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Share a quote over WhatsApp

Send a client-ready link to a proposal directly via WhatsApp.

Quest Team3 min readUpdated 2 Aug 2026

Share a client link via WhatsApp from Send to Client when share links are enabled for your workspace/plan.

1
Open Send to Client
Send to Client
Delivery options.
What the numbers mean
1. 1
  Send to Client
  Open share and send tools here.
2. 2
  Share controls
  Copy link or open WhatsApp share when shown.
Open the quote → Send to Client.
2
Share the link
Send
Share from send step.
What the numbers mean
1. 1
  Share / WhatsApp
  Creates or opens the client-ready link share.
Copy the client link or use the WhatsApp action if present.
Send to the client chat. The link opens the client view of the proposal.

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