This article covers:
Previewing your quote template
Previewing a quote before you send
Where to find 'Save as Template'
Previewing your quote template
When editing a template, you can see exactly how things will look to the customer. Simply:
Go to Templates in your supplier dashboard
Open the template you want to edit
On desktop, your written content and the customer-facing proposal sit side by side - any change you make updates the preview instantly
On mobile, use the Edit and Preview tabs at the top of the page to flick between the two
Previewing a quote before sending
To make sure you're putting your best foot forward, you can now preview your custom shareable quote exactly as the customer will see it (and make edits) before sending!
When drafting a quote in a customer chat:
Write your quote as normal
Click 'Preview Quote' at the bottom of the draft to see how it will look
Edit anything that needs adjusting, then send when you're happy
Where 'Save as Template' has moved
'Save as Template' is no longer on the quote draft. Instead, once you've sent a quote:
Open the sent quote in the customer chat
Click 'Save as Template' in the top right
This means you can now preview your quote before sending without losing the ability to save it later.
