Proposals explained: reports, layouts, templates and pages

The vocabulary and the moving parts: how a proposal is made of pages, how layouts and templates differ, and what the homeowner actually receives.

Beginner 6 minOwner / manager, Sales rep / estimator, 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.

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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: /projects/[projectId], /edit/report/[reportId] · Guide last checked 2026-10-03

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Preconditions

A workspace with one proposal, a couple of layouts and a few templates.

Steps

1. Look at a proposal's pagesDo: Open any proposal with "Open for editing". Read the "Pages" list on the left.Expect: Seven pages in a new workspace: Cover, Introduction, Quote Details, Terms & Conditions, Warranty, Inspection, Authorization. Each has a drag handle and a switch.Actual:
2. Spot the layout connectionDo: Note the "Save as layout" link in the toolbar. On the job page, note "or start from another layout" under Create proposal.Expect: Both mention layouts: a proposal is created from one and can be saved back as one.Actual:
3. Spot the template connectionDo: Click Quote Details. Find "View templates to get started quickly". Click Authorization and find the same link.Expect: A "Select a Template" dialog lists saved templates for that page type.Actual:
4. See what the homeowner getsDo: Click "Review and Share" and look at the PDF; then remember the homeowner page from the quick start lesson.Expect: The PDF matches the pages in order; the web page shows photos, options and the sign button.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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Templates explained: categories, shared templates and limits

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