Permalink — Share a Link
Generate a shareable link for any estimate, invoice, or job. Copy the link and send it through WhatsApp, text message, email, or any platform you prefer.
What Is a Permalink
A permalink is a permanent URL that links directly to your estimate, invoice, or job. When someone opens the link, they see the document in their browser — no account or login required.
Permanent Link
Once created, the link stays active. You can share it now or come back to it later.
Works Everywhere
The link works on any device — phone, tablet, or computer. No app installation needed.
Any Messaging Platform
Paste the link into WhatsApp, SMS, Facebook Messenger, or any platform your client uses.
Create a Permalink
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Open your estimate, invoice, or job
Navigate to the document you want to share.
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Open the menu
Tap the menu button and select Permalink...
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Tap Create
The permalink dialog opens. If this is the first time sharing this document, tap Create to generate the link. If a link was already created before, it appears automatically.
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Copy the link
Tap Copy to copy the URL to your clipboard. You can now paste it anywhere.
Privacy
What viewers can see
When someone opens the permalink, they see the same information your client would see — the document details, items, totals, and your business information. They cannot edit or delete anything.