Jetbuilt

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?

Support

Editing & Using Company Pages

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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