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.
- Select the Content Template tab from the Company Profile.
- Select the template's Three Dotted Menu button.
- Select Edit.
- Edit template name if needed and toggle on to default.
- Click Save.