See exactly what your customer will see — before you send

Preview the rendered Estimate, Invoice, or Auto-Invoice PDF before any signature is captured, any notification fires, or any payment processes. Zero accidental sends. DRAFT watermarked so it's clear in every screenshot.

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What it does

Until SyncHQ Pro Phase 50.12.6, the only way to see a customer-facing PDF was to send the document — once sent, you couldn't unsend. The Draft Preview surface fixes that for the three flows where it matters most: Estimate preview, Invoice preview, and Job-to-Auto-Invoice preview. Each renders the real PDF (same generator, same data, same layout) but watermarked DRAFT so screenshots are obviously not the final.

Estimate preview

See the rendered Estimate PDF before sending. Catch typos and pricing before the customer signs.

Invoice preview

Real generator, real layout, real tax math — DRAFT watermarked. No accidental sends.

Job → Auto-Invoice preview

Zero-persist preview of the auto-invoice the system would create. Approve, edit, or discard.

Why it matters

Covered flows

Accidental sends

DRAFT

Watermark on every page

0 ms

Customer notifications fired

Zero accidental sends

Preview before commit. Find the typo, fix the math, swap the description, then send the real thing. The customer never sees the rough draft.

Real PDF, real layout

Same generator that produces final PDFs. HSN/SAC on India docs, VAT on UAE/UK, US sales tax per state. Per-line tax inclusive / exclusive correct.

Confidence at the close

Send with confidence — you saw it first. Reduce dispute rate, NPS escalations from "I didn't expect that line", and time spent re-issuing corrected documents.

Under the hood

3 covered flowsEstimate · Invoice · Job → Auto-Invoice (zero-persist preview).

DRAFT watermarkDiagonal watermark applied via PDFKit bufferedPageRange + switchToPage loop; appears on every page.

No signature requiredPreview surfaces BEFORE the signature gate that normally blocks PDF generation.

No customer notificationDrafts never send SMS, WhatsApp, or email. Pure operator-side view.

Audit log entryEach draft preview is recorded with user, document ID, timestamp — visible in audit trail.

Endpoint patternGET /api/v1/<resource>/:id/pdf?draft=true

Zero-persist auto-invoiceJob→Auto-Invoice preview renders without committing the auto-invoice to DB.

One-click reviseIf preview shows an issue, close and edit. No state to clean up.

Availability

Feature	Solo	Essentials	Growth	Scale
Estimate preview PDF	●	●	●	●
Invoice preview PDF	●	●	●	●
Job → Auto-Invoice preview	—	●	●	●
Audit log entry per preview	●	●	●	●