Creating Assemblies
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      3. Creating Assemblies

      How to Import a Global Assembly into a Proposal in Bolster

      Adding global assemblies into a proposal is a useful time-saving tip when building out estimates.

      To import a Global Assembly into your proposal in Bolster, follow these steps:

      1. Access Your Proposal:

        • Open the proposal where you want to add a Global Assembly.

      2. Add an Item:

        • Click on the "Add Item" button.

      3. Browse the Item Catalog:

        • Select "Browse Full Item Catalog."

      4. Select the Bolster Legacy Catalog:

        • Click on "Bolster Legacy Catalog."
        • If you do not have access, contact your Customer Success Manager (CSM) at Bolster for assistance.

      5. Choose a Global Assembly:

        • Browse through the catalog, which contains over 500 Global Assemblies.
        • Click on the desired assembly to select it. Ensure the checkmark is enabled.

      6. Add to Estimate:

        • In the top right-hand corner, click "Add to Estimate" to include the assembly in your proposal.

      7. Review and Edit:

        • Once added, you can choose to go through a tutorial or skip it.
        • Open the assembly by clicking the blue plus button to view sub-assemblies and items.
        • Edit the items as needed.

      By following these steps, you can efficiently import and customize Global Assemblies within your proposals. For further assistance, please contact your CSM.