Features
Keep Your Costs Private While You Quote with Clients
Picture this. You’re walking a job site with a client, building a proposal on your phone or iPad. You’re moving fast and trying to stay professional. Then your client glances over and sees your dealer pricing or backend information. Not ideal.
That’s why we built Client View Mode.
It gives you full control over what your client sees and hides what they shouldn’t. You stay in the moment, look sharp, and protect your margins.
What Client View Mode hides:
When toggled on, it hides:
- Dealer cost info in the catalog
- Payment and order data
- Profit analysis
- Proposal summary and financial breakdowns
What your client does see:
Just the essentials:
- Clean, branded proposal view
- Optional item choices
- Client descriptions and notes
- Clear pricing (without exposing your cost or profit)
- Any visuals or embedded media you’ve added
Build faster. Sell smarter. Stay protected.
Client View Mode is ideal for sales teams quoting room by room or owner-operators closing jobs on the spot. Whether you're finalizing a proposal on-site or walking a job with a new lead, this feature helps you move fast without compromising what matters.
And it's not just about hiding margins. This is about control. You decide what the customer sees. You decide when and how you present.
Included with Pro and higher plans
If you’re on a Pro, Premium, or Unlimited plans, you’ve already got access to Client View Mode. Just head to the left sidebar in Portal, click More, and toggle it on. That’s it. You’re ready to build proposals live with clients, minus the stress.
Not on one of those plans? Might be time to level up!