Interim Solution

Introduced a "Price Display" button in the top bar that opens a modal with toggle switches.

In this page

Oct 27^th, 2025

Full View

The Complete Workflow

Step 1: Initial State

• Advisor enters the Preview & Share interface from the Quote Builder
• Price Display button will be positioned next to the View Switcher

Step 2: Modal

• Advisor clicks on the Price Display button
• Modal appears with focus on the Full View settings
• Toggles are defaulted to "ON"
• "Save" button is disabled

Step 3: Toggle

• Advisor toggles the "Show Component Pricing" setting to "OFF"
• "Save" button is enabled

Step 4: Success

• Toast notification confirms the change is succesful

Oct 27^th, 2025

Invoice View

The Complete Workflow

Step 1: Switching

• Advisor switches from Full View to the Invoice View
• Price Display button will be positioned next to the View Switcher

Step 2: Modal

• Advisor clicks on the Price Display button
• Modal appears with focus on the Invoice View settings
• Toggle is defaulted to "ON"
• "Save" button is disabled

Step 3: Toggle

• Advisor toggles the "Show Amount Column" setting to "OFF"
• "Save" button is enabled

Step 4: Success

• Toast notification confirms the change is succesful

Oct 27^th, 2025

Traveler View

Traveler View has no price display settings.

• Price Display button is disabled
• The disbaled button is not clickable (inactive)