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Client Mode

Client Mode and how it works on D-Tools Cloud

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Written by Ashok P

If your company has an internal process of sharing proposals 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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