The feature is Beta and is released only to a limited number of Pros.
The new Sales Proposal Tool layouts are designed to let you showcase your options more effectively, thanks to improved readability and presentation. You can choose different layouts based on whether your customer can approve one or multiple options, or simply stick with your favorite for all proposals.
How can I access the new layouts?
There's no need to activate anything. Create your options as usual, then click "Send" or "Present" on the Estimate Details page.
This will direct you to the improved "Send and present estimate" view, where you can finalize your proposal by adding images and option descriptions. You can also adjust which parts of your estimate are visible to your customers.
Selecting layouts
The layout control is located at the top of the page. You can toggle between the "simple", "side-by-side", and "stacked" layouts.
The "simple" layout
This layout doesn't display option images or descriptions, making it ideal for creating a straightforward document without extensive sales content. Despite its simplicity, the readability of the estimate ensures that your customers can easily understand your offer.
The "side-by-side" layout
Perfect for the good-better-best proposals because it's ideal for comparing different options.
The "stacked" layout
Options are stacked one under the other, making this layout suitable when you let your customer approve more than one option.
Presenting proposals
In addition to the new layouts, you can also present your proposal to your customer directly from your desktop device. Click the "Present" button located in the top right corner of the "Send and present estimate" view. This will open the proposal view without any settings, controls, or buttons. From here, your customer can sign and approve options.
Default layout settings
You can use default layout settings to apply certain layouts by default, depending on your proposal type:
Navigate to your Account Settings by clicking the gear icon in the top right corner of your Housecall Pro account.
Click the Estimates drop-down in the menu on the left.
Select 'Estimate defaults' from the drop-down menu.
From there, you will be able to apply the simple, side-by-side, or stacked layout separately for each of the following proposal types:
Proposals with only one option
Proposals with multiple options, where the customer can approve only one option
Proposals with multiple options, where the customer can approve multiple options
You can always override your default choices for individual proposals.