Creating professional, consistent proposals in Nomohub is essential for helping your field reps move quickly and confidently. This step-by-step guide walks you through building a proposal template—from adding branded content and product details to customizing quote options and saving reusable templates—so you can streamline your sales process and present polished, accurate quotes every time.
🔧 Step-by-Step Guide: Creating a Proposal Template in Nomohub
1. Access the Admin Section
Go to the Admin section of Nomohub.
This is where you'll create and manage your templates and product catalog.
2. Start a New Proposal Template
Click Create New Template.
Name your template (e.g., “Test Shingle Template”).
3. Understand the Page Structure
Templates can contain several types of pages:
Cover Page: Branding and imagery
Quote Page: Where products and pricing go
Signing Page: Customer signature
Custom Pages: PDFs, brochures, extra details
4. Add Pages and Content
Use the “Add Page” option to insert custom content:
Upload PDFs (e.g., brochures for shingles)
Insert Text Sections (e.g., contract terms)
Rearrange pages using drag-and-drop.
Label custom sections (e.g., “Sectional Details”).
5. Save & Present
Once you’ve added your pages, click Save then Save & Present to preview your proposal.
6. Add Products to the Quote Page
Navigate to the Quote Page within your template.
Click Add Product:
Select your product (e.g., “Test Shingle”).
Set measurement to 0 so it pulls from the job data.
Enter waste factor and lock it if needed.
Choose pricing strategy:
Input direct cost
Or use markup margin
Save the product line.
7. Add Quote Options (Good, Better, Best)
Click “+ Add Option” to add alternate product options:
Option 1: Basic shingle
Option 2: Premium shingle
Name the options appropriately (e.g., “Better” and “Best”).
Input pricing and margin details for each.
Save each option.
8. Customize Quote Display
Edit quote display settings:
Show or hide line item totals
Show or hide unit pricing
Save your settings.
9. Use Quote Templates for Reuse
Go to Quote Templates under Admin.
Create reusable quote templates:
Name it (e.g., “Landmark Shingle”)
Add products and pricing
Save it
10. Insert Quote Templates into Proposal Templates
Go back to your Proposal Template.
When adding a product, select from your pre-made Quote Template.
This saves time by not recreating quotes each time.
✅ Summary
You now know how to:
Build a proposal template
Upload content (text, PDFs)
Add and customize product quotes
Use reusable quote templates for efficiency