Adding a Predefined Page in the Swipe Proposal

Predefined Pages allow you to quickly add ready-made content and graph sections to your Swipe Proposal.

The Add Page modal includes categories such as:

• Brand
• Graphs

These pages help you build a more polished and engaging proposal experience without creating content from scratch.

Step 1 — Open the Swipe Proposal Editor

1. Open your project
2. Go to the Proposal tab
3. Open your Swipe Proposal

Step 2 — Open the Pages Panel

1. In the left-hand sidebar, click Pages
2. Click + Add Page

This opens the Add Page modal.

Step 3 — Browse Available Pages

Inside the Add Page modal, browse the available categories.

Brand

Brand pages include ready-made informational and marketing pages such as:

• About Us
• Customer Testimonials
• Video Pages
• Financing
• Solar Services

Graphs

Graph pages include visual charts and proposal insights such as:

• System Performance
• Bill Savings
• Energy Comparisons
• Financial Impact

⚠️ Note:
Available pages may vary depending on enabled features and proposal configuration.

Step 4 — Add a Page

Click on the page you want to include and the page will automatically be added to your proposal.

Reordering Pages

After adding a page, you can reorder it within the chapter using the drag handle in the Pages panel.

💡 Tip:
Use Preview Mode to review newly added pages before sharing the proposal with customers.