See exactly how your client will see a Proposal or Card.
Select a Property
If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.
Select Activity
Select Activity from the top navigation bar.
Preview
Click on Preview under the Proposal/Card name and module name.
The Proposal/Card will open in a new tab in your browser.
Tips
Click here if your preview is not opening as expected.
Click here if your preview is not opening as expected.
Note
Some links are disabled in the Proposal preview mode, such as the Reply button. These links will be enabled for your clients once they receive the Proposal.
Some links are disabled in the Proposal preview mode, such as the Reply button. These links will be enabled for your clients once they receive the Proposal.
To continue learning how to create a Proposal view the articles below -
- Proposals Activity - change an expiration date
- Proposals Activity - navigating resends
- Proposals Activity - Download PDF
- Proposals Activity - view a specific category in the activity log
- Proposals Activity - statuses
- Proposals Activity - Clone
- Proposals Activity - search within the activity log
- Proposals Activity - sort the activity log
- Proposals Activity - activity overview
- Proposals Activity - how to link a copy of the Proposals
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