Sharing & Clients
Sharing a proposal with a client
Send it as a tracked link, or as a direct email.
Sending it
- Open the finished proposal and click Share.
- Choose a sharing method: a secure, trackable shareable link you can send through any channel, or a direct email sent from your configured sender address — or Quiip's default address, if you haven't set one up.
- Add recipients by creating a client profile with their company name, contact name, email address, phone number and address.
- Click Send. The status changes to Sent, and you'll get a notification the moment the client opens it.
Sending from your own domain
Direct emails go out from Quiip's default address until you connect your own — see Email sending and SMTP setup.
Why it matters
Every share is tracked, so “did they even see it?” is never a guessing game again.
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