Your Client Preview Page

You’ve created your proposal, and you’re about ready to send it to your client.  You’re slapping your name on a document that you’re about to send to a client and, as always, it needs to be 100% perfect. This is where your preview page comes in!

The client preview page is the “final draft” version of your proposal. It allows you to see exactly how your proposal will look the moment your client clicks their link. On top of that, it allows you to customize and change your proposal's look. Letting you set exactly how you would like your client to interact with the proposal. 

You can reach the client preview page the moment you create the proposal. This way, you can cross-reference any changes and edits while you’re working on it.  any edits you make in the editor will show in the client preview page the moment you hit refresh. 

Reaching the client preview page

To reach the client preview page from the dashboard, click on the proposal you would like to preview.  This will take you to the proposal’s snapshot page.

Once in the snapshot page, click the grey “preview” button that appears near the top right: 

This will open a new tab in your browser with the proposal preview ready to go.

If you already have a proposal email in your inbox, you can click on the link to go straight to the preview page.


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