Accessing Default Quote Settings
Click the hamburger menu (☰) → Company Settings (this opens a new browser tab).
Select Quote Templates from the left menu.
Click the pencil icon ✏️ on the template you want to edit.
📱 App users: Tap Edit on the "You are in view mode" banner, then tap the blue View all settings button to access the template settings.Select the Settings tab at the top of the template editor.
The Default Quote Settings section will be the first section you see.
💡Each setting is collapsed by default. Click on any section to expand it and configure its options.
Quote Name
This is the name that will appear on the cover page of quotes created with this template — it's what your customer sees. Choose something clear and descriptive like "Roof Replacement" or "Roof Repair."
💡Please note: This is different from the Template Name, which is only used internally to identify the template within ProLine.
Additional Signers
Select any additional signers to be added to quotes created with this template by default. This is useful for workflows that require countersignatures or secondary approvals. You can assign:
The project’s main assignee (via checkbox)
A single specific user in your organization
Multiple users in your organization
💡Note: Additional signers can still be adjusted on individual quotes as needed.
The primary signer will always default to the customer or main contact tied to the project details. If the primary signer needs to be updated, this can only be done at the individual quote level via project level settings.
Quote Summary
When enabled, a summary section will appear on the quote signing page showing the customer both their selected and non-selected items. Check the Show summary of non-selected items on signing page checkbox to turn this on.
Example of how the Quote Summary appears on the signing page when enabled:
Financing Offer
ProLine allows you to display your own financing options on quotes. This section controls whether a financing estimate appears on each option and add-on page of the quote.
Checkboxes:
Show Financing Offer — displays a financing estimate on each quote automatically
Calculate Based on Subtotal (Instead of Total) — calculates the estimate based on the amount before taxes and discounts
Show as Option / Add-on Price — displays the estimated monthly cost instead of the total on option and add-on pages
Fill In Fields:
Rate (%) — your financing interest rate
Term (Months) — the length of the financing term
Application Link (Optional) — link to your financing partner's application page
Wording Under Offer — the small line of text displayed under the financing estimate on the quote (e.g. "Estimated payment if approved")
Finance Logo — click the blue Select Image button to upload your financing partner's logo. A pop-up will appear with three tabs:
Project Files — displays files tied to the project. If you're editing a quote template (outside of a project), you'll see a "Select Project" button to pull files from a specific project instead.
Company Files — shows files previously uploaded to ProLine's Company Files section.
Upload — lets you upload a file directly from your device.
Accepted file types: JPG/JPEG, PNG — max file size: 23.8 MB. A logo with a white background works best.
💡Note: ProLine is not a financing partner. You can work with any financing provider of your choice.
Price & Quantity Visibility
This section controls how much pricing detail is visible to the customer on the quote.
Show Line Item Prices on Quote — displays the price of each price list item visible on the quote
Show Line Item Quantities on Quote — displays the quantity of each price list item visible on the quote
Show Line Items With Zero Quantities — shows price list items visible on the quote even when their quantity is 0
Only Show Option & Upgrade Subtotals — only displays the subtotal for each option and upgrade. Note: this will override any discounts, taxes, or cash discounts set up in the quote.
Show "TBD" if Price Is $0 — displays "TBD" (to be determined) instead of $0.00 when the total price of items is equal to $0
Need Help?
If you encounter difficulties or have further questions, contact our support team at [email protected] or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.