The client view

The client view is the Dealroom page your customer opens from the quote email or link. It shows the quote with your branding, without any internal information: no approvals, margins, or internal notes.

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Preview the client view

Before sharing, click Preview in the quote editor header to see the Dealroom as your customer will. Click Back to editor to return. From the quote list, Visualize opens the same preview and Open dealroom opens the live page of a published quote.

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Sections of the Dealroom

The page shows the following sections, from top to bottom. Sections without content are hidden.

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Header

Your business unit’s branding and the template’s Dealroom header image, the quote title, and the quote number (No.), Expiration date, and Last modified date.

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Content

The content sections of the quote (introduction, solution, team…), built from your content blocks, with their variables replaced by the quote’s data.

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Attachments

Files attached to the quote. The customer can Preview or Download each one.

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Offer

The quote’s sections and lines. The columns depend on the template’s Customer view settings (Display in customer table view): for example Ref., SKU, Unit, Discount, Net U. Price, Tax rate, Total excl. tax, and Total incl. tax. Plan sections show each phase’s Start:, End:, and Billed: frequency. What the customer can do here:

• Check Include this line in the offer on optional lines, or Include this optional section in the offer on optional sections
• Change the quantity of lines where you turned on Free Quantity, within the minimum and maximum you set
• Open graduated or volume pricing details

When the quote’s Hide price for customer setting is on, the table is shown without prices.

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Summary

The totals: One-off total excl. tax, recurring totals (for example Monthly total excl. tax), Taxes, and the total including tax. Depending on what you chose to display, the summary also shows the First payment, a yearly summary, and the Total Contract Value, followed by the Payment terms schedule, Specific terms, and Payment method (“We accept payment via…”).

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Legal Agreements

The contracts of the quote, with the notice “By signing, you acknowledge that you have read and expressly accepted all documents listed below”. Mandatory contracts show a Mandatory badge. For each contract, the customer clicks Read contract, then checks I have read and accept the terms and conditions. The checkbox only becomes available after the contract has been opened. Accepted contracts show an Accepted badge.

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Your information

The customer’s Billing details and, if the template requires it, Shipping details, each marked Complete, Incomplete, or Missing fields. The customer opens the form to fill in:

• Type: Company or Individual
• The address, city, postal code, state or region, and country
• Tax ID: one or more identifiers (Add identifier)
• The Contact: first name, last name, email, and phone

They can prefill from an existing address or contact, and use Same as billing address for shipping. The forms used come from the template (Customer view › Form).

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Signature

• Save: saves the customer’s choices (optional items and quantities)
• Proceed to signature: starts the signature. The customer must first accept all mandatory agreements (“You must accept this document to continue.”) and complete their information (“Please complete your billing address to continue.”)

See Configure the signature for the rest of the flow.

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After the signature

• While signatures are being collected: “Your quote is being signed”, with the number of signatures completed out of the total
• Once all signatures are collected: “Congratulations! Your quote is signed”, with Download signed quote

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Common questions

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