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.

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.

The layout control is located at the top of the page. You can toggle between the "simple", "side-by-side", and "stacked" layouts.

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.

Perfect for the good-better-best proposals because it's ideal for comparing different options.

Options are stacked one under the other, making this layout suitable when you let your customer approve more than one option.

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.

You can use default layout settings to apply certain layouts by default, depending on your proposal type:

You can always override your default choices for individual proposals.