Share your proposal

Last updated October 21, 2026

Preview first, then choose Share with your client's name. Workbencher gives you a link and a short message you can edit.

Two ways to send

• Share. Opens your phone's share sheet so you can send the message and link by text, email or any app. Where there is no share sheet, the message and link are copied for you to paste.
• Copy link. Paste it into a message of your own.

Choose Edit message to change the words first. The same screen shows your Proposal Settings with Change, and Save PDF.

Workbencher does not email or text your client. It comes from you. The proposal shows as Sent once you share it, and Viewed when your client opens it.