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Using the Share Option on Quotes and Orders

Easily generate direct links to quotes or orders in Rentopian. Share them via text, messenger apps, or email for faster client actions.

Hrant Minasyan avatar
Written by Hrant Minasyan
Updated over a month ago

Using the Share Option on Quotes and Orders

The Share feature in Rentopian lets you generate direct links to quotes or orders, which you can send via text message, WhatsApp, Facebook Messenger, or any other communication channel outside of the built-in email system. This flexibility is especially useful if you want to share a printout link, request review link, or payment link quickly.

1. Access the Share Menu

  1. Open a Quote or Order: Navigate to the specific transaction you want to share.

  2. Click “Share”: Locate the Share button (usually near the “Email Quote” or “Request Review” option).

2. Select What to Share

From the dropdown, choose the type of link you’d like to send:

  • Transaction Details: A direct link to the quote/order summary.

  • Request Review: Includes contract signing and payment steps.

  • Payment Link (if available): Lets clients pay directly.

3. Customize & Copy the Link

  1. Choose Recipient: Select the email address (if needed) so Rentopian can track who the link was generated for.

  2. Payment Method & Web Forms: If applicable, allow clients to select a payment method and include any relevant forms or contracts.

  3. Copy Link: Click Copy to Clipboard and paste the URL into any channel (e.g., SMS, Messenger, WhatsApp).

4. Client Experience

When a client clicks the shared link, they’ll be taken directly to the document or workflow (e.g., request review process, payment screen). This is especially handy for mobile devices, allowing them to sign, pay, or review from their phone.

If you have any questions about using the Share feature in Rentopian, feel free to reach out to our support team.

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