Default Cover Page

Default Proposal Cover Page

The cover page for your proposal can be customized to include pre-built text that will auto-generate on each proposal.

*Default Cover Page is a legacy feature and most users will find the customization available on the Custom Templates to be more useful than the text adjustment fields listed here.

There are two blocks of text available for customization.

Proposal Cover Page Paragraph Under Address – appears under the address on the cover page.
Proposal Cover Page Body – this is the primary body of the cover page where default information is stored.

Select Merge Text offers several merge fields to populate the text on your cover page with customer and job specific information from the individual sales order/proposal.

• Chose a text field from the listed options.
• Click in the text field, placing your mouse where you want the merge text to be displayed.
• Click the Insert button to have the merge field displayed.
• You can type before and after the merge field, or edit the merge field style, font, color, and size. Just don’t edit any of the text between the { brackets }.