How to Add a Custom Input or Question to a Proposal or Template

Overview
Bolster allows you to add a custom question or input field to a line item in your proposal or template. Use this when you want the client to type their own response rather than choose from a preset selection you offer them.

Before You Begin

• Identify the line item in your estimate where you want to collect a custom answer from the client (e.g., a countertop item).
  
  

1. In your Estimate, click on the line item you want to add the question to (e.g., Countertop).

2. Click on the cube icon.

3. Scroll down to Sales, Optionality, and Upgrades.

4. Scroll down further and select Custom Input.

5. Write in the question you would like the customer to answer.

6. Either enter a default value or leave the field blank so the client can type in their own answer when they view the proposal.

Once saved, the client will see your question on the proposal and can type in their own response instead of picking from a selection.

Tips & Best Practices

• Keep It Simple: Ensure that custom inputs or questions are straightforward and easy to understand.
• Be Specific: Tailor questions to gather precise information relevant to the proposal's objectives.
• Test Thoroughly: Preview the proposal to confirm the question appears and functions as intended before sending it to a client.

Why This Matters

• Lets you collect a client's actual written response instead of limiting them to a fixed selection, giving you more flexibility in how you gather project details.

Summary

Adding a custom input or question to a proposal lets you request a written response from the client on a specific line item, by selecting Custom Input under Sales, Optionality, and Upgrades and entering your question.