How do I Edit The New Sales Experience Estimate Details Page in the Mobile App?

Learn to edit your Estimate Details page in the New Sales Experience in the Mobile App.

On This Page

Steps for Apple

Steps for Android

Editing the Estimate Details in the iOS App

Once you have navigated to the estimates in your app, click on the Estimate Details section to start editing. 

Once there, you can: 

1. Use a previously saved Template.
2. Edit your Option Page Settings as below:
   
   1. Allow customers to select one option or select multiple options.
   2. Choose what you would like to Display on the PDF by toggling the options on or off.
3. Select the three dots to Save the Option as a Template to use for other options (such as in a Good, Better, Best estimate). 
4. Add Items to your Options as listed below:
   
   1. Copy Items from another option you have created previously
   2. Reorder the sections on your Option
   3. Edit the Section Title or Delete the section by clicking the trashcan icon
   4. Show the Section Total on the Option or toggle it off
   5. Add Line Items
   6. Add additional Sections
   7. Edit the Profit Margin by moving the slider
   8. Select the Tax you would like to apply to the Option
   9. Add Notes to the Option
   10. Save the Option as a template for future use by selecting Save as Template
   11. Select Details to view an overview of the Estimate subtotal and Total
5. Select Add Option to add an additional Option to your Estimate
   
   

Editing the Estimate Details in the Android App

Once you have navigated to the estimates in your app, click on the Estimate Details section to start editing. 

Once there, you can:

1. Select the gear icon to edit your Option Page Settings as below:
   
   
   1. Allow customers to select one option or select multiple options.
   2. Choose what you would like to Display on the PDF by toggling the options on or off.
2. Edit your Page Title.
3. Select Use Template to apply a previously created template.
4. Select your Financing options (if enabled).
5. Select + button to add an additional Options to your Estimate.
6. Select the three dots next to the Option title to Reorder your Options, Save the Option as a Template to use for other options (such as in a Good, Better, Best estimate), or delete your Option.
7. Add Items to your Options as listed below:
    
   
   1. Select the Templates button to use a previously saved estimate template.
   2. Edit your Option Name.
   3. Reorder the sections on your Option.
   4. Edit the Section Title or Delete the section by clicking the trashcan icon.
   5. Show the Section Total on the Option or toggle it off.
   6. Add Line Items.
   7. Add additional Sections.
   8. Edit the Profit Margin by moving the slider.
   9. Select the Tax you would like to apply to the Option.
   10. Add Notes to the Option.
   11. Select Details to view an overview of the Estimate subtotal and Total.