Anchor makes it easy for you to share proposals through various channels beyond email.
With the "Share by Link", no email will be sent through Anchor. Instead, you can generate a unique proposal link and share it through your preferred platform, such as WhatsApp, Messenger, or even your personal email with additional content.
Please note the following:
The proposal's status will change to "Sent".
Your client will receive reminders as needed, according to your notification settings.
Each link is unique to its recipient, so ensure it is shared with the correct person.
Steps to approve on behalf of the client
Start by creating a draft proposal.
Once the draft is ready, navigate to the bottom-right corner of the screen and click the "up arrow" next to the Send button.
From the dropdown menu, select "Share by link"