🧠 Why It Matters
Every client is different — some want all the details, while others prefer a clean, simplified quote.
With this new feature, you’re in control of what information is shown, so you can tailor your presentation without changing your internal scope setup.
✨ What’s New
Hide details: Choose to hide cost type, quantity, unit, or even item prices.
Flexible pricing view: Collapse or expand grouped pricing sections.
True-to-client preview: Instantly preview quotes exactly as your client will see them.
No disruption: Your internal scope data remains intact for your team.
✅ How to Use It
Go to your Opportunity > Preview & Send Quote before sending.
Look for the Visibility Settings panel.
Toggle on/off what you want the client to see (e.g., hide Quantities, Unit).
Collapse or expand grouped pricing if you prefer to show a summary.
Click Preview as Client to confirm the final look.
Once satisfied, hit Send Quote to Client — your client sees only what you allow.
🚀 Pro Tip
Use collapsed pricing for high-level proposals, then expand itemized details when you need full transparency.
🎯 Final Thought
This feature helps you strike the right balance between clarity and simplicity, making your quotes look more professional and tailored to each client’s needs.