Estimate Sharing

How To Share Your Estimates

Share your estimates with clients, vendors, or team members using secure links or email. You can create multiple share links for each estimate with different settings, or send estimates directly via email with PDF attachments.

Sending Estimates via Email

Send your estimates directly to customers via email with professional templates and PDF attachments.

How to Send an Estimate by Email

1. Open the estimate you want to send
2. Click the Send via Email button at the top right
3. Enter recipient email addresses (up to 5 recipients)
4. Add a custom message (optional, up to 500 characters)
5. Click Send Email

What Your Customer Receives

When you send an estimate via email, your customer gets:

• Professional email with your company name and estimate details
• PDF attachment of the complete estimate
• Secure link to view the estimate online
• Your custom message (if you added one)
• Estimate number, amount, and validity date clearly displayed

Email Tracking

Track engagement with your sent estimates:

• See when emails were sent and by whom
• Track how many times the "View Estimate" link was clicked
• View the last time the link was accessed
• Monitor all email activity in the Email History section

Email History

View the complete email history for each estimate:

1. Open your estimate
2. Scroll to the Email History section
3. See all sent emails with details including:
   • Recipient email address
   • When it was sent
   • Who sent it
   • Click tracking statistics

Sharing via Secure Links

Create shareable links for your estimates with customizable security options.

How to Share an Estimate

1. Open the estimate you want to share
2. Click the Share PDF button at the top right
3. Choose your security settings
4. Click Create Share Link
5. Copy and share the link

Security Options

Password Protection

Add a password to protect your estimate from unauthorized access.

How to use:

1. Check the Password Protection box
2. Enter a password (at least 4 characters)
3. Click the eye icon to show/hide your password
4. Share the password separately from the link (by phone, text, or separate email)

Expiration Date

Make your share link expire automatically after a certain time.

Quick options:

• 1 hour - For immediate review
• 1 day - Short-term access
• 1 week - Standard estimate delivery

View Limit

Limit how many times people can view your estimate.

When to use:

• Controlling who can access the estimate
• Tracking how many times it's been viewed
• Preventing unlimited sharing

How to use:

1. Check the Limit Views box
2. Enter the maximum number of views (1 to 10,000)
3. The link stops working once it reaches this limit

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Managing Your Shares

View and manage all your share links in one place.

View All Shares

1. Open your estimate
2. Click the Manage Shares button at the top right
3. See all your active and inactive shares

Understanding Share Status

Each share shows its current status:

• Active - Link is working
• Expired - Past the expiration date
• View Limit Reached - Maximum views used up
• Revoked - Manually disabled

You'll also see:

• Public badge - No expiration (permanent link)
• Protected badge - Password required

What You Can See

For each share link:

• Who created it and when
• Expiration date (or "Never")
• How many times it's been viewed
• When it was last viewed
• The share URL (for active links)

Copy a Share Link

1. Find the share you want to copy
2. Click the copy icon next to the URL
3. You'll see a confirmation message
4. Paste and share the link

Delete a Share Link

Organization owners can delete any share link:

1. Click the Manage Shares button
2. Find the share you want to delete
3. Click the trash icon
4. Confirm deletion

Quick Reference

Email Features

Secure Link Features

Troubleshooting