How can I get a shareable link for the proposal?

Where can you use the shareable links?

Shareable links of the Proposals can be used to share the proposal link to the customer in private chats, SMS,etc.

How to get the shareable links for the Proposal?

  • From the sidebar, click on proposals to go to the listing.

  • Select the proposal from the proposal table list and open the proposal editor page. From the top right just beside the send button there is an arrow button pointing downwards click on it to copy the link.

Note: In case if the status of the proposal is Draft then you won’t be able to get the shareable link.

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