After editing a proposal template, you can preview the changes by creating a test proposal. This lets you confirm the layout, content, and formatting before using the template with clients.
Preview changes made to a proposal template
Create a new proposal and select the template you've edited.
Add any services (you can choose random services for testing).
Scroll down and click Get Calculation.
Select Complete Proposal.
Skip client and staff details by scrolling past these fields.
Scroll down to the Preview Proposal section.
📌TIP: Use the refresh icon in the top-right corner of the PDF preview to update the view after making further changes.
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