There will be times where you'll want to show a client the total sum of their service without showing the itemized prices. Kickserv provides you with the option to do so.
Select your Opportunity and then View Estimate. When viewing a customer's estimate you'll have the option to select one of two document views: Detailed or Summary.
Detailed view
Shows line items, quantities, and prices.
Summary view:
Shows total price but hides quantities and prices for line items. These will also be hidden within the Customer Center if the client chooses to view it.
Note: for seeing how the estimate will look to your customer, click on Preview.
Subscribe to our Youtube channel for new weekly content!
Comments
0 comments
Please sign in to leave a comment.