new
Documents & Contracts
Share proposal/estimate links rather than sending an email
- Business users will now be able to send document links rather than sharing documents via email only
- This will allow businesses to generate a link for the document and share it across any preferred channel of their choice
- Individual links for each recipient will be created if the document has to be shared across multiple recipients.
- Once links are generated for the document, it will be marked as sent and will be available in the Waiting for Otherstab in the list view
- Users will still be able to copy links or share documents via email at any point in time


