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Customizing Proposal Quality Headers

If you would like to use custom quality headers on your proposals instead of the default Good / Better / Best / Budget, you can easily create your own.

Written by Caleb Gibson

Adding Custom Quality Headers

  1. Go to More > Add Quality Level

  2. Enter the custom title you would like to use (for example: Bronze, Silver, Gold, Platinum)

  3. Select the appropriate proposal type (Budget, Good, Better, or Best)

  4. Click Save

  5. Repeat for any additional quality levels you would like to customize

If you need to make changes later, you can edit your existing quality levels by going to More > Quality Levels.

Important Notes

  • Once custom quality levels are set up, all newly created proposals will use those headers automatically.

  • Existing templates created before the quality levels were added will not update automatically.

To update an older template:

  1. Go to Proposals > Proposals

  2. Change All Proposals to Template Proposals

  3. Click Go

  4. Open the template you want to update

  5. Change the quality headers as needed

  6. Click Save

Once saved, that template will use the updated quality headers going forward.

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