Be able to preview live data of the proposal before sending to client.
N
Natashia Velasquez
Be able to preview live data of the proposal before sending to client. Currently it is just a screenshot of an example.
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D
Dianna Iwaniec
Yes please
L
Linda Robinson
Yes Please!
J
Jim Manning
This is vital. How the proposal feature was released without this is a mystery.
Amanda Aparicio
Merged in a post:
View Proposals as Clients Do
Amanda Aparicio
Consider adding a "Client View Mode" that lets users toggle to see the portal or proposals exactly as clients do. This mode will allow us to do brief proposal walkthrough videos or portal walkthrough video if any issues are experienced.
E
Emily Quinney
We need this, it is pertinent to review what the client sees. Thanks :)
Amanda Aparicio
Merged in a post:
Preview and Send button for proposals
S
Stan Mishin
When sending proposals, the “Preview and Send” button displays a sample proposal rather than the actual client-specific version. It would be much more helpful if the system showed the real proposal on-screen before sending.
C
Cameron Jones
Our view mode is only an example preview, it's not even the proposal itself.
I wanted to have this on the screen as I go over with a client today, but I realized that it's not possible. Please allow us to have a Client View for proposals.