Sharing Proposals and Estimates Through Personalized Links

Key Advantages of Sharing Proposals and Estimates Through Links

Before diving into the step-by-step instructions, let's explore the main reasons why sharing proposals and estimates via links is beneficial:

1. Greater Flexibility in Document Distribution: With custom links, you can easily share your proposals and estimates through various platforms such as SMS or social media, offering a flexible and accessible solution for document sharing.

2. Customizable Links for Individual Recipients: You can generate unique links for each recipient, ensuring that the correct person receives the right document, enhancing security and accuracy.

3. Simplified Document Monitoring: Once sent, documents are automatically marked as "Dispatched" and can be tracked under the "Awaiting Others" tab, making it easier to monitor their progress and ensure smooth collaboration.

Step-by-Step Instructions for Sharing Proposals and Estimates

Accessing Your Documents:

1. Log in to your CRM system.

2. Locate the specific proposal or estimate that you want to share.

How to Share Using a Link:

1. Inside the document, find and click the “Share via Link” button.

2. Generate a custom link for the document, which can then be shared through any communication method, such as SMS or social media.

Creating Tailored Links for Multiple Recipients:

If the document needs to be shared with several people, create a unique link for each recipient. This ensures that each individual receives a personalized and secure link to the document.

Managing and Tracking Shared Documents:

Once a document has been shared, it is automatically flagged as "Dispatched." You can find these documents in the "Awaiting Others" tab and also within the list view. This makes it easy to monitor document status and facilitates collaboration with both team members and clients.

Practical Applications and Scenarios

For example, if you've just completed a detailed project proposal that needs to be sent to multiple stakeholders, you can avoid large email attachments by generating unique links for each person. These links can be shared through SMS or social media, making it easier for everyone to access the document. Additionally, you can track who has viewed the proposal, ensuring accountability and timely reviews.

Frequently Asked Questions and Troubleshooting Tips

What if the recipient says they didn’t receive the link? Double-check the link’s accuracy and resend it if necessary. You can also suggest that the recipient look in their spam or junk folder.

Can I cancel access to a document after sharing it? Yes, you can manage and revoke access to any shared document at any time via your CRM’s document management settings.