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