Authorization page: disclaimer, upgrades, selections and signers
Set up the page the homeowner signs: the disclaimer, optional upgrades they can add, product selections such as shingle colour, the quote profit margin, signers and footer notes.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
4:10
Scenes
7
Lesson
6.8 · Proposals & quotes
File name
06-08 authorization-page.mp4
Before you record
- A proposal with an empty Authorization page.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Authorization page: disclaimer, upgrades, selections and signers | /edit/report/[reportId] | Title card, then the first screen of the lesson. | The Authorization page is where the sale closes. Let us set it up so the homeowner can say yes, and yes to extras. |
| 1 | 0:2043s | Disclaimer | /edit/report/[reportId] | Click Authorization. Edit "Disclaimer" with your acceptance wording. | The disclaimer is what they agree to. Keep your lawyer's wording here, and save it as a template later. |
| 2 | 1:0343s | Optional upgrades | /edit/report/[reportId] | In the Optional Upgrades table click "Add New Item" and add, for example, "Gutter guards" with price and quantity. | Upgrades are the easiest upsell you will ever make: the homeowner ticks a box. |
| 3 | 1:4643s | Profit margin | /edit/report/[reportId] | Set "Profit margin for this quote" between 0 and 100 if you track margin at the quote level. | Quote-level profit margin is for your reporting; it is separate from item margins in the price list. |
| 4 | 2:2943s | Product selections | /edit/report/[reportId] | In "Product Selections" add an Item such as "Shingle color" with its Section/value, e.g. "Charcoal". | Selections record the choices that matter on install day: colour, ridge vent style, drip edge finish. |
| 5 | 3:1243s | Signers and footer | /edit/report/[reportId] | Check "Signer 1 (Primary)" has Name and Email. Use "Add Another Signer" for a spouse or co-owner (up to 3; on Starter a third signer is refused when the page saves) and "Remove" to drop one. Fill "Footer Notes". | The primary signer is the homeowner from the job. Add a second signer if two people must sign; they will sign in order. |
| 6 | 3:5515s | Recap & next lesson | /edit/report/[reportId] | Hold on the finished result, then the end card. | Next: PDF pages and shared PDFs, then layouts and templates. |
Narration, in order
0. Intro: Authorization page: disclaimer, upgrades, selections and signers
0:00 · 20sTitle card, then the first screen of the lesson.
The Authorization page is where the sale closes. Let us set it up so the homeowner can say yes, and yes to extras.
1. Disclaimer
0:20 · 43sClick Authorization. Edit "Disclaimer" with your acceptance wording.
The disclaimer is what they agree to. Keep your lawyer's wording here, and save it as a template later.
Show before cutting: Text autosaves.
2. Optional upgrades
1:03 · 43sIn the Optional Upgrades table click "Add New Item" and add, for example, "Gutter guards" with price and quantity.
Upgrades are the easiest upsell you will ever make: the homeowner ticks a box.
Show before cutting: Columns Item / Price / Quantity / Total. The homeowner can tick upgrades on the e-sign page and they add to the total.
3. Profit margin
1:46 · 43sSet "Profit margin for this quote" between 0 and 100 if you track margin at the quote level.
Quote-level profit margin is for your reporting; it is separate from item margins in the price list.
Show before cutting: The value is stored with the quote.
4. Product selections
2:29 · 43sIn "Product Selections" add an Item such as "Shingle color" with its Section/value, e.g. "Charcoal".
Selections record the choices that matter on install day: colour, ridge vent style, drip edge finish.
Show before cutting: Selections print on the signed document under "My Product Selections".
5. Signers and footer
3:12 · 43sCheck "Signer 1 (Primary)" has Name and Email. Use "Add Another Signer" for a spouse or co-owner (up to 3; on Starter a third signer is refused when the page saves) and "Remove" to drop one. Fill "Footer Notes".
The primary signer is the homeowner from the job. Add a second signer if two people must sign; they will sign in order.
Show before cutting: Every signer needs a name and email before sending.
6. Recap & next lesson
3:55 · 15sHold on the finished result, then the end card.
Next: PDF pages and shared PDFs, then layouts and templates.
Related lessons
Authorization templates
Save your disclaimer, standard optional upgrades, profit margin and product selections as a template in the Authorization Template Editor, then apply it to any proposal.
Proposals & quotesIntermediate5 min
What the homeowner sees: proposal page and e-sign
Walk through the homeowner's side: the email, the branded proposal page with photos and options, choosing upgrades, and signing on the e-sign page.
Sending & e-signaturesBeginner8 min
Additional signers: two or three people signing in order
Add a second or third signer, understand the strict signing order and signer-specific links, read the status on the job, and handle the common error messages.
Sending & e-signaturesIntermediate6 min
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