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Creating a Custom Input or Question in a Proposal or Template

Bolster allows users to enhance their proposals and templates by adding custom inputs or questions. This feature enables personalized data collection and ensures that proposals meet specific client needs.

Access the Proposal or Template Editor

  • Log in to your Bolster Software account and go into the Estimate you're working on.

Select the Item for Customization

  • Within the editor, locate the item where you want to add a custom input or question.

  • Click on the item to open its settings or configuration panel.

Add a Custom Input or Question

  • In the item settings, go to "Sales, optionality and upgrades".

Click 'Request custom input or selection from your customer' to create a new input field or question.

Choose the type of input (e.g., text box, dropdown, checkbox) that best suits your data collection needs & select whether or not this input is optional or not optional.

Configure the Input or Question

  • Enter a descriptive label for the input or question to guide users.

  • Set any necessary parameters, such as required fields, default values, or validation rules.

  • If applicable, provide help text or instructions to assist users in completing the input.

Save and Preview Changes

  • After configuring the custom input or question, click 'Save' to apply the changes.

  • Use the 'Preview' section (under estimates) to review how the input or question appears in the proposal or template.

Tips for Effective Customization

  • 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 and test the inputs to ensure they function as intended before publishing.

By following these steps, you can effectively create custom inputs or questions within your proposals or templates using Bolster Software, enhancing the personalization and relevance of your documents.