Share a Proposal with recipients and view-only links

Short summary

Use the share options to invite recipients with Viewer or Editor access, or create a view-only link with an expiration time.

When to use this feature

Use this when you need to:

• Add a new recipient to a Proposal.
• Choose whether a recipient can only view or can take actions.
• Share a view-only link that expires after a set time.

Step-by-step instructions

Add a recipient with an access level

1. In the Business Portal, open the document.
2. Open the add recipient form: add recipients.
3. Enter the recipient’s email or phone number.
4. Select "Access level".
5. Choose "Viewer" or "Editor".
6. Submit the form. The confirmation message is displayed

Share or copy a link

▶ Watch video: Share a Proposal link

1. In the Business Portal, open the document
2. Click ‘Share’ to show "Share with recipients".
3. Under "Select recipients", choose the recipient.
4. Optional: add text in "Message".
5. Click "Share" to send the Proposal.
6. To copy a link, click "Copy link".
7. Choose "Full-access link" or "View-only link".

!Screenshot: Choose link access type

1. For a "View-only link", select "Expiration":

• "24 Hours"
• "7 Days"
• "30 Days"

"7 Days" is selected by default.

Notes & limitations

• "Access level" is mandatory when adding a recipient.
• No access level is selected by default.
• "Viewer" gives view-only access.
• "Editor" allows actions based on the Document type:

  - Proposal: payments, add/remove add-ons, sign, and leave messages.

  - Agreement: sign and leave messages.

  - Presentation: interact and leave messages.

• Adding new recipients is limited to 5 per day, using GMT time.
• A Proposal can have up to 10 recipients.
• View-only links are distinct links and expire based on the selected expiration.
• Expired view-only links open the "Read-Only Link Expired" page with the "Request New Link" button.
• The Activity Log records when a recipient is added and when a view-only link is shared.

Troubleshooting

Why can’t I add another recipient?

You may have reached one of these limits:

• Daily limit: "For your account's protection, adding new recipients is limited to 5 per day."
• Proposal recipient limit: 10 recipients.

Why can’t a Viewer sign, pay, add add-ons, or send messages?

Viewer access is view-only. Viewers cannot take actions in the Proposal.

What should a recipient do if a view-only link expired?

They should click "Request New Link" on the "Read-Only Link Expired" page.