How to configure the client view on an estimate

How to control what your client sees when they open their estimate -- pricing, specifications, and approval settings.

Written By Julia M.

Overview

The Client View menu in the estimate editor controls what pricing, details and approval options the client sees online. Check it on every estimate before sending.

Open the settings

Open the estimate in the editor.
Click Client View at the top right.

Estimate editor header with Group items, Client View and status

Show to client

Toggle	What it shows
Markup / Margin	Your markup in the client's totals bar. Usually off.
Discount (Line Item) / Discount (Whole)	Line and estimate-level discounts.
Processing Fee	The card/ACH fee line.
Individual Pricing	Per-item prices (off = section and estimate totals only).
Tax (Line Item) / Tax (Whole)	Line and estimate tax.
Retail List Price	The product's retail/MSRP price.
Internal Memo	Your internal memo.
Line Item Deposit	Per-line deposits.
Ship To Address	The ship-to block.
Freight Charge	Freight amounts.
Description / Specifications	Product descriptions and spec fields.

Approval mode

Turn on any combination of Item Approval, Section Approval and Whole Est. Approval. These decide which approve buttons the client gets.

Per-line and per-section control

Each section has a Specifications button to choose which spec fields show for that section.
Each line's ⋮ menu has Client options, Show Specifications and Delete Line.

Line menu with Client options, Show Specifications and Delete Line

Preview

Save, then use the eye icon on the quick view panel (or share → Client View) to see exactly what the client sees.

Important limitations

These settings control the online view only. The PDF has its own settings in the export panel.
Deleting a section can't be undone.

How to customize and download the estimate PDF
How the client reviews and approves an estimate

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