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Setting a Default Presentation

Set a default presentation (proposal template) for each estimate type so the correct layout is automatically applied to every new estimate.

A default presentation in PaintScout automatically links the correct proposal template to new estimates based on their estimate type. This saves you from manually selecting a presentation each time.

How Do I Set a Default Presentation?

1. Click the person icon in the top right and go to your Account Settings > Estimates > Estimate Types section and select one.

Screenshot showing the Estimate Types section in Account Settings with an estimate type selected

2. From the Presentation drop-down choose which presentation you would like to set as the default.

Screenshot showing the Presentation drop-down menu for choosing a default presentation on an estimate type

This change will only apply to new estimates created.

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