SA Setup and Deep Dive Estimate Template Document Editing

SA Setup and Deep Dive Estimate Template Document Editing 

(Updating terms and conditions in your estimate template document)

• Estimate Template Documents
  • These documents house your terms and conditions
  • One for Clients and one for Leads.
  • When a client clicks on the Client Estimate Email, it leads them to the Client Estimate Template Document.

• The estimate template document also houses your pricing.
  
  
• You can change/edit any wording(s) in the templates.
  
  
• After you update the wording in your terms and conditions, you have to delete the Dynamic Content which says “SimpleGrowth Estimate Template” and then drag the dynamic content from the left pane back over and re-add “SimpleGrowth Estimate Template” and hit SAVE, as shown in the below screenshots.