Share proposal/estimate links rather than sending an email

Share proposal/estimate links rather than sending an email


Share proposal/estimate links rather than sending an email

  • Business users will now be able to send document links rather than sharing documents via email only

  • This will allow businesses to generate a link for the document and share it across any preferred channel of their choice

  • Individual links for each recipient will be created if the document has to be shared across multiple recipients.

  • Once links are generated for the document, it will be marked as sent and will be available in the

    Waiting for Others

    tab in the list view

  • Users will still be able to copy links or share documents via email at any point in time

Screenshot 2023-11-06 at 4imageScreenshot 2023-11-06 at 4
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