Skip to main content
Click Share at the top of the editor, then pick a way:
  1. Click Send by email.
  2. Enter your client’s email, or pick it from Or pick a client.
  3. Click Send the email now.
Your client gets an email in your name with a View Document button, and the document’s status changes to Sent automatically.If you made a PDF of the document before, we attach it to the email. Changed the document since? Click Download then Update PDF before sending, so the file carries your latest edits.
When you share on WhatsApp or copy the link, the status stays Draft. Change it to Sent in the Status panel in the editor, so your client sees the Accept proposal button and doesn’t see the word “Draft” on the document.
You can also copy the link or share on WhatsApp from the actions menu next to the document on Documents.
  • Private: every document has a unique link that’s hard to guess. Anyone with the link can open the document, so share it only with your client.
  • Always current: the link shows the latest saved version. If you edit after sharing, your client sees the change when they open the link or refresh the page.
  • In the document’s language: it opens in the document’s language and direction, whatever your app language is.
  • Ends when the document is deleted: if you delete the document, the link stops working right away.

​
Monthly email limits

Each plan has a monthly limit on document emails: 10 on Free, 300 on Pro and 500 on Agency. There’s no limit on sharing the link or on WhatsApp.

What your client sees

How your document page looks to your client, and what they can do on it.