looked at their property.
Use Replace PDF for insurance work. Dropping the carrier-approved scope straight into the proposal is faster and more credible than retyping it, and it shows the homeowner you’re working from what was approved.
Check the deposit math before sending. Combined deposits — lesser or greater of a fixed amount and a percentage — behave differently at different job sizes. Confirm the number on this proposal is what you intended.
Turn off pages that don’t apply. An upgrades page with nothing in it, or a testimonials page on a repeat customer’s second job, is noise. A tighter proposal reads as more considered.