Client View
Understand what your clients see and how they interact with quotes and invoices
Where will the addresses show on my quotes and invoices?Here's where the addresses for the contact, company, and venue will show on your quotes and invoices.
Do clients have access to view all project files?Your clients will not be able to access project files.
What happens when a Quote is signed?Here's what will happen after your client signs a Quote.
Where will my cancellation policy show to my client?Here's where your client will review your cancellation policy before signing the contract.
How can my clients print a receipt of payments?Here's how your clients can print a receipt of payments made on our projects.
Where does my company contact information show for my clients?Here's where your company's contact information will show on your quotes and invoices.
Will my client's see changes to a quote in real time?Your client will see updates to their quotes immediately with the sign and pay link - here's how it looks!
Where will my sales lead show on my projects?Here's where your sales lead will show on your Quotes and Invoices
How does project information appear to a client?Here's how all the project details will appear to your client.
How can my client change how much they pay after signing?Here's how your client can edit the amount that they pay online after they sign.
Where can my client see the fees they've paid on an order?Here's how you can show your client any fees they've made on their payments
What Email and Subject Line do my quotes have?Here's how your email and subject lines will appear on your quotes so you can tell your client what to look for.
Can a client sign a Lost project?Here's what your client will see if they try to open a Lost project
What is the client experience?Here's what your client will experience when signing and paying.
Images on Quotes, Invoices & Pull SheetsHow to get item images to appear on printed materials and online interactive views.
How can my clients set up Auto Pay?Here's how your clients can easily opt in to automatically pay the remaining balance after the deposit.
Where will my client see Stripe's fees?Here's where your client will see Stripe's fees when paying for their project and on their paid invoices.
Where does my signature appear when I send a message to a client?Here's where your signature appears on your messages sent.
What is the customer experience for Buy Now, Pay Later?Here is what your client will see when they opt to pay with Buy Now, Pay Later (via Affirm).
Explaining Event Insurance to your ClientsThis article helps you confidently explain Event Insurance to your clients.