Guest Access lets you share a secure, read-only link with a client or external stakeholder — no QuickEstimate account or login required. Your client can view the project data you choose to share, while everything else in your account stays completely private.
Guest Access vs. Team Sharing
Guest Access is for people outside your business — clients, subcontractors, or external reviewers. If you want to share an estimate with a colleague who is already on your account, use Sharing Estimates with Team Members instead.
How to Create a Guest Access Link
Follow these steps to generate a secure link you can send directly to your client:
Navigate to the project or estimate you want to share with your client and open it.
Click the Share button in the top-right corner, then select the Guest Access tab in the sharing panel that opens.
Select which sections to include in the guest view — for example, you can show line item descriptions but hide unit costs and margins. See the options breakdown below.
Choose how long the link stays active — 7 days, 30 days, 90 days, or no expiry. After expiry, the link stops working automatically and the client sees a polite message.
Click Generate Link. Copy the link and send it to your client directly via email, WhatsApp, or however you communicate with them.
You can also click Send via Email instead of copying the link — QuickEstimate will open a pre-filled email with your branding and the guest link already included, ready for you to personalise and send.
What Clients Can and Cannot Do
Guest Access is always view-only. Clients can never edit, download source files, or access any other part of your account.
| Feature | Guest (Client) |
|---|---|
| View project summary and totals | ✓ |
| View line item descriptions (if enabled) | ✓ |
| View your business branding and logo | ✓ |
| Download a PDF copy of the shared view | ✓ (if enabled) |
| Leave a comment or approval response | ✓ (if enabled) |
| View unit costs, rates, or margins | ✗ (hidden by default) |
| Edit any project data | ✗ |
| View other projects or estimates | ✗ |
| Access your account or team settings | ✗ |
Guest links are not password-protected by default. Anyone with the link can view the shared content. If you are sharing sensitive pricing, we recommend setting a short expiry window and only sending the link through a trusted channel.
Controlling What Clients Can See
When creating a Guest Access link, you can toggle the following visibility options to control exactly what your client sees:
- Line item descriptions — show or hide the individual breakdown of work items.
- Quantities and units — choose whether quantities are visible alongside descriptions.
- Unit costs and rates — hidden by default; only enable this if you want clients to see your pricing structure.
- Profit margins — always hidden from guests and cannot be enabled.
- Internal notes — always hidden from guests and cannot be enabled.
- PDF download button — allow or prevent clients from saving a PDF copy of the shared view.
- Approval response — enable a simple approve / request changes response that notifies you by email.
Enabling the Approval Response option is a great way to get a quick sign-off from your client. When they click Approve, you receive an instant email notification and the approval is logged against the project in your Team Activity Log.
Managing and Revoking Guest Links
You can view and manage all active guest links for a project at any time:
Go to the project or estimate and click Share, then select the Guest Access tab.
All currently active guest links are listed here, showing when they were created, their expiry date, and how many times they have been viewed.
Click Revoke next to any link to deactivate it immediately. Anyone who clicks the old link will see a message that access is no longer available.