Sharing a Public Invoice or Quote Link
How the no-login public view page works and what it does and doesn't do.
What the public link is
Every document gets a unique, hard-to-guess public URL (`/documents/view/[token]`) that shows a read-only, branded version of the quote or invoice — no login required, so you can send it straight to a client.
Why it works this way
Clients shouldn't need an account to view a quote you sent them. A public token-based link is the standard way to share a document without exposing your whole CRM, and it's simpler for a client than logging into a portal for a one-off quote.
When to use it
Any time you're sending a quote or invoice outside your team — paste the link into an email, WhatsApp message, or your own SMTP-sent email.
How to share it
- Open the document's detail page and copy the Public link shown under "Share."
- Send it however suits the client — the page includes a Download PDF button so they can save their own copy.
- The page scales its content live from the document record — if you update the document (before it's finalized), the shared link reflects the latest version.
What it doesn't do: this is a "scan/click to view" link, not a payment link. The embedded QR code on the PDF points at this same view page, not a payment gateway — collecting payment through the document itself isn't built yet. It does support e-signing, though — see Signing a Quote or Invoice.