The customer View is how your customers are going to see the current proposal
1. Click on "View Proposal"
2. Click on "Customer View"
3. Click on "Approve & Pay Deposit"
From here you'll start to see what your customers are going to accept in order to keep with the proposal process
4. These Are the Terms and Conditions for Your Customer
5. From Here Your Customer Is Going to Sign to Accept the Proposal
6. Here Your Customers Will Decide How to Pay for the Deposit
7. This to the Left Side of Your Screen in Gonna Be the "Customer Portal"
Here your customers will find:
Their proposals
Their invoices
A way to request a new appointment
Where to decide if unsubscribe from your emails
Your Website
Your Review Page
The company documents you have selected for them to see
Your Socials
8. Here You'll Find the Proposal's Info and Your Customers Info
9. You'll Also Find the Items You've Added, it's info and it's price
10. This is Where Your Customers Will Decide if Add or Not an Optional Item
11. Once Added, They'll See the New Total
12. From Here They'll Start to See The Terms and Conditions, Media, Videos, Notes and Custom Sections That You'll Decide if Add or Not
