QuoteHero Client Mode

The QuoteHero quote builder includes a "Client Mode" setting, which allows you to preview the quote as the client will see it. This feature is essential for ensuring that the final presentation of the quote is exactly as intended for the client.

Enabling Client Mode

To enable Client Mode, follow these steps:

1. Locate the "Client Mode" Switch: At the top of the quote builder page, you will find a toggle switch labeled "Client Mode."

2. Toggle the Switch On: Click the switch to turn on Client Mode. Once activated, the page will transform to display the version of the quote that clients will see when you share it.

What Changes in Client Mode?

When Client Mode is enabled, the following changes occur:

• Sidebar Hidden: The sidebar will be hidden to provide a cleaner view of the quote.
• Edit and Delete Buttons Removed: All edit and delete buttons will be removed to prevent any accidental modifications.
• Agent Tooling Disabled: Any agent-specific tools will be hidden from view.
• Read-Only Mode: The quote becomes read-only, disabling any dragging or editing capabilities.

By using Client Mode, you can ensure that the quote is presented professionally and without any distractions or editing options visible to the client.

Exiting Client Mode

To exit Client Mode and return to the editable version of the quote, simply toggle the "Client Mode" switch off. This will restore all editing functionalities and tools.

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Utilize Client Mode to perfect your quote presentations and ensure a seamless client experience.