SignalDraft manual

Go to studio.signaldraft.app in a web browser. You’ll see a sign-in card with two fields, Email and Password.

1. Enter the email address and password your administrator set up for you, then click Sign in.

2. Alternatively, click Sign in with Google if your account has been linked to a Google identity. SignalDraft does not support signing up with Google on your own — an administrator has to create your account first.

3. Forgot your password? Click Forgot password? and enter your email. You’ll receive a reset link by email.

Once signed in, a navigation bar runs across the top of every page. Which tabs you see depends on the access your administrator has granted you:

DASHBOARD
Pipeline snapshot, recent activity, and announcements

PROJECTS
Create and work on quotes/proposals

MANAGEMENT
Product Catalog, Customers, Bundle templates

ADMINISTRATION 
Organization Info, Users, and Proposal Builder settings

The dashboard is accessible by everyone but your administrator sets this access per person under Administration → Users. If you ever lose access to the tab you’re currently viewing, you’ll be moved automatically to the first tab you still have access to. 

Click your avatar in the top-right corner to open your profile menu. From here you can Edit Profile, Change Password, open Sign-In & Security (two-factor authentication and Google linking), switch between light and dark themes, or Sign Out.

The Dashboard is your landing page and gives you a snapshot of where the business stands. It’s made up of eight cards:

The total sell value and count of every open project (any project whose status is flagged to show in the pipeline and isn’t closed out).

The same, narrowed to projects with an expected close date in the next 30 days.

A donut chart breaking open pipeline down by the Vertical assigned to each project.

A donut chart breaking open pipeline down by project status, using each status’s configured color.

Your six most recently created open projects, click any row to jump straight in.

Your six most recently closed-won projects.

Open projects whose expiration date has already passed, soonest-expired first. If nothing’s overdue, this card simply says so.

The five most recent company announcements posted by a platform super-admin. This is the only Dashboard card that shows the same content to every user across every organization.

Click Projects in the top nav to see every project in your organization. Use the search box to find one by name, project number, or customer. Each row shows the project name, customer, status, and total — click anywhere on a row to open it, or use the trash icon (with a confirmation) to delete it.

Click New Project to start one. In the quick-create dialog, give it a name and pick a customer from the type-ahead search. If the customer doesn’t exist yet, type their name and SignalDraft will offer to create them on the spot and carry you straight into your new project.

At the top of an open project you can edit its thumbnail image, name, project number, customer, and vertical, and see its running grand total update live as you work. The Status dropdown drives where the project shows up on the Dashboard and Projects list — choosing “Proposed” automatically fills in today’s date as the Issue Date and 30 days out as the Expiration Date, if those aren’t already set.

Four tabs run underneath the header: Overview, Builder, Project Details, and Proposal.

Click New Version in the project header any time you need to branch off a snapshot of the current proposal — for a revised quote, a change order, or simply to preserve history before a big edit. This duplicates everything (rooms, systems, line items, factors) into a new version with an incremented version number (for example, 1.0 becomes 1.1); the version you branched from is left exactly as it was. Use the version dropdown in the header to jump between a project’s versions — the current one is always marked “latest.”

Note: If you open an older version, a banner reminds you that you’re not viewing the latest version. The Dashboard, Projects list, and search results only ever show each project’s latest version, so older versions stay out of your way until you specifically go looking for one.

The Overview tab gives you a bird’s-eye view of the open project: cards for every Room and System in it (with their own subtotal, price-warning icon, and unresolved-comment count — click one to jump straight into the Builder scoped to it), a Cost Breakdown of Equipment, Labor, Factors, and Tax, a Margin card showing your overall percentage and dollar margin, and a Factors card for add-on costs.

Factors are extra line items calculated automatically as either a percentage of the subtotal or a flat dollar amount — shipping and a flat labor fee are typical examples. Add or remove them directly on this card.

This is where you actually assemble a project: organizing it into Rooms and Systems, and filling those with products, labor, and bundles.

The left sidebar lists your Rooms and Systems. Drag to reorder them, click to rename inline, or delete one — SignalDraft will stop you with an “in use” message if it still contains any line items, so remove or move those first.

Click Add Item to open the product picker, a type-ahead search across your Products, Bundle templates, and Labor rates all at once. Results are color-coded: blue for a bundle, amber for labor, bold for a favorite, and italic for something marked possibly discontinued.

Picking a product opens the full Edit Item screen before it’s added, so you can set quantity, room/system, and any overrides up front; clicking Add to project adds it and reopens the picker so you can keep adding more without extra clicks.

Picking a bundle template adds the whole bundle immediately as a collapsible group of items.

Picking a labor rate opens the same rich editor in an “Add Labor” mode.

Once an item is on the list, its Qty, Price, and Margin % are all editable right in the table. Change the margin and SignalDraft recalculates the sell price from the item’s cost automatically (margins of 99% or higher aren’t allowed). A warning triangle appears on any item whose catalog cost has increased since it was added — open the item to update it with one click.

If you update the cost or price on an item that shares the same manufacturer and SKU with other line items elsewhere in the same project, SignalDraft will offer to apply that same change everywhere else it appears (“sync elsewhere”) or leave it to just the one you’re editing (“Just this one”).

Click into any item to open its full editor: name, manufacturer/SKU (locked, inherited from the catalog), description, MSRP, cost, sell price and margin, shipping cost/price, room/system, and checkboxes for Taxed, Owner furnished equipment, and Hide on proposal (keeps an item in your working numbers without showing it to the client). There are two separate notes fields — Internal Notes for your team, and External Notes, which can appear on client-facing output.

If the same SKU is stocked by more than one vendor, a vendor-offer picker shows every option with a “Best price” badge and the month it was last priced — pick one to update the item’s cost and MSRP in one step.

A bundle is a group of items that travels together on a project. Expand or collapse one by clicking its row; while in edit mode you can rename it inline. Bundles carry their own quantity and a bundle-level margin field — set a target margin here and every item inside is recalculated from its own cost to hit that number as a single combined update.

From a bundle’s row you can also:

• Add another product straight into the bundle.
• Explode into separate items — turns every nested item into standalone line items on the project (their quantities are multiplied by the bundle’s own quantity), for when a bundle needs to be broken apart for this particular deal.
• Delete the bundle (it moves to Trash, recoverable — see below).

Click a bundle’s name to open Edit Bundle, where you can change its name, description, room, system, quantity, and reorder or adjust the quantities of the items inside it by dragging.

Click Edit Items to enter bulk-edit mode. Check the items you want (top-level items and items nested in bundles can both be selected), then use the toolbar at the bottom of the screen:

• Create Bundle: groups two or more selected items that share the same room and system into a new bundle.
• Copy to… / Move to…: sends the selected items to a different room/system, or even to a different project (including an older, non-latest version, if that’s what’s open).
• Change Margin: applies one target margin percentage across every selected item, calculated independently from each item’s own cost.
• Delete: moves the selected items to Trash.

Click Cancel at any point to discard everything done since you entered bulk-edit mode and revert to how the project looked before.

Deleted items, whether removed one at a time or in bulk, go to a per-project Trash rather than disappearing immediately. Open Trash from the sidebar to Restore an item or delete it forever, or use Empty Trash to clear everything at once.

Click Comments to open threaded discussion on any line item or bundle (a bundle has its own thread, separate from the items inside it). Type @ in the composer to mention a teammate, and press Cmd/Ctrl+Enter to post. The panel has an “All comments” view and a “For you” view (anything you’ve been mentioned in), and resolved threads collapse under a “Show resolved” toggle so the active conversation stays easy to scan. Mentions are a visual tag only today — they don’t send a notification.

When a vendor sends back pricing as a PDF, click Import Vendor Quote rather than re-typing it by hand.

1. Pick the vendor the quote came from (or create a new one on the spot).
2. Upload the PDF. SignalDraft reads the line items out of it automatically.
3. Review the extracted rows: anything that matches a “Quote required” placeholder already on your project is proposed as a match (you can reassign or skip any row); anything left over becomes new line items, grouped into a new bundle named after the quote file.
4. Click Update / Add to commit. Matched products have their cost and price refreshed in your catalog (with the PDF attached to that product’s pricing history); genuinely new products are created and tagged “From Quote.”

A summary screen confirms exactly what was updated, added, and skipped before you’re done.

Use Export CSV in the project header to download every line item on the open project as a spreadsheet (bundle contents are flattened with their own Bundle column, alongside cost, price, tax, and notes for each row). Use Import CSV to bring rows in from a CSV or Excel file — a four-step wizard walks you through mapping your spreadsheet’s columns to Room, System, Name/SKU/Manufacturer, and previews exactly what will be created before anything is committed.

Note: This import/export works on one project’s line items at a time — it doesn’t bulk-export or bulk-import the Projects list itself.

Holds everything about a project that isn’t a line item: its image, name, short description, project number, Vertical, version description, owner, opening budget, a probability-of-winning slider, expected close/issue/expiration/projected-install dates, the project address (defaults to the customer’s address, with autocomplete), equipment and labor tax rates, a tax-exempt checkbox, and a free-text payment schedule. A full version history list is here too, with an Open button for any earlier version and a New Version button matching the one in the header.

Every project has a Privacy setting in Project Details. By default, projects are visible to everyone in your organization. Checking "Make this project private" restricts it to just the project owner, org admins, and anyone you explicitly add.

Adding people: start typing a name in the field that appears — matching teammates show up in a dropdown as you type. Click one to add them; they appear as a removable chip, and you can immediately search for the next person. No more scrolling a long list of checkboxes to find who you're looking for.

Owner safety net: a private project with no owner assigned would only be visible to admins — easy to lose track of. To prevent that, checking "Make this project private" on a project that doesn't have an owner yet automatically assigns you as the owner. You can always reassign it to someone else afterward from the Owner field.

Click Present Full Screen to switch into a distraction-free, client-facing view of the current proposal — handy for presenting on a screen-share or in the room with a client.

Click Export PDF and choose a Report Type to render the proposal to a downloadable PDF. Every export is also archived automatically under a Reports list on the project, where you can download or delete past exports later.

Note: Export is disabled until your organization has at least one Report Type configured — an org admin sets this up under Administration → Proposal Builder (§11).

Where: Every project's Proposal tab, in the new "Client Sharing" card right below the Export PDF / Present Full Screen buttons.

What it does: Gives you a public link your client can open in their own browser — no SignalDraft login needed — showing a live, read-only version of the proposal (the same content as "Present Full Screen"). The link stays live and always reflects your latest pricing and content; you don't need to re-share it after edits.

How to use it:

1. Open the project, go to Proposal.
2. Check Enabled under "Client Sharing." A link appears (.../share/...) — click Copy to grab it.
3. Optionally set a Password in the field below. It's shown in plain text — send it to your client along with the link. Leave it blank if you don't want a password prompt.
4. Send the link (and password, if set) to your client however you'd normally send a proposal.
5. Uncheck Enabled any time to immediately take the link offline. Re-checking it brings the same link back to life.

What your client sees: If a password is set, they land on a small gate screen (your company name/logo, a password field) before the proposal loads. Once past that, they see the full compiled report — pricing, line items, totals — exactly as configured in your default Report Type, with no editing controls.

Worth knowing:

• Only your sell prices are ever shared — cost, margin, vendor names, and internal notes are stripped out before the link is created, so it's safe to share even though the password itself isn't strongly secured.
• The password check happens in the client's browser, not on a server — treat it as a light deterrent for whoever the link gets forwarded to, not real access control.
• There's currently no way to pick which Report Type the public link uses — it always shows your lowest-ordered one (the same default "Present Full Screen" uses).

The Tools tab (in every project, alongside Overview, Builder, Project Details, and Proposal) holds two sub-views, selected with the buttons at the top of the tab: Labor Calculator and Procurement.

Work out crew, days, and travel cost for every labor task on the project, then send the result straight to the Builder as real line items.

Each row is one task: type a description, pick a labor item from your Labor Rates catalog (grouped by category), and set Crew Size (how many people) and the Crew × field (days or hours per person — the unit is set automatically from the labor rate's Bill By setting: Daily, Hourly, or Set rate). The Final column multiplies those two together for you. Cost is always pulled from the labor rate's cost rate; Price defaults to its bill rate, but you can override it directly, or click into Margin % to solve price from a target margin instead — a reset link then appears to snap it back to the rate's default.

Add Line adds one blank row; Add 10 Lines adds ten at once for laying out a big scope quickly. Apply Labor Bundle inserts every row from a saved Labor Bundle template (see Labor Bundles under Management) — applying a bundle adds its rows on top of whatever's already there, so more than one can be combined.

Below the row grid, SignalDraft automatically breaks travel out into one block per labor category — Installation, Engineering, Programming, and Project Management — always shown, even before any rows have been added to that category.

Crew Size starts as the sum of that category's row crew sizes ("(auto)"), but can be typed over directly. On-Site Days works the same way: by default it's calculated from total task days, crew size, and Workdays/Week ("(auto)"), but typing a number switches it to a manual on-site day count — a reset link brings back the automatic calculation.

Fill in the remaining rates — Per Diem $/day, Hotel $/night, Rental Car $/day, Flight $, and # of Flights / person — and SignalDraft computes travel person-days, per diem, hotel, rental car, and flight totals automatically, shown in the summary line under each block. Rental car is priced per day only (not per person); everything else scales with crew size.

The Travel Days dropdown controls how transit days (the days spent flying in/out, not on-site) count toward per diem: Full day counts a transit day as a full per-diem day, Half day (out/back) counts it as half a per-diem day, and No Travel Day doesn't charge per diem for transit days at all.

Hotel, rental car, and flights are unaffected by the Travel Days setting either way. Margin % on each travel block works the same as on labor rows — set a target margin and the price solves for it automatically.

Click Add to Proposal at the bottom of the labor grid to send everything into the Builder. First choose how to add it:

By Labor Category — one consolidated line item per category (e.g., one "Installation" line covering that whole category's total).

By Line Item — every row becomes its own separate line item, unrolled.

Next, check off which categories to include, plus an "Include [Category] Travel" checkbox for each one if that category's travel cost should be added too (as one combined line item covering per diem, hotel, car, and flights). Finally, pick which Room and System the new line item(s) should land in — that applies to everything created in that pass.

Each travel block also has its own Add to Proposal button, for adding just that category's travel cost on its own without touching the labor rows.

By default, Procurement shows every piece of equipment in the project as one flat, consolidated list. Two identical items used in different rooms or systems are automatically merged into a single row with their quantities added together.

Use the None / By Room / By System / By Vendor buttons at the top to change how the list is grouped:

• None — one combined list for the whole project
• By Room — a separate table per room (still consolidating duplicate parts within that room)
• By System — same idea, grouped by system instead
• By Vendor — grouped by vendor, useful for figuring out what to order from each distributor

Each table shows Part/SKU, Description, Manufacturer, Vendor (hidden when already grouped by vendor), Quantity, Unit Cost, Extended Cost, Unit Price, and Extended Price, with a subtotal per group.

A few things worth knowing:

• Only items that still need to be ordered show up here — labor and any item flagged OFE (Owner Furnished Equipment) are excluded, since neither is something you'd source from a distributor.
• Bundles are automatically broken apart into their individual parts, so a part hidden inside a bundle still shows up and consolidates correctly with the same part used elsewhere.
• If the same part was added to the project at two different costs (e.g., the catalog price changed between when it was added in two different rooms), the Unit Cost/Price shown is a blended rate, marked with a *. The Extended totals are always exact regardless.

Below the equipment list is a financial summary:

• Labor Detail — every labor item, with a toggle to view it By Type (each individual labor line) or By Category (rolled up into Engineering/Install/Programming/Project Management).
• Factors — shipping, install fees, and any other markup/add-on set on the project. Factors only affect price, not cost — SignalDraft doesn't track a separate cost basis for them.
• Project Totals — Equipment, Labor, and Factors rolled into a Total Project figure, then Sales Tax on top to get the Total Contract, followed by Profit and Margin.

Note: the Margin shown here includes Factors in the price base, so it can read differently than the Margin card on the Overview tab (which is equipment + labor only). Both are correct — they're just answering slightly different questions.

Click Export to PDF (top right) to generate a shareable purchase-order-style document. You can choose:

• Grouping — None / By Room / By System / By Vendor, same options as the on-screen view. Choosing By Vendor starts each vendor on its own page, so you can hand a vendor's page directly to that distributor.
• Columns — Cost, Price, and Margin, any combination.
• Include Project Totals — adds the Labor Detail, Factors, Labor by Category, and Project Totals sections as a dedicated page at the very end of the PDF.

Every page includes a header with the project's image, name, project number, and client name. The file downloads straight to your browser — it isn't saved or attached to the project.

The Products table lists every item you sell, with cost, MAP, sell price, MSRP, live margin, the month it was last priced, and a status badge (Active or Possibly Discontinued; a “From Quote” badge marks anything auto-created from a vendor quote import). Search by name, SKU, vendor, manufacturer, or description, and filter by status.

Check the box on one or more rows to reveal a bulk action bar:

• Bulk Edit — mass-update a single field (vendor, manufacturer, description, status, cost, MSRP, MAP, sell price, price date, or the “Is Quote Item” flag) across every selected product at once.
• Delete — removes the selected products, with a confirmation naming how many.

Click Add Product to create one by hand: name (auto-filled from manufacturer + SKU unless you override it), SKU, manufacturer, description, vendor, cost/MSRP/sell price with a live margin readout, MAP, price date, and status. Two checkboxes are worth knowing:

• Is Quote Item — for pricing that changes every time and needs a fresh vendor quote before it can be sold; SignalDraft shows a “Quote Required” badge on it until it’s marked procured.
• Eligible for Registered Pricing — shows a “Get Registered Pricing” badge as a standing reminder to check for special program pricing before quoting it.

Click Import Price Sheet on the Products screen to bring in a vendor’s pricing in bulk, from a CSV, Excel, or even a PDF price list.

1. Upload the file (or try the sample sheet provided).
2. Tell SignalDraft what kind of sheet this is: a one-off vendor quote (updates matching products and files the sheet under their pricing history, without ever flagging anything discontinued), or a complete, current price list (in addition to updating prices, flags any of that vendor’s active products that are missing from the sheet as possibly discontinued, for your review).
3. If the file has multiple tabs, pick which one is the actual price list.
4. Map the sheet’s columns — SKU is required, plus either a Cost column or an MSRP + discount-rate pair.
5. Review the changes SignalDraft found, split into New products, Price & info changes, and Possibly Discontinued. Uncheck anything you don’t want to apply, then commit — a summary confirms exactly how many products were added, updated, and flagged.

A table of your hourly, daily, or flat labor rates — name, category, unit billed by, cost rate, bill rate, and margin. These show up alongside products in the project builder's item picker. Click a column header to sort the table by it; click again to reverse the sort direction.

Your vendor directory — name, contact, email, phone, and how many products are linked to each. A vendor can't be deleted while any product still references it; reassign those products first. Click a column header to sort the table by it; click again to reverse the sort direction.

Reusable, org-wide bundles you can drop into any project (distinct from the ad-hoc bundles you build inside a single project). Reached via the Bundles tab in Management — Product Bundles is the default view; Labor Bundles sits next to it (see below). Each has a Review Date — shown in amber when it's due within 30 days and red once it's overdue, as a prompt to double-check the parts list is still current. The default review period is set once for the whole organization under Administration → Organization, but each bundle's own date can be pushed out individually.

Note: The Management tab in the top nav carries a small warning badge whenever any bundle template — product or labor — is currently due for review.

The Labor Bundles view (Bundles tab → Labor Bundles) works exactly like Product Bundles, but for reusable labor scopes instead of parts. Each bundle stores a set of tasks — description, labor rate, crew size, and crew quantity — that can be applied to pre-populate rows in any project's Labor Calculator, via that screen's Apply Labor Bundle button. Same Review Date behavior as Product Bundles.

Also under Management, this is your customer and contact list — company, contact name, email, phone, address, and sales tax rate (or an Exempt badge). Click Add Customer to create one; typing a state into the address field will suggest that state's tax rate automatically, which you can still override. Click a column header to sort the table by it; click again to reverse the sort direction.

This same screen appears in miniature when you create a project and type a customer name that doesn't exist yet — fill it in and SignalDraft creates the customer and carries you straight into your new project.

Under Administration → Organization, configure:

• Your company logo, name, address, and phone number — these feed the dynamic text tokens available in proposal templates.
• Default markup multiplier — applied to cost when a price-sheet import creates a brand-new product, so new items land at a sensible starting price automatically (e.g., 1.45 = a 45% markup).
• Bundle review period (days) — the default number of days out a newly created bundle template’s review date is set to. Changing this doesn’t retroactively move existing bundles’ review dates.
• Require two-factor authentication for all members — when checked, every member of your organization is required to enroll a 2FA method before they can use the app. Anyone can turn 2FA on for themselves at any time regardless of this setting.

Under Administration → Users, see everyone in your organization — name, email, role, which tabs they can access, and whether they’re active.

Click Add User to create a real login for someone new. SignalDraft emails them a link to set their own password — their email address is locked in once the account is created.

For each user, set their tab access independently:

• Projects — can see and work on projects.
• Management — can see Catalog, Customers, and Bundle templates.
• Administration — can see and change these same organization settings.

Editing a user also lets you toggle them Active/Inactive, or send them a fresh password-reset link if they’re locked out.

Also under Administration → Project Settings, a Project Numbering panel controls the format SignalDraft uses to generate new project numbers. Every new organization starts with the pattern P-####.

Set your own pattern in the Pattern field — type any literal text you want, plus a run of # characters marking where the counting number goes. The number of #'s sets how many digits it's padded to: #### always shows 4 digits (0001, 0002, ...), ##### always shows 5 (00001), and so on. For example, a pattern of 26-#### numbers projects 26-0001, 26-0002, etc. — useful if your numbering scheme starts with a year.

The Next Number field sets what the very next project created will be numbered, as a plain, unpadded number (e.g., enter 1 to start at 0001 with a #### pattern). A live preview beneath the fields always shows exactly what the next project number will look like before you save.

Nothing takes effect until you click Set — this deliberately doesn't auto-save as you type, so you can try out a pattern before committing to it.

Worth knowing: changing the pattern only affects new projects going forward, existing project numbers are never rewritten. Project numbers are also never duplicated — if the next number in sequence is already in use (for example, if Next Number is moved backward, or a project was manually given that number), it's automatically skipped and the next available number is used instead.

Under Administration → Project Settings, define the stages a project moves through — drag to reorder, click to rename, and pick a color for each. Every status carries three independent flags:

• Show in pipeline — counts this status toward the Dashboard’s pipeline totals.
• Show in won — surfaces projects in this status on the Dashboard’s “Recently Won” card.
• Closed out — excludes projects in this status from dashboard activity and pipeline totals entirely, for deals that are done, win or lose.

A status can’t be deleted while any project is still using it — move those projects to a different status first.

The same screen manages Verticals — the industry/practice-area tags you assign to a project on its Details tab, which also drive the Dashboard’s “by Vertical” chart. Reorder, rename, or delete them the same way as statuses.

This is where an admin designs what a client-facing proposal actually looks like when it’s exported or presented. It has three parts: Branding, Pages, and Report Types.

One shared Accent color, used for section headings, dividers, and the total across every exported proposal.

A Page is a reusable building block — a cover page, a terms page, a line-items page, and so on. Each page has its own background (a solid color or an image, with a Cover/Contain fit and a 9-point focal point picker) and optional header and footer bands.

Build a page by dragging elements from the palette onto its canvas:

• Text, Image, Divider — freely positioned anywhere on the page by dragging.
• Line Items — a special element that renders the project’s rooms, systems, and pricing at export time. Toggle exactly what it shows: line items, room totals, system headings and totals, manufacturer/SKU, descriptions, labor, bundle badges, line totals, and the grand total.
• Logo and Title text accents — Logo renders the project’s own image; Title text is dynamic-token-aware, defaulting to the project name on the main canvas and the company name in headers/footers.

Select anything on the canvas to edit it in the property panel on the right, including a Dynamic Text picker for inserting merge fields like the customer’s name or the expiration date into any text (see Appendix A for the full list). Click Save when a page is ready — SignalDraft will warn you if you try to leave with unsaved changes.

A Report Type is a named, ordered stack of Pages — this is what actually shows up in the Export PDF dropdown on a project. Click Edit pages on a Report Type to add, remove, or reorder the pages inside it. A page can’t be deleted while it’s still used by a Report Type — remove it from there first.

Use the two preview dropdowns to check any Report Type against any real project before your team relies on it — exactly what a client will see, without exporting anything.

When editing any text element in the Proposal Builder (§11.2), these tokens can be inserted and are replaced automatically with real project, customer, and company details at export time.

• {{projectName}} - The project’s name
• {{projectNumber}} - The project number
• {{projectVersion}} - The version number (e.g. 1.1)
• {{projectVersionName}} - The version’s description, if set
• {{projectAddress}} - The project/job-site address
• {{projectDescription}} - The project’s short description
• {{issueDate}} - The proposal’s issue date
• {{expirationDate}} - The expiration date, labeled “Valid Through”
• {{paymentSchedule}} - The free-text payment schedule
• {{customerName}} - The customer’s contact name
• {{customerEmail}} - The customer’s email
• {{customerPhone}} - The customer’s phone number
• {{customerAddress}} - The customer’s address
• {{orgName}} - Your company name
• {{orgAddress}} - Your company address
• {{orgPhone}} - Your company phone number

• Bundle: A group of items that travels together on a project, either built ad hoc inside a project or reused from a Bundle Template.
• Bundle Template: A reusable, org-wide bundle you can drop into any project (Management → Bundles).
• Factor: An automatic add-on cost on a project — a percentage of the subtotal or a flat amount — such as shipping.
• Margin: The percentage of the sell price that is profit above cost; editing it recalculates the sell price from cost.
• Report Type: A named, ordered stack of Pages that appears in the Export PDF dropdown.
• Page: A reusable building block (cover, terms, line items, etc.) assembled in the Proposal Builder and used inside one or more Report Types.
• Trash: A per-project holding area for deleted line items and bundles; items can be restored until the trash is emptied.
• Vertical: An industry or practice-area tag assigned to a project, configurable under Administration → Project Settings.
• Proxy: A platform super-admin temporarily viewing/working inside a specific organization, as if they were one of its own admins.
• Version: A snapshot of a project created with New Version; earlier versions are preserved untouched and remain reachable from the version dropdown.