Getting Setup

Need help creating your account? Take a look at Onboarding.

General Settings

Screenshot of Ascend Settings sidenar

The General Settings personalize the Ascend platform and proposals to look and feel on-brand to your team.

Organization

In Organization Settings, add your company’s contact information. This information will be shown on top of each proposal header.

Custom Branding

In Custom Branding, add the colors you prefer. These will change the Ascend interface as well as some of the colors shown on the proposal.

Project Types (Optional)

Project types are optional, but can be useful in categorizing your quotes visually. Create different project types and select an icon for each from the Font Awesome v4.7.0 set.

Quote Settings 

These settings are important to get setup prior to quoting, in order to ensure that costing is accurate.

Default Settings

In Default Settings, you can control a few options for all of your proposals. You can determine whether the proposal summary will default to using a per item breakdown by percentage of total cost, dollar value, or no weight.

From the same section you can control the Terms Page Settings. This allows you to add content to the end of every proposal. When you print, export, or send a proposal, this information will be appended as the last page(s).

Approval Statuses (Optional)

The Approval Statuses are configured for you and typically don’t need to be changed, unless your team has different preferences or in some technical or integration scenarios.

Cost Types

Teams use Cost Types to assign different margins and contingency factors. It also distinguishes the costs in the Quote Summary view for ease of planning.

Only the “Labor” cost type is enabled by default. Teams typically enable “Materials” and “Outside Trades” in addition to “Labor”. Make sure each cost type you want to use is enabled and that the default margin and contingency settings align with your sales goals.

Default Costs

The Default Costs view will allow you to catalog known, recurring costs to use in your quotes. Adding known costs here saves lookup time on future quotes, and allows you to roll-out updated costs seamlessly.

To add a Default Cost, give it a name, assign a cost rate, and select the right cost type. The other details are optional, for your reference.

Start Quoting

Once you’ve reviewed these settings, you can start sending quotes.

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