When creating an agreement or proposal in One Click Contractor, you have two primary options for customizing the cover page: uploading a static cover page or modifying the available templates within the platform. Below, we outline both methods to help you choose the best option for your needs.
Option 1: Customizing One Click Contractor’s Built-in Cover Page Templates
For a more automated approach, you can customize the built-in templates available within One Click Contractor. The platform provides flexibility through system settings that allow you to modify various elements of the cover page.
Cover Page Customization Settings:
Cover Page Layout
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Cover Page Pattern: Choose from a list of pre-designed cover page patterns that determine the overall structure and style of your cover page.
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Layout Customization Options:
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Show Customer Email: Toggle this setting to show or hide the customer’s email address on applicable cover page patterns.
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Show Customer Phone Number: Toggle this setting to show or hide the customer’s phone number on applicable cover page patterns.
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Advantages of Using Built-in Templates:
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Automatically pulls in relevant customer and project information.
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Provides a professional design without the need for external design tools.
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Allows for quick and easy modifications directly within One Click Contractor.
By selecting the method that best suits your business, you can create a polished and professional cover page that aligns with your branding and presentation goals.
Option 2: Uploading a Static Cover Page
If you prefer full design control over your cover page, you can upload a static cover page. This method allows you to create a fully customized design outside of One Click Contractor and upload it as an image or PDF.
Key Considerations:
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The static cover page does not pull in any dynamic information from the system.
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You have complete control over branding, layout, and design elements.
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Ideal for businesses that want a highly specific and unique presentation.