Previewing & Reviewing Your Proposal

Reviewing your proposal is an important step before sending it to your intended recipient. Proposal Suite provides the ability to preview each form the client would see before you send it.

Where To Find The Preview Options

There are two places you can preview from in edit mode for a proposal:

  1. You can preview the entire proposal in online mode and PDF mode here.
  2. You can preview an individual section here.

Previewing Complete Proposal

After clicking the Preview Proposal button, you will see the online view, as well as have the option to View PDF version or see how a shared link would look to the client by choosing Preview As Client.

If you like what you see, the next step is to either save the PDF from the View PDF screen or choose Send Proposal to send as a shared link.