Content Templates

Manage Default Templates

The Content Templates section displays all the bid and scope of work templates available for your company. These templates include changes to two places in the bid - the cover page photo and how costs are shown to your customer on the costing page of the bid. Let answer some questions to figure out what changes need to be made.

Cover Page Photo - Do you want to see a photo of the property on the bid cover page? If yes, then no action needs to be taken, as it's already defaulted to pull in. If the answer is no, then find the Type called "Bid - Cover" with the Name "Main - No Image" and toggle the setting on before saving.

Costing Page - What pricing information do you want to show to the customer? Based on your answer, you can pick either "Full" "Total with Quantities", or "Total Only". The following options include the following details on the costing page:

Full - Product name, quantity, and price for each line item

Total with Quantities - Product name and quantity only for each line item

Total Only - Removes the line items altogether and only shows the total price

"Total with Quantities" is already defaulted. Follow the steps below to set a default for the option you choose under the Type called "Bid - Line Items".

Other templates are added by the Contractor Accelerator team when your company would like the sections within their bid to be customized. Please contact support if you would like to know more.

Manage Content Templates

Choose the template that will be selected by default when creating a bid or change rename them.

Edit Content Template

At this time, only the template name and default setting can be changed.

1. Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.) 
2. Select Bids & Drawing on the left side of the screen.
3. Select the Templates at the top of the box.
4. Select Edit