ProLine

This guide will show you how to add financing options on the quotes you create and send through ProLine.

Add Financing Option To Your Quotes

This guide explains how quantity calculations work and how to use them in ProLine.

Configure Quantity Calculations

Learn how to add, configure, and customize a Signature Page from both Quote Templates and project-level quotes.

Quote Pages: Signature Page

Learn how to add Content Cells to your Quote Template pages and Project-Level quote pages.

Adding Content Cells to Quote Pages

Learn how to add, configure, and customize a File Page from both Quote Templates and project-level quotes.

Quote Pages: File Page

Learn how to add and configure a Text Page in your quote templates or project-level quotes to display formatted written content, personalized messaging, embedded media, and more.

Quote Pages: Text Page

Learn how to use Structure pages in a quote to define common line items that apply across all options and enable multi-structure quoting for projects with multiple buildings.

Quote Pages: Structure

Learn how to add and configure a Cover Page in your quote templates to create a professional, branded first impression for every quote you send.

Quote Pages: Cover Page

Quote Pages: Add-on

Learn how to use Option pages in a quote to present selectable packages — such as Good, Better, Best — allowing customers to compare and choose the solution that best…

Quote Pages: Option

Learn how to use Form Pages in quote templates to collect structured information directly inside your quotes, such as project details, customer selections, and job site notes.

Quote Pages - Form Page

Learn how to use the Custom page type to create fully customized quote pages using drag and drop content blocks for branded layouts, company introductions, and detailed explanations.

Quote Pages: Custom Page

Learn how to add and configure a Gallery Page in your quote templates, including layout settings and how images are added at the project level.

Quote Pages: Gallery

Laura Acosta

Quote Template Configuration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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