How to set a default supplier on your Roofr Proposals
Step 1: Enable settings
- Navigate to the 'Proposals' tab in your Roofr Dashboard.
- Click the 'Settings' tab.
- Toggle on 'Enable preferred suppliers on future proposals for your team'.
- Click the link to choose your preferred supplier.
Step 2: Pick your preferred supplier
- Star your favorite supplier card to mark it as your preferred choice. 🌟
- Click supplier card to select your branch.
- Star the specific branch you’d like to set as your preferred branch.
🎉 Your preferred supplier and branch pricing will now automatically be applied to any proposal created featuring that suppliers integrated pricing.
FAQs 💭
Q: Can I switch my preferred supplier later?
A: Of course! Just head back to the Proposals Settings tab, click the link to edit your supplier details, and pick a new favorite. Don’t forget to hit save!
Q: Do I have to choose a supplier every time I make a proposal?
A: Nope! Once you set a preferred supplier and enable this setting, their pricing will automatically apply to templates tied to them. One and done.
Q: What if I don’t set a preferred supplier?
A: You'll need to manually choose supplier pricing for each proposal. Save yourself the hassle—set a default!
Q: Will this change affect my existing proposals?
A: Nope! Your preferred supplier settings only apply to new proposals you create after flipping the switch.
Have more questions? Email us: support@roofr.com