video1.0<iframe src="https://www.loom.com/embed/3c91c6c86aab4939b0d4ae58e7b1df3c" frameborder="0" width="1600" height="1200" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12001600Loomhttps://www.loom.com12001600https://cdn.loom.com/sessions/thumbnails/3c91c6c86aab4939b0d4ae58e7b1df3c-7c8ebe9d2cc433b3.gif508.032This Loom shows how to customize proposal presentation settings for an estimate so it looks better for clients. It walks through opening an estimate from Jobs to Proposal Presentation Settings, then editing what clients can see including logo, background, awards or certificates, covered letter and bio, and line item pricing or only a total. The presenter explains two ways to edit presentations, using the gears icon for main settings and pencil icons for individual assemblies or items, including toggles for optional items and controlling visible descriptions and prices. It also covers theme management for different types like kitchen and bathroom, using dynamic text such as the client name, and reviewing estimate visibility toggles like showing item and assembly pricing, finishing with a preview of what customers will see.