Modern Delivery Without Attachments
Direct links make proposal sharing instant, trackable, and accessible across all devices. Clients can review, sign, and accept without downloading files or creating accounts.
Perfect for WhatsApp, SMS, email signatures, or any messaging platform—your branded proposal opens instantly in any browser.
Step-by-Step: Creating and Sharing Your Link
Follow these four simple steps to generate, customize, and share your proposal link. Clients receive a professional experience with full tracking.
Generate the Proposal First
Every shareable link comes from a completed proposal. Links are unique to each proposal and can't be generated from estimates directly.
- Open any completed proposal from your dashboard
- Ensure branding, terms, and pricing are finalised
- Click the "Copy Link" button in the proposal actions
- Your unique proposal URL is copied to clipboard instantly
Each proposal gets its own permanent link that never expires, even after client acceptance.
Customise the Link Experience
Add context and instructions so clients immediately understand what they're viewing.
- Edit the link preview text (appears when pasted in messaging apps)
- Add a custom message that appears above the proposal
- Set password protection for sensitive proposals
- Enable/disable download option for PDF export
- Choose auto-expiry (7, 30 days, or never)
Link customisations are saved per proposal, so you can use different messaging for different clients.
Share Anywhere
Your proposal link works everywhere clients communicate—no app downloads or email clients needed.
- Paste directly into WhatsApp, SMS, iMessage, or Telegram
- Share via email subject line or email signature
- Add to Slack, Microsoft Teams, or Discord channels
- Post temporarily in Facebook Messenger or LinkedIn DMs
- Print QR code for in-person sharing
Track Every Interaction
Know exactly when and how clients engage with your proposal without asking them.
- Get instant notification when link is first opened
- Live view counter shows total opens and unique visitors
- Track device type (mobile/desktop) and location
- Monitor time spent reviewing each section
- Receive alerts for signatures, comments, or acceptance
All link activity appears in your dashboard and email notifications automatically.
What Clients Experience
Your link delivers a full-screen, native app-like experience:
- Instant load (under 2 seconds) on any connection
- Mobile-optimised layout with touch-friendly buttons
- Full branding matching your PDF version exactly
- One-click e-signature without account creation
- Comment section for questions before signing
- Works offline after first load (proposal cached)
Clients see professional polish without technical barriers.
Pro Tips for Link Sharing
Small tweaks make your links convert faster and feel more personal.
Send Links Immediately
Fresh proposals get 3x higher open rates. Share within 5 minutes of finalising.
Mobile-First Messaging
87% of clients open on phones. Test your link preview on mobile before sending.
Use Passwords Selectively
Password protect only high-value proposals. Friction reduces completion rates.
Monitor Drop-off Points
Dashboard shows where clients stop reading. Simplify those sections.
Enable Comments
Clients ask questions via built-in comments instead of phone calls.
Shorten for SMS
Use our link shortener for SMS (under 160 chars) while keeping full tracking.
Ready to Share Your First Link?
Create a proposal and test the link sharing workflow today.