Previewing Proposals
  • 12 Aug 2022
  • 1 Minute to read

Previewing Proposals

Article Summary

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

Previewing your proposals automatically changes the Seen tag to YES.

  1. Log in to the Admin Panel if you aren't already.

  2. Click CRM > Proposals.

  3. Click on the proposal you want to preview.

  4. Click 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 customer will see the proposal.

Do not perform any action while on the preview page.

Accepting or signing the proposal through the preview link effectively signs up the customer.

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