Create Flexible Structures for Your Quotes, Proposals, and Estimates
Flexible Building Blocks for Streamlined Quotes and Proposals — Customize Every Section to Meet Your Client’s Unique Needs
1. How to set a cover page image in quote, proposal or estimate?
Cover page is the first page of your estimate, quote or proposal.
1. Click "Add new block" > "Cover image" 2. Choose the image from your computer.
Specs:
PNG, JPG
Format: A4
Aspect ratio: 1:1.414
Recommended size: 1000 х 1415, 1440 х 2038 pixels - the bigger the better!
Example of cover page
2. How to add a logotype to documents?
You can add logotype in the "Settings"
1. Click "Settings" > "Add Logotype" 2. Choose the image from your computer.
Specs:
PNG, JPG
Recommended size: 1280 х 720, minimum 400 x 250 pixels - the bigger the better!
Example of page with logotype
3. How to add an image next to customer contacts ?
You can add images on the first page of the document
1. Click "Add new Block" > "Image" block 2. Choose the image from your computer 3. You can add Title and Description text to image block 4. You can freely move blocks around in the document after creating them
4. How to add line items, and show all of it data in clients documents ?
You need to use the "Standard" estimation block
1. Click "Add new Block" > use "Standard" block in "Pricing Tables" section 2. Add and modify line items as you want 3. All data in the editor will be displayed in client documents. 4. You can freely move blocks around in the document after creating them If you want another logic of quotation > use next blocks
Example of page with standard block for line items in extraflow
5. How can i hide the line items amounts in clients documents ?
You need to use the "Hide line items amounts" estimation block
1. Click "Add new Block" > use "Hide line items amounts" block in "Pricing Tables" section 2. Add and modify line items as you want 3. All data, except line item amounts and prices, will be displayed in client documents. 4. You can freely move blocks around in the document after creating them
If you want another logic of quotation > use next blocks
Example of page with hide line items block for line items in extraflow
6. How to quote as usual, but show to client only the "Total", and hide whole table of added line items?
You need to use the "Hide all line items " estimation block
1. Click "Add new Block" > use "Hide all line items" block in "Pricing Tables" section 2. Add and modify line items as you want 3. Only the Title, Description, and Total will be shown on client documents. 4. You can freely move blocks around in the document after creating them
Example of cover page
7. How to Add a 'Grand Total' to Summarize All Pricing Tables in a Single Block
You need to use the "Grand Total " block
1. Click "Add new Block" > use "Grand Total" block 2. You can add Description to "Grand Total" block 3. Add a Description to the "Grand Total" block if needed 4. You can freely move blocks around in the document after creating them
Example of cover page
8. How can i add a Text in quotes, proposals or estimates?
You need to use the "Text" block
1. Click "Add new Block" > use "Text" block section 2. Add and modify Text as you want 3. You can freely move blocks around in the document after creating them
Example of page with text
9. How to add images with descriptions in documents?
You need to use the "Images with descriptions". You can add a Title and Description for the entire section and / or for each individual image.
1. Click "Add new Block" > use "Images with descriptions" block in "Images" section 2. Choose the number of columns 3. Add images and descriptions 4. You can freely move blocks around in the document after creating them
If you want A4 Full Page image > use next block
10. How to add Full Page Images in Quote, Proposal or Estimate ?
You need to use the "Full Page Image" block.
1. Click "Add new Block" > use "Full Page Image" block in "Images" section 2. Add an Image 3. You can freely move blocks around in the document after creating them
If you want another logic of quotation > use next blocks
Specs:
PNG, JPG
Format: A4
Aspect ratio: 1:1.414
Recommended size: 1000 х 1415, 1440 х 2038 pixels - the bigger the better!
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