Can I add specific phrasing to my Estimate Proposal?

Yes! To add specific phrasing to an Estimate Proposal, try creating & inserting a Default Text Block. Default Text Blocks are customized blocks of text that are stored within the Company Account and can be added to any report or document created in ConstructionOnline. When a Company User creates a Financial Report like an Estimate Proposal, they can choose to include up to two blocks of customized text. Company Users can select from the existing list of Default Text Blocks stored within the Company Account or create a new Default Text Block for future use. Company Users can also choose for a block of text to appear above the main document content, below the main document, or both. A sample Estimate Proposal that includes a Default Text Block can be downloaded here.

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