Add 'Client View Mode' to the web app
complete
Kirk Chisholm
complete
Live on the site now!
Try the toggle in the 'More' menu.
N
Nicholas Reimer
Does this also mean the IOS App is going to be updated? I haven't used it in a while as it seemed outdated and was using the Mobile Website.
Kirk Chisholm
Nicholas Reimer: Yep. We're working on a really cool structure to the iOS app so that it stays up-to-date with our web app as we build so many new features.
N
Nicholas Reimer
Kirk Chisholm: Awesome! Looking forward to it. We love Portal!
Kirk Chisholm
in progress
Great news, we've completed this and should have it on the site in about a week :)
R
Rod Carter
Kirk Chisholm: keep those new features coming. My customers love the proposals
Kirk Chisholm
Rod Carter: Yeah, Rod. New features are the best!
Kirk Chisholm
planned
We've decided to add this. It will come with a complete update to our mobile page designs.
Magic AV LLC
I just asked portal this same question and they linked me here to upvote and track progress. They said its something they are working on. I love the idea of creating a proposal in front of the customer on a screen they can see so we can close the deal immediately, while they are still excited and write some checks!
Kirk Chisholm
Merged in a post:
"Client View Mode" for Desktop
P
Peter Friesen
Would like to be able to build a proposal on a desktop in front of client without them seeing pricing and profit.
Kirk Chisholm
Merged in a post:
Customer Facing Mode
M
Matt Leonard
Sometimes we sit with clients in our conference room and we'd like to be able to edit proposals without our pricing and profit being visible. It would be nice to be able to toggle to a mode that hides this info.
Kirk Chisholm
under review