How to Share Proposals & Estimates Via Customized Links

Benefits of Sharing Proposals & Estimates via Links

Before diving into the how-to guide, let's explore the advantages of using this feature:

• Enhanced Proposal Sharing: With the ability to share documents via customized links, you can now distribute proposals and estimates through various channels, including SMS and social media platforms, providing a flexible and universal solution.
• Personalized Recipient Links: Create unique links for each recipient, ensuring the intended person receives the correct document, thus minimizing errors and enhancing document security.
• Streamlined Document Management: Once shared, documents are marked as "Sent" and are easily accessible under the "Waiting for Others" tab. This feature simplifies tracking and collaboration, keeping all parties informed of the document's status.

Step-by-Step Guide to Sharing Proposals & Estimates

Accessing Proposal and Estimate Sharing:

• Log into your CRM account.
• Navigate to the proposal or estimate you wish to share.

Sharing via Link:

• Within the selected document, locate and click on the "Share via Link" option.

• Generate a unique link for the document. This link can then be copied and shared through your preferred communication channel.

Personalized Links:

• If sharing with multiple recipients, generate individual links for each person. This ensures that each recipient receives a link that is unique to them, enhancing document security and personalization.

Document Management:

• Once a document is shared, it will be automatically marked as "Sent."
• Access these documents under the "Waiting for Others" tab and in the list view. This feature allows for easy tracking of document status and facilitates collaboration with your team and clients.

Practical Examples and Use Cases

Imagine you've just finalized a project proposal and need to share it with multiple stakeholders. Instead of sending bulky email attachments to each person, you generate personalized links for each stakeholder. These links are then shared via SMS and social media, ensuring timely and convenient access. Stakeholders can review the document at their leisure, and you can track each document's status, knowing exactly when it's been reviewed and by whom.

Troubleshooting Tips and FAQs

• What if a recipient claims they haven't received the link? Double-check the link for accuracy and resend it if necessary. Also, advise the recipient to check their spam or junk folders.
• Can I revoke access to a document after sharing it? Yes, access to shared documents can be managed and revoked through the CRM's document management settings.