Preview A Contract As a Client

Use this guide to make sure project information is portrayed to a client to your liking using client view

Karen Gordon avatar
Written by Karen Gordon
Updated yesterday

After navigating to the "Projects" page, select the project you wish to work with.

Click the "Vendor View" button and it will switch to "Client View'.

The three tabs will allow you to view the contract exactly as the client would.

Make sure all the given information is correct!

The symbols on the top right of the section will allow you to download, print, edit, and send the contract. 

To change what features are listed in your contract, choose the third symbol.

You will be able to delete or add all of these features to your contract.

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