Introduction to customization options
Overview of how Cone allows tailored service presentation in proposals.
Layout preferences
Choose between list view or table view for organizing services.
Group services to enhance clarity and structure.
Information display options
Decide which details to show, including totals, subtotals, and tax information.
Toggle between displaying in-line totals versus group-level totals.
Label customizations
Adjust labels to align with your terminology for a professional presentation.
Saving configurations
Save settings for future use to streamline the proposal creation process.
Service summary placement
Choose to place the service summary either above or below the pricing table.
Tax display options
Specify whether amounts should be inclusive or exclusive of tax.
Optimize user experience by collapsing or expanding the service summary by default.