Jetbuilt

Display the sold Change Order totals and new Project Total on the Change Order Acceptance Page

Showing Sold Change Orders on Acceptance Page

Patti

Christa Moody

Clayton

How to use the Designer to create proposal templates. Can't find an answer? Click the chat in the bottom right.

Designer

Adding and Deleting Company Pages

How to set up Proposals in Different Languages

Report Pages - Selecting a Language

Company Page Folders

Company Pages Area

Designer Edit Options

Using "Edit Options" menu to adjust which columns show up on your proposals.

How to Show/Hide Columns on Your Proposals

How to Display Labor Line Items on Line Item Pages

Upload Image to Library/Add Image to Report Page

How to add item images to reports using Designer

Add Product Images to Reports

How to add dynamic images to your report pages and projects

Dynamic Images

Use this convenient feature to automatically add project-based content to you proposals.

Dynamic Text

How to copy headers and footers from one page to another in the Designer

Default Headers and Footers

How to edit the Terms and Conditions that show up in the Summary section of your proposal

Terms and Conditions on Proposal Page

This article will discuss the option to add a column for discount percentage or discount amount to Proposals

Displaying Discounts on Proposals

How to show/hide room scope in the Line Items page

Room Scope in Reports

How to type pages of text in your project which can appear in your proposal.

How to use the Discussion Page

Editing your Purchase Order page within the Designer

Purchase Order Design

Setting up your Change Order Pages and Report Groups within the Designer

How to Create a Change Order Report Template

Box Sales

How to adjust your PO page so the notes don't run into the body section.

PO page cutting off the Notes section?

Editing & Using Company Pages

Using Report Groups to set up your proposal template

Report Groups

Adding Company Pages into your Report Groups

How to Add Pages to a Report Group

If your pages are out of order, here's how to fix it!

How to Reorganize a Report Group

Deleting Company Pages from Report Groups

How to Remove a Page from a Report Group

How to permanently remove a Report Group from your company's list

Deleting a Report Group

How to hide Report Groups from your list to keep things tidy.

Hiding Report Groups (Enterprise)

How to find Report Groups that were hidden in your account

How to View Hidden Report Groups

How to add your spec sheets to your reports.

Adding Spec Sheets to a Report Group

Report Group Folders

Report Groups Area

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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