Client Sharing

Share quotes and project timelines with clients in various formats. Access the Share feature from any task detail dialog.

Sharing Formats

Generate a secure, read-only link for clients to view online. Interactive and live.

Download quote and timeline as a professional PDF for email attachments.

Copy quote or timeline as an image to clipboard for quick sharing.

Click on any task to open its detail dialog.

Find and click the 'Share' button in the task detail dialog.

Select display options: choose which sections to include in the shared view.

Choose your preferred format: Link (live), PDF (download), or Image (copy).

Professional quote presentation

Visual timeline included

No login required for clients

Mobile-friendly display