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.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /edit/report/[reportId] · Guide last checked 2026-10-03

0 of 5 ticked · remembered in this browser

Preconditions

A draft proposal with blank Introduction.

Steps

1. CoverDo: Click the Cover page. Pick a theme in the cover editor.Expect: The cover shows your logo, the "We can help with…" line from Branding, the customer and address.Actual:
2. IntroductionDo: Click Introduction. Write or paste your welcome text in the rich text editor: headings, bold, lists.Expect: Text autosaves.Actual:
3. Personalise with tokensDo: Type a token such as {{CUSTOMER_FIRST_NAME}} or {{SALESPERSON_NAME}} into the text.Expect: In the preview and the homeowner view the token becomes the real value; an empty token renders as nothing.Actual:
4. Terms, warranty and text pagesDo: Edit Terms & Conditions and Warranty the same way. Add a "Text / Document" page for a case study or FAQ.Expect: Each page prints in the order of the Pages list.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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