Quick Tip — Test your room in Present mode before you send
Before sharing a room with a buyer, click [Present] (top right of the room) to see the room as a buyer would.
What Present mode shows
- The room as a Viewer (or Buyer) — not as an Editor
- Hidden pages and sections are hidden
- Variables are rendered with current values
- All block content in its final form
One exception: per-person views
Some actions render differently for each specific buyer — signature envelopes tied to a named signer, personalized tasks, etc. Present mode shows the generic version of these. The actual per-buyer rendering only happens when that specific buyer opens the room.
What to check
- Welcome text has the buyer's name and company filled in (if using variables)
- Hidden pages / sections are actually hidden
- No internal jargon accidentally visible
- All CTAs have the right links
- Videos play correctly
- Pricing values are accurate for this specific deal
Present doesn't track
When you use Present, it doesn't count as a buyer visit in your Activity tab. Test freely.
30 seconds that saves a deal
A 30-second Present check catches 80% of "oh no" moments — typos, broken links, stale pricing, visible internal notes. Worth it every time.
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Updated on: 18/06/2026
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