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.
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.
Authorization templates have their own editor with Disclaimer, Optional Upgrades, Profit Margin and Product Selections. Apply one on a proposal's Authorization page and only the signers remain to check.
By the end you can
- Create and edit an authorization template
- Apply it on the Authorization page
Screens used
- /settings?activeTab=templates-reports
/edit/template/authorization/[templateId]
Step by step
Create
/settings?activeTab=templates-reportsIn Settings → Templates click "Create Template", choose Category "Authorization", name it and create.
You should see: The "Authorization Template Editor" opens at /edit/template/authorization/<id>.
Fill it in
/edit/template/authorization/[templateId]Enter the Disclaimer, add Optional Upgrades, set Profit Margin, and add Product Selections (Item Name / Value/Selection).
You should see: Autosaves.
Apply
/edit/report/[reportId]In a proposal, open Authorization, click "View templates" and pick it.
You should see: Everything but the signers is filled.
Related lessons
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.
Proposals & quotesIntermediate8 min
Templates explained: categories, shared templates and limits
The six template categories, how a template is pulled into a page, the difference from layouts, and the Starter limit.
Proposals & quotesBeginner4 min
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