Hiding Items/Assemblies From Client/Preview
Use the proposal presentation to check what your client sees and hide items or assemblies you don't want shown.
Overview
Before you send an estimate, you can check what your client will see in the proposal presentation and hide any items or assemblies you don't want them to see. Hidden items and assemblies stay in your estimate but are not shown to the client.
Open the Proposal Presentation
1. In the left-hand menu, click Jobs.
2. Click Job list and select the estimate. You can also click Pipeline and select it from there.
3. In the estimate's left sidebar, click Proposal presentation. The proposal opens as your client will see it, with your logo, background image, the date of the estimate, the estimate name and any text you've added.
Hide an Item From the Client
1. Scroll down to the item you want to hide (for example, PROJECT OVERVIEW under Project breakdown).
2. Hover over the item. An edit button (pencil icon) appears in its top right corner.
3. Click the pencil icon. The Edit item panel opens.
4. Under Visibility, turn off Visible to customer. The item is greyed out in the presentation and the client won't see it.
5. In the top right corner, click Save estimate changes.
Hide an Assembly From the Client
1. Hover over the assembly you want to hide (for example, 4 Piece Bathroom).
2. Click the pencil icon (Edit details) in the top right corner of the assembly.
3. Turn off the visibility setting so the assembly is hidden from the client, the same way as for an item.
4. Click Save estimate changes.
Why This Matters
- You can check exactly what your client will see before you send the estimate.
- You control which items and assemblies appear in the proposal, without removing them from your estimate.
Summary
Open the estimate and click Proposal presentation to see it from the client's side. Hover over an item or assembly, click the pencil icon, and turn off Visible to customer to hide it from the client. Then click Save estimate changes.