02-07-2023 08:32 AM
We have created several estimate templates and proposal templates but they seem to be lacking a couple of areas. I can find out how to add our logo so when the customer looks at our proposal or we email them a copy. it does not say our company name on it. Also, wanted to add maybe another logo for financing available or show them what their monthly payment would be and can not figure out how to add any of these. We have pictures of the equipment for each one but wanted to add something else to them.
02-09-2023 05:22 AM
Yeah I knew it does it when you email a copy of it. I am looking at proposal templates we use and it shows pictures of the equipment you add but we wanted to add the logo so when we email the actual proposal it has our logo on it.
02-08-2023 09:01 AM
Hello @ladams76,
When emailing estimates, they contain the business unit logo. For more customizable options, you can post the idea in Ideas section at https://community.servicetitan.com/t5/Ideas/bd-p/ideas - many posted ideas get implemented in future releases.