Revolutionize Your Client Interactions with Enhanced Proposal/Estimate Link Sharing

We constantly explore ways of making your customer outreach and subsequent follow-ups easier, faster, and more impactful. And in tune with this commitment, we're thrilled to introduce a new feature that allows businesses to share document links instead of sharing documents only via email. Say hello to the enhanced proposal/estimate link sharing, tailored to revolutionize your client interactions.

Deciphering the New Feature

This breakthrough feature enables businesses to generate a link for diverse documents, making them shareable across the channel of choice. This could be across different social media platforms, messaging apps, or any preferred medium, offering vast marketing avenues to explore.

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Sending out mass communication has never been easier! When a document must be shared among multiple recipients, our system will generate an individual link for each one. This not only makes the process of sharing seamless but also enhances tracking, ensuring each recipient receives a personalized link.

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Keeping Tabs on Your Documents

Once the links for the document are created, it is marked as sent and becomes available in the 'Waiting for Others' tab in the list view. This way, you can easily keep track of the documents you're currently awaiting responses to, all at a glance.

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A Glimpse of Flexibility

At Leads-365, we understand that flexibility is key to effective marketing. That's why users can still choose to copy these links or share the documents directly via email at any point. This gives you the power to tailor your communication mode to each specific recipient or situation.

Curious about what this translates to? Imagine the possibilities, with your marketing toolkit now hosting this powerful new addition, promising to make your client interactions smooth and efficient.


In case you missed out on our recent updates, don't forget to check out our last product update – Introducing the Enhanced Client Portal Dashboard. It's all about optimizing your workflow to boost productivity!

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.