How to Edit Your Document Settings
There are lots of ways to customize your documents on Houzz Pro. Here we'll go through all the different settings available to edit in your documents so that you're able to run your business in the way that works best for you and your team.
Editing General Document Details
Need to update the document info, billing info or company info? To view and edit all of the general document details in one place, click on the pencil icon in the top right of the General Info section.
Here you will see three separate tabs for Document Info, Billing Info and Company Info. Click the tab where you want to edit the details – make sure you click Save at the bottom when you're done making changes.
You can also edit the document title, type and code without opening the General Info settings just by clicking on the element you want to change, typing your adjustments, then clicking the checkmark icon to save the changes.
Editing Document Codes
Document codes (ex: IN-10003) are automatically assigned based on the document type (ES, PR, IN, PO etc) and the order in which the document was created in your account (1001, 1002 etc). You can customise the document code on each individual document, but any future documents will generate their code based on the system defaults.
If you have added a project code to a project (available in your project details), it will be automatically added to the document code by default (ex: IN-GFR-10003). Project codes help you to quickly decipher which project your document(s) is associated with when viewing them across the Houzz Pro platform.
To edit a document code, you can open the General Info settings and change it under the Document Info tab, or you can edit it directly on the document and click the checkmark to save.
Editing a Document's Creation Date
You can personalise your estimate, proposal and invoice creation dates, giving you complete control over your accounting and document presentation. To edit a document's creation date, first click the pencil icon in the top right of the General Info section.
In the modal that opens, find the Date Created field under the Document Info tab and click on it to bring up a calendar where you can select the desired date. Click Save to submit your change(s).
Editing Payment Schedules
Payment schedules can be tailored for each document so that you can create a plan that suits the specific project and timeline. Within the Payments section you can create a payment schedule and save it as a default per document type. You can also set up client reminders for the client so that you don't have to chase down your money once the document is sent.
Check out these resources to learn more about payment settings on each document type:
How to Create Scheduled Payments on Proposals
Terms and Conditions and Memos
Your T&C and Memo sections of your documents are fully customisable depending on what additional information you would like your client to know about the project and/or document.
Use the formatting options at the bottom of each section to customise the text to your liking.
To view, edit and save templates for T&C and Memo per document type, click My Templates in the bottom of each section.
To learn more about using T&C and Memo templates, check out these resources:
Signatures on Documents
Client signatures can be collected on estimates and proposals. Only one client signature can be collected per document. You can edit the company and client signature titles directly on the document by clicking them, making changes and clicking the checkmark to save the changes.
To view and edit all of the signature settings, click the pencil icon in the top right of the signature section.
Within the signature settings, you can choose to display your company signature as text or written out using your mouse to sign. Click Save when you're done to apply any changes.
Show/Hide Document Sections
You have full control over what your client does or does not see on each document by changing the visibility settings per section. You can show or hide Files, Terms and Conditions, Memo and Signature sections by clicking the eye icon in the top right of each section. Hover over the eye to see the current setting. You can also click Preview at the top of the document to see exactly what your client will see.