You told us that copying a link and figuring out where to paste it isn't how sending a proposal or invoice should work. Starting today on web, it isn't. You can now email proposals and invoices to homeowners directly from CompanyCam, no extra apps, no guessing where the link needs to go.
You can now send a proposal or invoice to a homeowner by email without ever leaving CompanyCam. Open the document, hit send, and it goes straight to their inbox. This is live on the web today, with mobile coming soon.
This is available to every user role, so no permission change needed to start using it. If you still prefer sending a link yourself, that option is sticking around too. It's here because you asked for it: homeowners were getting confused by bare links, and your team was stuck jumping out to email just to get a document over. Now the whole thing happens in one place.
A few things are coming soon to round this out, so keep your eyes on this space to see what's next!
Got feedback on how this is working for you? Find us in the CompanyCam Community and share your feedback!