Client View - Options

Modified on Wed, 21 Sep 2022 at 12:24 AM

You can set certain proposal options for client.


To open client view option, open the proposal in editor mode, on the right side you will see proposal details along with Client View Option in the bottom.


You can click on the proposal info icon as shown below.



Click on Client View Option tab, as seen in the bottom.





Option to Display/ Hide Accept Button For Client

If this option is turned off, clients will not be displayed an option to accept the proposal. It will become just for information kind of proposal without any action required.



Option to Display/ Hide Download Button For Client

If this option is turned off, clients will not be displayed an option to download the proposal before accepting it. 



Option to Display/ Hide Proposal Price For Client

Sometimes you would like your clients to review the proposal in totality rather than get overwhelmed with price seen right at the beginning. In such cases this option can help.


If this option is turned off, clients will not be displayed the proposal price in the right side panel as viewed by client.

Client can view proposal pricing only when s/he will review the proposal content (esp the fees table in it). 

 





Option to Enable/Disable Proposal Interaction Tracking 

If you would not like to track how your clients interacts with your proposal, you can use this option.


If this option is turned off, you will not be shown proposal analytics in proposal summary page.



Option to Enable/Disable Stripe Payment

If you would like to collect proposal advance payment, you will need to enable stripe payment option for your client. You can use this option to enable stripe payment option. If enabled, Stripe payment button will be displayed to client in the right side panel.






Payment First

Once Stripe payment is enabled, you can set % of advance to be collected and also set an option to make client advance payment before signing the document 



Option to Set Language For Client

If you would not like to your client to view proposal language other than English, you can choose one of the language options by clicking on the edit icon to the right of 'Client Language' label shown below. 




Once clicked on the edit icon, you will see a dropdown with list of languages to choose from.



Option to Set Redirection URL

If you would like to redirect your client after s/he has accepted your proposal, you can use this option. If a given proposal has advance payment option enabled (e.g. payment gateway Stripe), you will not see this option.




Option to Set Decimal Place for Proposal Pricing

You can set number of decimals displayed in proposal pricing, fees table.




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