In this article:
How to add a discount to your proposal
Tap the More menu in the lower navigation and select Proposals
Tap the proposal you want to edit
Tap Edit Option
Tap the top dropdown and select Totals
Tap Add discount
Enter a discount name
Select percentage or value, and enter the discount amount
Tap Done, then Save
💡 Discounts are applied before tax. Taxes will be calculated based on the discounted subtotal. If a profit minimum is set at the template level, the team cannot apply a discount that goes below this minimum.
Discount FAQ’s:
Where can I add a discount? Discounts can be added to proposals only, not to templates.
Can I add more than one discount? You can add one discount per estimate option. To combine multiple discount types, customize the discount title (e.g., "Military + Promotion Discount - 10% off").
Can applying a discount make my estimate unprofitable? Not if you set up profit guardrails in your templates. These guardrails prevent team members from adding discounts that don't meet your profit requirements.
How do I prevent my team from adding discounts? You can't currently block discount usage, but profit guardrails in templates will prevent discounts that don't meet your minimum profit requirements.
How to add an upgrade to your proposal
Tap the proposal you wish to add an upgrade to, then tap Edit option
Tap Add, then Upgrade
Tap Add again, and select line item
Enter the item you wish to include as an upgrade and add any details
Tap Save
💡 Upgrades are optional add-ons. If you’re offering an upgraded version of an item in your base proposal, your upgrade should reflect the additional cost of the upgraded item. The price of the line item should be the difference in price between the upgraded option and the base option.
💡 Customers must select an estimate option before choosing any upgrades
Upgrade FAQ’s:
What type of upgrades can I add? Upgrades are flexible and commonly used for:
Warranties (1, 3, 5, 10-year options)
Premium materials (upgraded underlayment)
Additional services (gutters, windows, siding)
Can I add upgrades to my catalog? Yes. Label upgraded materials clearly as "upgrade" in your catalog to easily add them as proposal line items.
When should I use upgrades vs multi-select options? Use upgrades when the add-on only applies to a specific estimate option (customers must choose the base option first). Example: Offering gutters as an upgrade to roofing options when gutters aren't sold standalone.
Use multi-select when customers can choose additional options independently of other selections. Example: Offering gutters as a separate option that customers can select with or without roofing work.
Can upgrade line items replace the original estimate items? No. Upgrades are added alongside the original items, so label them clearly to show the price difference between base and upgraded options.
How to edit your proposal cover
From your proposal, tap the ☰ Menu at the bottom right
Tap Cover
Tap the ☰ Menu at the bottom right to view options
Tap the 🖼️ image icon to change the main image
Select from the available images, upload from your device or import from company cam
Tap the ⊞ squares/layout icon to change the layout
Select your preferred layout from the available options
How to add additional signatures to your proposal
💡Every proposal automatically includes an e-signature at the end for customers to sign off on the full proposal. In-line signatures capture additional signatures or initials for specific requirements like payment schedules or terms and conditions.
Tap the proposal you wish to add a discount to
Tap the ☰ Menu at the bottom right
Tap + Add new section and select Text
Add a title and your desired text (ie: terms and conditions)
Select the pen icon in the menu pop up bar to select and add signature fields
Customers will be required to sign and date the section on receipt
Add dynamic fields (such as customer name and address) to the document by typing ‘@’ and selecting the field
How to add a cosigner to your proposal
Tap the proposal you wish to add a discount to
Tap the … Options Menu at the top of the page
Tap Add cosigner
Add cosigner details and tap Save
💡The proposal will be sent to the primary customer first to gather their e-signature. Once complete, an email with a signature request will be sent to the co-signer to review and e-sign.
What's Next?