Using Snippets

Requirements:

• Roof Quote PRO™ active subscription
• Admin user access

Overview:

Snippets allow you to create reusable templates for your product card descriptions and track your pricing history. There are three categories of Snippets: What's Included, Additional Cost Details, and Prices. The first two function as templates that can be applied across multiple product cards. The third logs the history of all pricing changes made to your products. This article breaks down the processes for both types.

What's Included & Additional Cost Details

From Product Settings:

1. To start, login to your portal and find the Settings icon.
2. Choose Products from the menu.
3. Locate the product card you want to edit and click Customize.
4. On the Product Customization page, scroll down to either the What's Included or Additional Cost sections.
5. Make your desired edits to the boilerplate descriptions.
6. Once edits are completed, click Save Text as Snippet.
   1. This will store your edits in the Snippets tab under your General Settings. The Snippet will be saved using the naming structure "Section Name – Product Name" (for example, What's Included GAF Timberline HDZ).
   2. Note: You can rename this Snippet at any time from your Snippets tab.
7. Click Save Changes.
8. To apply the Snippet to another product, find the next product card you want to edit and click Customize.
9. Scroll down to the section you want to edit (What's Included or Additional Cost) and click Add Text from Snippet.
10. Choose the Snippet you'd like to insert into the description.
11. Once selected, the Snippet content will automatically replace all existing content in that section.
12. Repeat this process for both description sections.

From the Snippets Tab:

You can also create Snippets directly from the Snippets tab without accessing your Product Settings.

1. Go to Settings > General.
2. Click the Snippets tab.
3. Find the description type you want to create (What's Included or Additional Cost).
4. Click Add New Snippet.
5. Name the Snippet.
6. Enter in the necessary content for the description.
7. Click Save.

Prices

1. To start, login to your portal and find the Settings icon.
2. Choose General from the menu.
3. Click the Snippets tab.
4. Select Prices from the stacked menu.
5. This will present a log of all edits made to products across all markets. Each log entry will be timestamped.