You will have the client's proposal link on your clipboard.
Before you start
You need permission to send estimates. The estimate must be a draft, sent or viewed one.
Steps
- Open the estimate.
- Choose More actions → Copy proposal link.
- Press Copy Link in the box that opens ("Copied!" confirms it).
What you will see
The link opens the proposal page the client sees. On a draft it is a private preview: the client cannot accept or decline it, and the draft does not become sent. On a sent estimate, anyone with the link can accept it.
If something goes wrong
- Opening the link yourself on a sent estimate marks it viewed, as the client's opening would. Preview from the draft stage instead.
- The link stays the same every time and has no expiry of its own. It stops working when the estimate expires, is accepted or declined, or goes to Trash.
- To mark the estimate sent, use Send, not Copy link.