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Customer details on the proposal

The proposal cover shows the customer’s name, the home’s address, the date and the option. Type the name in Price & settings under Customer name; the address comes from the home you found.

A proposal with the homeowner’s name on it reads like it was made for them — because it was.

Add the customer’s name

  1. Open Price & settings

    In the calculator, find Customer name under Proposal — Printed on the PDF cover.

  2. Type the name

    As the customer wants it written, for example “Maria Lopez” or “The Lopez family”. It saves by itself.

Where it shows

DetailWhere it comes fromOn the proposal
Customer nameCustomer name in Price & settingsThe cover, and the customer’s signature line. Without it the cover says “Your home”.
AddressThe home found in RoofThe cover, and the footer of every page.
OptionOption 1, 2 … from Make a copyThe cover and the approval sentence.
DateThe day you make the PDFThe cover.

Good to know

  • The name is shared by all options of the same customer — see Compare options for one customer.
  • It also makes the calculation easy to find: search by customer name in Calculations.
  • Changing the name doesn’t need a new calculation — just make the PDF again.

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