You’ve created your proposal, and you’re just about ready to send it to your client.  You’re slapping your name on a document that you’re about to send to a client and, naturally, it needs to be 100% perfect. This is where your preview page comes in! 

The client preview page is the “final draft” version of your proposal. It allows you to see exactly how your proposal will look the moment your client clicks their link. On top of that, it allows you to customize and change it to suit exactly how you would like your client to interact with the proposal. 

The client preview page is created the moment the proposal is, so you can cross-reference any changes and edits while you’re working on it. Similar to your clients' proposal page, any edits you make in the editor will show in the client preview page the moment you hit refresh. 

Reaching the client preview page

To reach the client preview page from the dashboard, click on the proposal you would like to preview.  This will take you to the proposal’s snapshot page. 

Once in the snapshot page, click the grey “preview” button that appears near the top right:

This will open a new tab in your browser with the proposal preview ready to go.

Alternatively, if you were sent a proposal email (or if you sent yourself a test email), you can click on the proposal link to be taken directly to the preview page.

Updating preview settings

If you’d like to change how your client interacts with your proposal, you can click the “show preview settings” button at the top right of the preview page:

Click this button to see the full list of options available to tailor this proposal to your clients’ eyes. 

Select Language

We currently allow you to translate your proposal’s un-editable portions in 15 languages. This won’t change any text that you’ve typed in, but it will update the language in the proposal buttons and the fee table footer:

Select Date Format

Depending on the country, language and general preference of your client, you may want to change how the date in your proposal is laid out. You can select the date format using the date format dropdown:

This updates all date variables within your proposal, including {date_submitted} and {due_date}. IMPORTANT NOTE: This does not change the date in a completed signature box. That format cannot be changed from DD/M/YYYY at this time.

Show Accept/Decline Buttons: 

If you are sending a document that doesn’t require your client to accept or decline it, you can hide those buttons using this toggle.  

Allow comments:

If you disable this option, the “comment” button will no longer appear in your proposal. 

This may be a good way to limit the methods your client can reach out to you, or push them to your chat widget.

Show total in Footer:

If you’d rather avoid sticker shock in your proposal, you can hide the proposal total by un-checking this option. This will keep the total in the fee table, but will remove it from the footer bar at the bottom of the proposal.

Show PDF Download:

Proposify has some awesome tracking tools that allows you to see where your clients are spending most of their time while in your proposal. However, your client may be able to skip that tool if they just go straight to downloading the PDF. You can disable that by de-selecting this option. You’ll still be able to send them a PDF copy if they ask by downloading it from the snapshot or dashboard, but your client won’t be able to do it on their own. 

Password Protection

If you’re concerned about who has access to the proposal, you can opt to password protect it. This will hide the proposal until the user inputs the correct password to view it. Once you’ve set the password, you can send it to your client via a secondary method, such as text message or an alternate email address. IMPORTANT NOTE: make sure you keep track of these passwords. If you forget it yourself, there’s no way we can recover it.

These settings will allow you to tailor your proposal specifically to your client. Looking to set these options as the default for your future proposals? Click here

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