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Cover Letter

Default introductory letter on estimate and proposal PDFs.

Published · 2 min read

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Overview

The cover letter is the customer-facing introduction on proposal PDFs — thank-you message, project summary, or company pitch.

Where in the app: Business Settings → Default Values → Cover Letter
Open: Cover letter

Use the rich-text editor. Per company profile when multi-location is active.


Tips

  • Keep it brief — one or two paragraphs
  • Reference your Company Info branding; logo appears when enabled on documents
  • Override on individual quotes from the proposal Documents step if needed

Click Save Changes after editing.