My Example CRM

Locate and open the estimate you want to preview

At the top right, click the Client Preview button

In the new tab you will be able to view the estimate preview as your customer would see it

1. Log into your account
2. From the menu, choose Estimates
3. Locate and open the estimate you want to preview
4. Make any edits as needed to the estimate
5. At the top right, click the Client Preview button
6. A new tab will open
7. In the new tab you will be able to view the estimate preview as your customer would see it
8. When complete close the tab

Preview your Estimate (Client Preview)

Find answers and get help from Intercom Support and Community Experts

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