Learn how to hide or show line item totals, quantities, and unit pricing on a proposal before sending it to your customer.
What it does: Allows you to hide line item totals, quantities, and unit pricing when creating a proposal.
Purpose: Allows you to control which line item information is displayed in your completed/sent proposal.
Prerequisites:* None, but a proposal template is recommended
Available On: Pro, Premium & Elite Plans
Here's how it works:
Step 1: First log onto your Roofr dashboard and click the “Proposals” button on the left side navigation.
Step 2: Now, if you’d like to edit line items on an existing proposal then search and select it. If you’d like to manage line items on a new proposal click the “New Proposal” button.
Step 3: Once you are in the proposal editor and have line items listed, click the gear icon beside Estimates
Step 4: In order to hide totals, quantities, or line item unit pricing click on the slider button beside each option. If the slider is grey, it means it hide these items, if it is blue it will be shown on the final proposal.
Important Note: If you have hidden line items in this proposal showing line item totals/quantities/pricing may result in prices not adding up correctly when presenting the proposal to your customer.