Document Packets - Definitions and Editing Packets


Definitions of Document Packet Terms


  • Include Document in Customer Packet: This document is added to the PDF packet provided to the customer.
  • Include Document in Customer Email: A copy of this document is sent to the customer via email.
  • Send to Distribution List: This ensures a copy of the document is sent to a specified distribution list, such as the sales team or administrators, to keep them informed of successful dispatches
  • Project Overview: This section provides a high-level summary of the project's key details.
  • Appointment Summary: This summarizes all information presented during the appointment, including any video and PDF presentations.
  • Show Product Descriptions: Displays comprehensive details for all products included in the project.
  • Show Itemized Pricing: This breaks down the pricing by showing the quantity of each item added to the project. This may be a required inclusion depending on state regulations.
  • Show Recommendations: Presents additional products that would complement your project, based on an assessment of the property.
  • Show All Options: This lists all product and service options discussed during the appointment or automatically generated based on appointment selections.

Edit Documents Packets Page 

 The documents packet page will show a list of the previously created packets. These are used to compile the necessary forms for different locations, for example. Below is an example of a "Document Packets"  page; clicking the pencil by the packet you want to update (1) or create a new Document Packet page (2) as seen below:


Settings for Documents  


  1. Title

The name for this standard document.


  1. Include

Turn this on to add this document to your compiled standard documents PDF.


  1. Required

When this is on, salespeople must include this document; they can't skip it.


  1. Send to Customer

Turn this on to include this document in the PDF packet sent to the customer.


  1. Send to Distribution List

Send a copy of this document to the office administrators or managers on a pre-defined list. (You can manage the distribution list in the "App Features" section of the admin panel.)


  1. Actions

This column lets you manage your document packets:

  • Pencil Icon: Edit the specific document packet.
  • Up/Down Arrows: Change the order of the packets.
  • Trash Can Icon: Delete the document packet.

Example of the Standard Document editor: 

 (View the following in the Fig.)
1. Title Document - Name the document here
2. Delivery Settings - set to send documents to either the customer, company or both here
3. Document Settings -  Checking the items in this section that you want this document to be included with, who will receive it, and project details.  

The next sections are the following that can be seen in Fig. 4 below:


4. Product Display Settings - how to have these items show in your estimate printout

5. Project Overview Settings - breaks it down into contract groups

6. Project Over Section - if you want to show all recommendations and all options 

7. Select Pages to be included - checking these will include them in the PDF





  1. Job Information Page Settings- how you want the following items displayed  
  2. Warranty Settings - add warranty start page and font size
  3. Modfiy Default Cover Photo -  Selecte a new cover photo that pulls from your assets

11. Add E-Sign Tags - This is preset by the SV team, let us know, and we can help out




Final Step

Any changes made would have to be saved by clicking on the save in the bottom right corner, and will require it to be published for these to be seen in the SolutionView app.



















Final Step

Any changes made would have to be saved by clicking on the save in the bottom right corner, and will require it to be published for these to be seen in the SolutionView app.

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