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

Rough runtime

3:19

Scenes

6

Lesson

6.4 · Proposals & quotes

File name

06-04 cover-and-text-pages.mp4

Before you record

  • A draft proposal with blank Introduction.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Cover, introduction, terms and text pages/edit/report/[reportId]Title card, then the first screen of the lesson.The words around the price matter. Here is how the cover and text pages work.
10:2041sCover/edit/report/[reportId]Click the Cover page. Pick a theme in the cover editor.The cover is mostly branding you already set; pick the theme that suits this proposal.
21:0141sIntroduction/edit/report/[reportId]Click Introduction. Write or paste your welcome text in the rich text editor: headings, bold, lists.Introduction is your pitch: who you are, why the homeowner should trust you.
31:4241sPersonalise with tokens/edit/report/[reportId]Type a token such as {{CUSTOMER_FIRST_NAME}} or {{SALESPERSON_NAME}} into the text.Tokens make a saved text feel personal: "Dear Customer First Name" becomes "Dear Maria" on every proposal.
42:2341sTerms, 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.Terms and warranty are the same editor. Add extra text pages for anything that helps you win.
53:0415sRecap & next lesson/edit/report/[reportId]Hold on the finished result, then the end card.Next, the heart of the proposal: the quote editor.

Narration, in order

  1. 0. Intro: Cover, introduction, terms and text pages

    0:00 · 20s

    Title card, then the first screen of the lesson.

    The words around the price matter. Here is how the cover and text pages work.

  2. 1. Cover

    0:20 · 41s

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

    The cover is mostly branding you already set; pick the theme that suits this proposal.

    Show before cutting: The cover shows your logo, the "We can help with…" line from Branding, the customer and address.

  3. 2. Introduction

    1:01 · 41s

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

    Introduction is your pitch: who you are, why the homeowner should trust you.

    Show before cutting: Text autosaves.

  4. 3. Personalise with tokens

    1:42 · 41s

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

    Tokens make a saved text feel personal: "Dear Customer First Name" becomes "Dear Maria" on every proposal.

    Show before cutting: In the preview and the homeowner view the token becomes the real value; an empty token renders as nothing.

  5. 4. Terms, warranty and text pages

    2:23 · 41s

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

    Terms and warranty are the same editor. Add extra text pages for anything that helps you win.

    Show before cutting: Each page prints in the order of the Pages list.

  6. 5. Recap & next lesson

    3:04 · 15s

    Hold on the finished result, then the end card.

    Next, the heart of the proposal: the quote editor.

Related lessons

The report editor: pages, toolbar, preview and settings

Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.

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Quote, introduction and text templates

Create a Quote Details template with your standard sections and items, create text templates for introductions and custom pages, and pull them into a proposal.

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Text tokens: personalise proposals, templates and emails

The full list of tokens such as {{CUSTOMER_FIRST_NAME}} and {{SIGNED_QUOTE_TOTAL}}, where they work, and what happens when a value is empty.

Proposals & quotesBeginner4 min

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