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preview the quote as the customer would see it

open the public share link from your end to see exactly what the customer sees — the layout, the buttons, the deposit prompt, the attachment list.

3 steps~2 min
  1. 1

    open a sent quote

    in the action row, the "preview as customer" button opens the public share page in a new tab.

  2. 2

    walk through the page

    your branding at the top (your logo + brand color, or fallbacks). line items below. totals. accept and decline buttons. attachments inline.

  3. 3

    (optional) test acceptance with a fake email

    if you want to walk through the full accept flow, send a quote to your own email first. you can sign and accept it from your own preview to see what shows up on the operator side when a real customer does it.

    tip

    preview-as-customer is your dress rehearsal. if you'd be embarrassed for a customer to see something on this page (a typo, a bad description, a missing logo), fix it in settings before sending another quote.

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