Home Tutorial Videos and Onboarding Create a default proposal layout

Create a default proposal layout

Last updated on Nov 03, 2026

  1. Select the companies tab on the left. 
  2. Select View on your company.
  3. Select the defaults tab on the left.
  4. Scroll down to the bottom of the page.
  5. Find the "Default PDF Order" card in the lower right of your screen.
  6. Move and arrange the reports in the order that works best for your company.
  7. Hit save.

Note: While this will allow you to setup a default layout for your proposal, this does not allow you to setup your proposal options. Please double check your options and review your proposal before printing and presenting.