1. After creating a proposal, click "Review & send"
This gets you into proposal document editing mode
2. Configuring your proposal
The configure tool let's you choose how line items on your proposal are displayed
You can choose how much detail to display in the proposal.
Detailed: Shows component quantities and component prices (based on selected toggles)
Concise: Shows item prices with limited breakdown
No details: No breakdown is shown; the item price is included in the service total
You can set whether you want to show monthly averages or individual line items
💡Pro tip: Click on "Save configuration as default" to keep saving your current design
3. Rearrange to change the order of your items
Tap on the dots to the left of the line item
Please contact [email protected] if you need help or have questions.