Preview the Client View of the Proposal

Owned by Troy Sweet (Unlicensed)
Last updated: Jun 10, 2022
2 min read

CostCertifed allows you to view your proposal exactly as it will be viewed by your clients. This allows you to preview your presentation settings before you send the proposal to the client. How-To Video

  1. To see the proposal how your customer would, click “Preview” on the left-hand side of the screen.

  2. This will take you to the Customer view. Of course, they will see the proposal in full screen without the toolbars.

  3. If you would like to use an existing presentation template you can load it using the dropdown menu.

  4. To edit the view, move the edit toggle on top of the screen. This will open a toolbar on the bottom of the page.

  5. Inside of that toolbar, you can change the background image for your template and add your company logo by clicking the folders on the right-hand side.

  6. If you click “Presentation Settings” it will open up a window with several viewing options. Some of these include toggling off line item pricing, quantities, adding terms and conditions for that proposal type, and more.

  7. Once you are finished with these changes, save your Presentation Template by clicking the Save button under Presentation Settings. This will allow you to use this template in any proposal you create.

    1. NOTE: Clicking the large save icon in the bottom right corner will only save changes that have been made to the proposal itself. It will not save presentation settings for the template.