Learn how to preview proposals before sending them to customers in Nexudus.
Proposals previews let you see what proposals looks like from the customer's point of view. This feature lets you make sure everything is displayed properly prior to sending proposals to customers.
- If the side menu is not visible, click .
- Click CRM > Proposals.
- Click the proposal you want to preview.
- Click the hyperlink icon in the Proposal Preview field.
Alternatively, you can copy paste the URL displayed in the field.
The proposal preview opens in another tab on your browser. You can edit the proposal accordingly or decide to send it to the customer.
Previewing the proposal will mark it as Seen in the Administrator Panel and you won't be able to tell when the customer opens the proposal.