Sharing documents by copying the link

Copying the document link is the most flexible way to share your documents. This method gives you complete control over how and where you send your document while automatically updating the document status to keep your workflow organized.

How to Copy Your Document Link

Accessing the Share Options

1. Open your document in the editor
2. Click the Share button in the top toolbar
3. In the share settings panel, click Copy link
4. The document link is automatically copied to your clipboard

Automatic Status Update When you copy the link, Proposify automatically changes your document status from "Draft" to "Sent." This prevents you from forgetting to update the status manually and keeps your document tracking accurate.

Using the Copied Link

Direct Sharing Once copied, you can paste the link anywhere:

• Email applications (Gmail, Outlook, Apple Mail)
• CRM systems and sales platforms
• Text messages or chat applications
• Social media or collaboration tools

Creating Hyperlinks in Gmail To make your links look professional in Gmail:

1. Type the text you want to be clickable (e.g., "View Your Proposal")
2. Highlight the text
3. Click the Link button in Gmail's toolbar (or press Ctrl+K / Cmd+K)
4. Paste your Proposify document link in the URL field
5. Click OK

Recipients will see "View Your Proposal" instead of a long URL.

Link Sharing Benefits

Integration Flexibility Copying the link allows you to:

• Add the document to your existing email templates
• Include it in CRM follow-up sequences
• Share through your preferred communication channels
• Maintain your established client communication workflows

Full Control Unlike built-in email sharing, copying the link lets you:

• Write your own subject lines and messaging
• Send from your preferred email address
• Include additional attachments or context
• Schedule sending for optimal timing

Professional Presentation When you paste links into your own emails:

• Messages come from your actual email address
• You can customize the entire email experience
• Recipients see your familiar email signature and branding
• The communication feels more personal and direct

Document Access and Security

Who Can View By default, anyone with the link can view your document. The link provides secure access without requiring recipients to create accounts or log in.

Viewer Tracking When recipients access your document through the copied link:

• They'll be prompted to identify themselves with their email address
• You'll receive notifications when the document is viewed
• Analytics track engagement and viewing patterns
• Individual viewer metrics are recorded for follow-up

Status Management The automatic status change to "Sent" helps you:

• Track which documents are active with clients
• Maintain accurate pipeline reporting
• Avoid confusion about document delivery status
• Keep your document list organized

Alternative Sharing Methods

If link copying doesn't fit your workflow, Proposify offers other sharing options:

Email Sharing: Use Proposify's built-in email system to send documents directly. See our guide on Sending Documents by Email for details.

Custom Email Setup: Configure Proposify to send emails from your own domain. Learn more in Sending Emails from Your Own Address.

Privacy Controls: Adjust viewer identification requirements with our Turning Off Identify to View settings.

Getting Started

Ready to share your first document? Click the Share button, copy your link, and paste it wherever you communicate with your clients. The automatic status update means you can focus on crafting the perfect message while Proposify handles the tracking details.

Need Help? Contact support through in-app chat if you have questions about link sharing or document access settings.