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.
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.
Rough runtime
3:19
Scenes
6
Lesson
6.1 · Proposals & quotes
File name
06-01 proposals-explained.mp4
Before you record
- A workspace with one proposal, a couple of layouts and a few templates.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Proposals explained: reports, layouts, templates and pages | /edit/report/[reportId] | Title card, then the first screen of the lesson. | Before we build proposals, let us nail the vocabulary: proposal, report, layout, template and page. |
| 1 | 0:2041s | Look at a proposal's pages | /edit/report/[reportId] | Open any proposal with "Open for editing". Read the "Pages" list on the left. | A proposal is just pages. Cover and intro to look good, Quote Details to price it, Inspection for photos, Terms and Warranty for the fine print, Authorization to sign. |
| 2 | 1:0141s | Spot the layout connection | /edit/report/[reportId] | Note the "Save as layout" link in the toolbar. On the job page, note "or start from another layout" under Create proposal. | Every proposal starts from a layout, and any proposal you are proud of can be saved as a new layout. |
| 3 | 1:4241s | Spot the template connection | /edit/report/[reportId] | Click Quote Details. Find "View templates to get started quickly". Click Authorization and find the same link. | Templates are per page. On Quote Details, pull in a saved quote structure; on Authorization, a saved disclaimer and upgrade list. |
| 4 | 2:2341s | See what the homeowner gets | /edit/report/[reportId] | Click "Review and Share" and look at the PDF; then remember the homeowner page from the quick start lesson. | The homeowner gets a web page with your branding, their photos and their options, and the same content as a PDF. What they sign is frozen for good. |
| 5 | 3:0415s | Recap & next lesson | /edit/report/[reportId] | Hold on the finished result, then the end card. | Vocabulary sorted. Next we create a proposal from a job. |
Narration, in order
0. Intro: Proposals explained: reports, layouts, templates and pages
0:00 · 20sTitle card, then the first screen of the lesson.
Before we build proposals, let us nail the vocabulary: proposal, report, layout, template and page.
1. Look at a proposal's pages
0:20 · 41sOpen any proposal with "Open for editing". Read the "Pages" list on the left.
A proposal is just pages. Cover and intro to look good, Quote Details to price it, Inspection for photos, Terms and Warranty for the fine print, Authorization to sign.
Show before cutting: Seven pages in a new workspace: Cover, Introduction, Quote Details, Terms & Conditions, Warranty, Inspection, Authorization. Each has a drag handle and a switch.
2. Spot the layout connection
1:01 · 41sNote the "Save as layout" link in the toolbar. On the job page, note "or start from another layout" under Create proposal.
Every proposal starts from a layout, and any proposal you are proud of can be saved as a new layout.
Show before cutting: Both mention layouts: a proposal is created from one and can be saved back as one.
3. Spot the template connection
1:42 · 41sClick Quote Details. Find "View templates to get started quickly". Click Authorization and find the same link.
Templates are per page. On Quote Details, pull in a saved quote structure; on Authorization, a saved disclaimer and upgrade list.
Show before cutting: A "Select a Template" dialog lists saved templates for that page type.
4. See what the homeowner gets
2:23 · 41sClick "Review and Share" and look at the PDF; then remember the homeowner page from the quick start lesson.
The homeowner gets a web page with your branding, their photos and their options, and the same content as a PDF. What they sign is frozen for good.
Show before cutting: The PDF matches the pages in order; the web page shows photos, options and the sign button.
5. Recap & next lesson
3:04 · 15sHold on the finished result, then the end card.
Vocabulary sorted. Next we create a proposal from a job.
Related lessons
Create a proposal from a job
Create a proposal with the default layout or pick another, understand the default name and prefilled signer, duplicate a proposal and delete one.
Proposals & quotesBeginner5 min
Layouts explained and the default layout
What a layout holds, how the default layout is chosen, the difference between My Layouts and Shared Layouts, and the plan limits.
Proposals & quotesBeginner5 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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