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Proposals
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Release Notes
Enabling and Using Presentation Mode
- In the sidebar menu in the proposal, select the Share/Present option.
- A modal will open and towards the bottom, make sure that "Presentation Mode" is toggled on. Once toggled on, whenever you share the proposal via email/text, any changes made by you will update automatically.
![[video-to-gif output image]](https://s5.ezgif.com/tmp/ezgif-5-a7ce45d89a.gif)
- You can then share the proposal via link, email, or text.
- When qualifying a customer in a credit application, there will also be another toggle labeled Customer Edit, when toggled on, the customer will be able to fill out the credit application on their end. All updates will reflect on your end as well.
Watch How to Enable and Use Presentation Mode