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    Previewing Proposals
    • 06 Mar 2024
    • 1 Minuto para leer
    • Oscuro
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    Contenido

    Previewing Proposals

    • Actualizado en 06 Mar 2024
    • 1 Minuto para leer
    • Oscuro
      Ligero
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    Resumen del artículo

    You can preview proposals through a link available under the Details tab of every proposal.

    Never accept or sign a proposal through the preview link.

    Doing so makes you accept the proposal on behalf of the customer and sells them the items included in your proposal.

    Previewing your proposals automatically marks it as Seen on the Admin Panel.

    1. Log in to dashboard.nexudus.com if you aren't already.

    2. Click CRM > Proposals.

    3. Click on the proposal you want to preview.

    4. Click on the arrow icon under the Proposal Preview Link field or copy and paste the URL in another browser tab.

    The preview link shows you how your customers will see the proposal.

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