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Client Mode

Enable Client Mode to hide sensitive pricing information before sharing a quote for review and approval

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Written by Ashok P
Updated over 7 months ago

If your company has an internal process of sharing quotes with stakeholders who don't need to see sensitive pricing information in the quotes, you have the option to enable "Client Mode."

A quote that is in Client Mode will not display the following details:

  • Cost price, discount, margin, and markup of products

  • Labor hours and labor charges

  • Margin and profit earned for the project

To put a quote in the Client Mode, go to the 3-dot menu of the quote, and click on the "Client mode" option.

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