With your design(s) ready to go, you can now move onto to viewing what the client will be able to see and interact with if you send them an invitation. This video will demonstrate how the interactive proposal will look with mostly default settings. In order to learn how to fully customise this proposal, please visit the HelpPages article linked below.
See Customise My Proposal for detailed information on how to edit your proposal template.
See Add Case Studies for information on how to add case studies to your proposals.
Feel free to check out our other videos on extra features, including 3D designing, here.