Walkthrough Mode

This feature is a Toggle Button – The Enable Walkthrough Mode button hides all cost, margin, markup, and modifier details from the screen. This is extremely useful when building the proposal in front of the customer as they don’t need to see those details. Enabling this button also hides cost details from the Add Products button as well.

So, go ahead! Build your proposal in front of your customer, and rest assured that they will only see the pricing you want them to see.

When you are finished showing your client – you can “Disable Walkthrough Mode” and get back to viewing and modifying your proposal with all costs and margins.

This feature is listed under the Proposal Module in both the Proposal & Designer options
Proposal Options
Designer Options

Last modified: 8 May 2023

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