Project Settings
Project Settings
Show on client portal - Turn this switch on if you want this project to appear on the portal.
Project name in portal—Enter the name for the project that you want the client to see. For example, inside your firm, it might be named the “Harkey Remodel Q1 2025,” but your client will know it as the “Harkey Condo Project.”
Show room subtotals - Turn this switch on if you want the proposal to show the subtotals for each room.
Require clients to approve items on proposal - Turn this switch on if you want the client to click a check mark next to every item on the proposal. Some firms feel like this will help the client be more cognizant of what they are approving. If this is left off, then the client will only have to click on the Approve button.
Show attributes on the proposal list view—Turn this switch on if you want the first four attributes to appear in the list view. Otherwise, they will appear in the detail view.
Show proposal note on the proposal list view—Turn this switch on if you want the “proposal note” to appear on the list view. It will also appear on the detail view. Note that the proposal note always appears on proposals. The “in-house” notes do not appear on proposals and will not appear in the portal.
