Feature Update: 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

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top