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Preview a quote as your customer

Open the quote and tap Preview as customer. You see the exact customer page. Nothing is sent and nothing can be signed there.

Updated 22 Oct 2026 · How-to

Open the preview

  1. Open the quote from Quotes or Recent on Home.

  2. Tap Preview as customer.

  3. Scroll through it the way your customer would: your business name, the job, the options, what's included, terms and the sign section.

  4. Tap the back arrow (Back to editing) to return.

What's different from the real page

  • A bar at the top says it's a preview.
  • Buttons don't do anything. Your customer can tap them; you can't from here.
  • Nothing is sent, no link is made, and it isn't counted anywhere.
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