Hover makes it easy to customize your company's proposal documents to showcase your brand, and increase close rates.
Proposal page
Transform admins can view and manage proposal settings from the Manage Workflows > Proposal page.
From here you can:
Configure exact specifications your sales reps see when generating an estimate
Input pre-defined notes your sales reps can use to easily add dynamic information per estimate
Manage number of signees per proposal
Edit the sort order of your proposal pages
Add new proposal pages and copy/paste text into the content section
Preview your proposal without creating a new estimate
Also, if you want to prevent your sales reps from creating a proposal altogether, you can deselect the checkbox beside Active for organization. Deselecting the checkbox will hide the Get Proposal option in Estimation.
Scope of work section:
Under the Sections header of the proposal page, you can edit existing sections, move/arrange the order of the sections and pages, or create new sections for the proposal. If you are a new Transform org, you will only see the Scope of Work page here, which is the line item breakdown proposal page we generate dynamically, per job.
From the Scope of Work page, you can do two things:
Edit the settings of the proposal page itself (ie, change the name, define if the branding/header name shows up, etc).
Define what the Get Proposal modal should look like for your sales reps:
Either by defining the default values of the toggle or
by defining which toggles to show/hide
There is also a Disclaimer note field included on the Scope of Work section. You can use this field to add additional text which will display near the customer signature.
Adding a new section:
Click + Add Section
Title the section
Use the dropdown menu to select which trade the section "applies to"
For example, if you select Roof, the section will only appear in proposals that include that trade-type.
Select (or deselect) Show Branding on Header - depending on whether or not you want your company logo to populate in the top right corner of the proposal page
Select (or deselect) Show Section Title - depending on whether or not you want the section title to display at the top of the page
Once you’ve completed your proposal updates, click Save to finalize your edits. If you’d like to preview your new proposal, click on Preview in the upper right-hand corner of your screen to view your proposal from your customers point of view.
Templates page
Transform admins can view and manage all saved templates from the Manage Workflows > Templates page.
Each of your customized templates will be listed along with information about the trade of the template, it’s activation status, and the last date it was updated.
Editing a template:
As a Transform admin, you can make multiple changes to your templates from this tab.
Click the expand arrows below to learn more.
Activating or deactivating a template
Activating or deactivating a template
If a template is active, it will show up in the estimation flow for sales reps.
To activate a template with an INACTIVE status:
Click on the inactive template to open it
Check the box beside Active for organization
Click Save
To deactivate a template with an ACTIVE status:
Click on the active template to open it
Uncheck the box beside Active for organization
Click Save
Renaming a template
Renaming a template
Click the template to open it
Type the new name into the "Template Name" field
Click Save
Create a template group, and assign line items to template groups
Create a template group, and assign line items to template groups
Create template group allows you to set up a custom arrangement for customer-facing documents. Follow the steps below to arrange the order in which material list line items appear on a customer facing proposal document:
Click on the template to open it
In the Line items section, click Create template group
Name the group (required)
Provide a short description of the group (optional)
Click Create
Click Save
Scroll down to the Unassigned line items section
Check the box beside the line item(s) you want to assign to a template group
Click Assign to group in the top right corner
Choose the template group from the drop down menu
Click Save
The template groups will then appear for any proposal created for that template.