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DIV 08 · OPENINGSSHT G-201↳ guides
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Send it out

One link for counts. A name gets pricing — and you get receipts.

STEP 06 / 07

02 · THE PREVIEW

In WhatsApp, the link introduces itself

Paste the link into a chat and a card unfurls before anyone taps: the project address, the count, the per-code breakdown.

Same card in Slack, iMessage, or an email — the link never lands naked.

214 Longfellow Ave
101doors
D1·18D2·44D3·27+2 more
takeoff.quoting.ai/s/x7Kq…
14:02 ✓✓

03 · PRICING BY NAME

Send to a name, get receipts

  1. Click the chevron next to the share icon.
  2. Type a name or email. Press Enter.
  3. Receipts come back on their own — "opened · viewed pricing".

Sent by name means pricing included; the bare link means counts. No permissions screen.

SSam opened · 2h — viewed pricing
HHenny opened · just now

Good to know

/s/x7Kq…
One takeoff, one link

Copy-link and every named send share the same link and receipt trail.

DRAFT
Marked as a working copy

The live link carries a DRAFT watermark — viewers know it's not the contract.

Make it Mine
Recipients can run with it

One click copies the takeoff into their own account.

You→Export as proposal
A priced proposal page

One click, and the link is ready to send.

uploading…→fills in
Send it right away

The plan finishes uploading in the background — the viewer's page fills in by itself when it lands.