The Preview tab
Every quote has a Preview tab next to Quote and Settings. It shows the whole quote as the customer will see it, including your current, unsaved edits. You can try optional items and multiple-choice groups to check the totals; choices made here are not saved, and Accept and Decline do nothing.
In the send dialog
Preview & send shows the email on the left and a Customer preview of the whole quote on the right, so you can check both together before sending.
Customer view
The Customer view button at the top of the quote opens the real customer page in a new tab. A Customer view notice at the top reminds you that this is what your customer sees, with Back to editor.
- It works for drafts and quotes being edited too, which customers cannot open yet.
- Your visits are not counted as customer views.
- On a quote that has been sent, this is the live page: Accept quote, Decline and sending a message under Questions & answers work just as they do for the customer. Use them only if you mean to.
The PDF
To check the printed version, choose Download PDF in the quote's Actions menu. See Download a PDF.
See also
Last updated 19 October 2026