My Roof CRM

Cover, introduction, terms and text pages

Style the cover with a branding theme, write the introduction and terms with the rich text editor, use tokens to personalise text, and pull in a saved template.

Beginner 6 minSales rep / estimator, Owner / manager, Office & admin staff· Last checked 2026-10-03

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.

GuideScriptChecklist

Cover, Introduction, Terms & Conditions, Warranty and any Text / Document page share two tools: the cover editor (themes from Branding) and a rich text editor. Tokens such as {{CUSTOMER_FIRST_NAME}} personalise text when the proposal is produced.

By the end you can

  • Choose a cover theme
  • Edit rich text pages
  • Personalise text with tokens and templates

Screens used

  • /edit/report/[reportId]

Step by step

  1. Cover/edit/report/[reportId]

    Click the Cover page. Pick a theme in the cover editor.

    You should see: The cover shows your logo, the "We can help with…" line from Branding, the customer and address.

  2. Introduction/edit/report/[reportId]

    Click Introduction. Write or paste your welcome text in the rich text editor: headings, bold, lists.

    You should see: Text autosaves.

  3. Personalise with tokens/edit/report/[reportId]

    Type a token such as {{CUSTOMER_FIRST_NAME}} or {{SALESPERSON_NAME}} into the text.

    You should see: In the preview and the homeowner view the token becomes the real value; an empty token renders as nothing.

  4. Terms, warranty and text pages/edit/report/[reportId]

    Edit Terms & Conditions and Warranty the same way. Add a "Text / Document" page for a case study or FAQ.

    You should see: Each page prints in the order of the Pages list.

Tips

  • Save your perfected introduction as a template so every new proposal starts with it.

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