Give your proposal a human explanation.

Explain the parts a document cannot explain alone

An itemized quote is useful, but sometimes a customer needs to hear why you recommend one option or how the pieces fit together. A short walkthrough lets you add that explanation in your own words.

For example, an office supplier can show which furniture belongs in each area, while a consultant can explain what is included in each stage of an engagement. Keep the quotation as the reference and use the recording to clarify it.

Keep the recording focused

Plan one useful message before you start. Show the document or material you want to explain, then move through the parts that matter to this customer.

1. State what the quotation covers and the decision you are helping the client make.
2. Explain the main items or stages without reading every line aloud.
3. Call out important exclusions, timing or terms.
4. Finish with a clear next step or an invitation to ask questions.

Make the customer’s review easier

Let the client watch the explanation when they have time and return to the quotation for the detail. Keep names and item descriptions consistent between the recording and the document.

If you revise the scope or pricing, check whether the recording still describes the current offer. An outdated walkthrough can create the same confusion as an old attachment.

Record with care

Before recording, close unrelated tabs and notifications. Share only the screen or window needed for the explanation and review the recording before sending it. Obtain permission before including another person or their confidential information.

Walkthroughs are included on paid plans. Recording depends on browser and device permissions; use your desktop or laptop for the full workflow.

Common questions