DripJobs Help Center

Proposal Customer View

In this article, you will learn about the proposal's customer view.

Written by David Arteaga

Updated over 2 weeks ago

1. Click on "View Proposal" on a Deal Card

Click on "View Proposal" on a Deal Card

2. Click on "Customer View"

Click on "Customer View"

3. At the Top, You'll Find: Your Company Information, Your Customer Information and the Proposal Information

At the Top, You'll Find: Your Company Information, Your Customer Information and the Proposal Information

4. Also See the Button to Download Your Proposal as PDF

Also See the Button to Download Your Proposal as PDF

5. See the Items, Prices and Description Being Added

See the Items, Prices and Description Being Added

6. Same Info Would Appear for an Optional Item

Same Info Would Appear for an Optional Item

7. As Soon as It's Accepted, It'd Appear as Added

As Soon as It's Accepted, It'd Appear as Added

8. See How the Totals Would Look Like

If an optional item has been added, it would appear affecting the main total
Also find the taxes if any were applied
See the deposit also appearing
And check for the financing option if your working with it

See How the Totals Would Look Like

9. See the Video Appearing If Any Link Was Added From the Proposal Builder

See the Video Appearing If Any Link Was Added From the Proposal Builder

10. Check for Your Client Notes

Check for Your Client Notes

11. See How the Custom Sections Would Appear

See How the Custom Sections Would Appear

12. Also Find the Terms and Conditions

Also Find the Terms and Conditions

13. The Payment Methods and Paying Button Will Appear at the Top of the Proposal

The Payment Methods and Paying Button Will Appear at the Top of the Proposal

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.