My customer can't open the proposal link I sent by text message. What should I do?
iPhones sometimes don't make a link clickable when the message comes from an unknown number. Ask your customer to copy the link and paste it into their browser, or send the proposal by email with Publish & share → Send email via Duranta.
How do I change the order of sections on my proposal?
On the proposal, hover over a block and drag it to a new place.
How do I hide the prices of line items?
On the Send tab, under Service details, select Concise or No details. No details hides the breakdown and includes the item price in the total.
How do I change the monthly or total amount?
On the Send tab, open Subtotals and choose None, Monthly Average or Cumulative Total. Adding start and end dates to services makes the monthly average more accurate.
How do I require a signature?
On the Send tab, turn on Require the customer to sign when approving. See Signature and customer choice on proposals.
I changed the proposal after sending it. Does my customer see the change?
Not until you publish again. Select Publish & share to publish the new version.