Settings
System configuration and management
⋮⋮
Contact Roles
⋮⋮
Lead Sources
⋮⋮
Payment Terms
⋮⋮
Archive Reasons
⋮⋮
Vendor Types
⋮⋮
Subcontractor Trades
⋮⋮
Material Types
⋮⋮
Service Types
⋮⋮
Loss Types
⋮⋮
Job Descriptions
Windows & Doors Dropdowns
⋮⋮
Window Types
⋮⋮
Door Types
⋮⋮
Frame Types
⋮⋮
Glass Panes
⋮⋮
Glass Coatings
⋮⋮
Glass Features
⋮⋮
Gas Fill Types
⋮⋮
Grid Patterns
⋮⋮
SGD Configurations
⋮⋮
Screen Types
⋮⋮
Lock Types
📝Proposal Quick-Add Templates
Customize the quick-add buttons (+) that appear in proposal inclusions, exclusions, and options sections.
Inclusion Templates
Exclusion Templates
Option Templates
Proposal Default Text
Set the default text that appears when clicking "Load Default" buttons in proposals.