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 templateāfrom adding branded content and product details to customizing quote options and saving reusable templatesāso you can streamline your sales process and present polished, accurate quotes every time.
š§ 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., āTest Shingle Templateā).
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 āAdd Pageā 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., āSectional Detailsā).
5. Save & Present
Once youāve 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., āTest Shingleā).
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 ā+ Add Optionā to add alternate product options:
Option 1: Basic shingle
Option 2: Premium shingle
Name the options appropriately (e.g., āBetterā and āBestā).
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., āLandmark Shingleā)
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.
ā 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