Skip to main content

Understanding and Editing the Cover Sheet of an Estimate?

Skip to main content
How can we help you today?

Our Knowledge Base contains the answers to more than 500 previously asked questions.

Create a Ticket Schedule a Training

< All Topics

Understanding and Editing the Cover Sheet of an Estimate

Overview
The Cover Sheet feature allows you to customize the introductory section of your Estimate. This is often the first thing a client sees, so it’s a great place to personalize your presentation with client details, company information, and a professional message.

Accessing the Cover Sheet

  1. Go to the Menu.

  2. Select Estimates.

  1. Choose the Estimate you want to modify.

  1. On the left-hand menu, select Cover Sheet.

Using the Cover Sheet Options
Inside the Cover Sheet editor, you’ll see placeholder fields surrounded by brackets (e.g., [PROJECT_NAME], [CUSTOMER_FIRST], [USER_COMPANY]). These placeholders automatically pull data from your Estimate, Customer, and Company settings.

You can:

  • Add or remove text to customize the message.

  • Rearrange placeholders to change the layout or order.

  • Add your own sections (such as disclaimers or personalized notes).

Example Cover Sheet Template

[PROJECT_NAME]
[ESTIMATE_TITLE]
Date: [ESTIMATE_DATE]

Presented To
[CUSTOMER_FIRST] [CUSTOMER_LAST]
[CUSTOMER_STREET]
[CUSTOMER_CITY] [CUSTOMER_STATE] [CUSTOMER_ZIP]

Presented By
[USER_FIRST_NAME] [USER_LAST_NAME]

Since 20xx, [USER_COMPANY] has been working with clients throughout [USER_STATE] helping them meet their construction goals. We are confident that we can meet the needs of your project and stay on schedule and on budget.

We are timely and efficient. Never will we leave you in the dark about the work being done.
We are honest and dependable. Your property will be treated with care and respect throughout the project.
We are experienced and knowledgeable. Our team knows how to get the job done right the first time.

We look forward to working with you throughout this project and seeing the plans become a reality.
This is Custom.

Sincerely,
-Your Team at [USER_COMPANY]

Tips

  • You no longer need an Edit icon — all changes can be made directly.

  • To preview your updates, click Save, then open the Estimate PDF to ensure the cover sheet appears as expected.

  • You can include company logos and formatting through the Estimate Settings under Account Settings → Estimates.

Was this article helpful?
1.2 out of 5 stars

7 ratings

5 Stars 14%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 86%
5
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.