WEBVTT

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Preview a saved proposal in Pixie CRM Open
Proposals and select

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the Website planning training draft Check the
proposal number customer

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total and Draft status before opening the
customer-facing view

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Open More and choose View Proposal The customer-
facing preview opens

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in a new tab so you can review the rendered
document

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Review the proposal number and title in the
preview Check the information

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panel as well this training document remains
Draft The preview displays

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the proposal as a customer would see it

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Review the rendered service line including its
description quantity

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and rate Check the tax column and calculated
total This fictional

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example shows one discovery session with a total
of one hundred

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and fifty pounds

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Check the customer name and address in Proposal
Information Review

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the document date and Open Till date before
sharing a real proposal

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These values should match the saved customer and
the intended review

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period

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Open Discussion to find the proposal comment area
then return to

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Summary to review the document information
Complete your internal

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review before using delivery or acceptance
controls This walkthrough

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reviews the saved training draft