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Links for contracts and invoices

Am I able to copy a shareable proposal, contract or invoice link?

Written by Kelly Beeby

We understand there are use cases where you would like to copy/paste document links and send via email, text, etc.

Invoice links

To access a shareable invoice link:

  1. Generate an invoice

  2. Important: De-select the "Send email notifications to customers" option if you don't want the invoice sent via RPC. When this option is de-selected, no emails from RPC will be sent, including reminder emails
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  3. Click "Send". You will see a modal noting that this invoice won't be sent. Click "OK"

  4. Now that the invoice is published, you're able to click "Copy shareable link" at the top of the invoice in the "Invoice View" tab

  5. Paste the link into an email or text

  6. The shareable link is a live and payable invoice link. Any edits you make to the invoice will be reflected on the client's link. Anyone with the link is able to make a payment.

Contract Links

Contract links are found at the top of the "Contract View" tab.

Follow the same steps above to copy a shareable contract link.

Note: when sending a shareable contract link, anyone with the link sees a preview of the contract. When a recipient clicks "View + Sign", they are able to generate an access code to the email address(es) listed as signers. After entering the code, the designated signer(s) is able to sign. Only the users listed as signers on the contract are able to sign.

Proposal Links

Follow the same steps above to copy a shareable proposal link. Note, anyone with a proposal link is able to accept a proposal

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