Test Mode excludes proposals from being connected to billing.
This means you can safely create as many test proposals as you want to achieve these goals:
Train your team
Anyone on the team can use test mode without 'breaking anything'.
Strategize:
Conduct sessions with your sales team to come up with new tactics.
Experiment
Try out new pricing approaches, new products, and services.
How does it work?
Create a new Consultation (or edit the existing proposal that was not presented yet)
On the Customer Information page select TEST MODE
The Customer Fields will be prefilled with the sample data
The same sample data will appear on the presented proposal and after it's accepted
Your billing will not include these test proposals even after the trial period is over
After you are done testing, Archive all test proposals (read more).
