Add and edit proposal typesLast updated on 03/22/2022
When you present a proposal template to customers, the estimate options are ranked by good/better/best. You can customize how you want to label the estimate options with proposal types.
Things to know
Prebuilt proposal types are included with ServiceTitan. These proposal types are not editable.
Proposal types can have one or multiple options.
Add or edit a proposal type
Go to the navigation bar and click Pricebook. In the side menu, click Templates. Your template library opens.
Click the Proposal Templates tab and click Proposal Types.
The Add Proposal Type pop-up opens.
To edit an existing proposal type, click More ⠇ and select View/Edit Details. To add a new one, click Add Proposal Type.
Enter a name for the proposal type in the Proposal Type Name field.
Under Progressive or Additive, select how you want to sell estimates from the proposal template:
Progressive—Technicians can only sell one estimate from the template
Additive—Technicians can sell multiple estimates from the template
Under Options, enter a name for the estimate template label.
Click the color square to select a color for the label. Note: The label name and color are applied when showing estimate options in ServiceTitan Mobile.
Click Add option to create additional options.
Click and drag an option in the list to change the list order.
When you’re done, click Save.
Want to learn more?
Visit ServiceTitan Academy to enroll in Managing Estimate and Proposal Templates
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.