Printed Proposal Cover
DeWayne Gibson avatar
Written by DeWayne Gibson
Updated over a week ago

Watch the link here....
https://youtu.be/kgXKJe4W_qE
Or read about it below....,
Today we implemented a new feature that will allow the salesperson to include a cover page on the proposal.  
Step 1 -  Add a photo or image of the salesperson/tech in the ADMIN under the editing of a salesrep.

Step 2 - On the edit proposal, at the top you can click "Print Cover Page" and it will print a cover page with the information of the company, sales-rep and the customer.  

Step 3 - If the customer chooses more than one option it will combine the total of both and say "Combined Total" with that number listed.  

The result will look as such.   Except with your company and sales rep images.  

Did this answer your question?