Report Editor Guide
Build and Finalize Customer Reports
Open /edit/report/{reportId} to edit a report.
Core capabilities include:
- Multi-page editing (cover, quote, inspection, authorization, warranty, text, PDF pages)
- Report preview and complete agreement preview
- Report settings (including report-specific price list selection)
- Save current report structure as a reusable layout
Typical Workflow
- Open report from project detail.
- Edit content and quote options.
- Configure report settings as needed.
- Use preview to validate output.
- Share/send for signature from report workflow.
Price List Behavior
Report settings can bind a report to an additional price list.
When a report has a selected additional price list, effective pricing is loaded for that report context.