Before sending your quotation to your customer via CloudSign, you might want to see what the quotation looks like for your customer. You can! Read all about the preview functionality in CloudSign here.
Go to your deal
Click on the three dots next to the quotation you want to see a preview from
First, make sure to Make the quotation available on CloudSign to be able to preview it
Choose Preview on CloudSign
You’ll be redirected to CloudSign where you’ll find a preview of your quotation. It’s not possible to perform any actions in this version, like downloading, giving feedback or signing.
If you want to change anything to the layout of your CloudSign environment, go check it out in the Settings > Cloud platforms > CloudSign customisation. Read more about it here.