To generate a shareable public URL for a quotation, follow these steps:
- Navigate to Quotations Section
- In the left sidebar, click on Quotations.
- Select the Quotation to Edit
- Find the quotation you want to generate a public link for.
- Click on the three dots (⋮) on the right of the quotation.
- Select Edit Quotation from the dropdown menu.
- Generate Public URL
- Once on the Edit Quotation page, click the dropdown arrow next to the Save Quotation button on the top right.
- Select Generate Public URL from the dropdown options.
- Publish the Quotation to Web
- A modal will appear with the option to Publish to Web.
- Click the Publish button to create a public link.
- Copy or Share the Link
- Once published, a URL will be generated.
- You can copy the link by clicking the Copy button and share it as needed.
- Unpublish the Quotation (Optional)
- If you wish to make the quotation private again, click the Unpublish button in the modal.
This process allows you to easily share a quotation with your clients or collaborators by providing them with a direct public link.