Client link editor

The link editor shows settings on the left and, on the right, the same page your client will see. Every change shows up in the preview right away, so you no longer set up a link blindly. This is also where you set the preset, color and logo, section order, access and payment details.

How to open it

Open a published estimate and click Configure client link. The Client link editor opens with the estimate name and version number. Back to the estimate takes you back.

On a narrow screen, settings and preview switch with the Settings and Preview tabs.

Preview

Above the preview you can choose:

the device: Desktop or Phone
Preview language: see the page in English, Russian or Georgian
Preview theme: Client's theme, Light or Dark

Hover a section in the settings and it is highlighted in the preview. Open as client opens the real page in a new tab.

Before sending

At the top is the Before sending checklist with a counter, for example "3 of 4". It checks:

Item	Done	What to do
Timeline	Timeline calculated: Dead Point Oct 26	No start date: set it in the estimate
Payment details	Payment details: 2 accounts	No accounts: add payment details in studio settings
Approver	Approver: Anna Smith	Add an approver
Item names	Item names reviewed	Review item names, the Reviewed button

The checklist does not block sending, it shows what is missing.

Preset

A preset turns sections on and off in one click:

Preset	What the client sees
Detailed	All sections, scope of work with quantity and price
Overview	Total, timeline and scope of work without the breakdown
Summary	Price, timeline, payment. No scope of work and no terms

"Summary" fits when the client needs a short answer: how much, when and where to pay. The same preset works in the PDF.

Brand

The logo and color come from studio settings by default. You can change them for one link:

Logo: Replace and Reset buttons. A link logo can be uploaded after the link is created
Accent color: used for buttons, the Dead Point poster and marks. Pick a color from the palette or enter your own HEX like #ff4f1f

The editor checks contrast right away. button text is readable means all is well. tone adjusted so the text stays readable means the page uses a slightly different shade, so text on buttons and the poster stays readable (contrast of at least 4.5:1).

Sections

The Sections group lists the five page sections:

Timeline and Dead Point
Scope of work
Texts and terms
Approval
How to pay

Drag a section by its handle to change the order. From the keyboard, the move up and move down buttons do the same
Turn the toggle off to hide a section from the client
Click Edit next to a section to change its content: items, terms texts, the approver

Under each section name there is a short summary: "Start Oct 19, 6 working days", "The code goes to anna@example.com", "2 payment accounts" or Hidden.

The section order applies to the client page and the PDF. Hidden Texts and terms are also removed from the PDF and the Excel file.

Display

The Display group holds the earlier page settings: project name, logo, the SP explanation, which scenarios to show and which to recommend, how to show the risk reserve.

Access and sending

The Access and sending group has:

Access: an open link or password protection (see Share by link)
Recipient, payment, offer validity: who the estimate is for, the recipient's tax ID and address, payment details, Offer valid until and the next-step button
History: link and approval events

Saving

An open link saves itself almost immediately after an edit. The status next to the buttons reads Saving, Saved or Not saved. The client sees changes right away at the same address
A new link is created with Create link
A password-protected link is updated with Update link together with a new password, as the hint says: Set a new password to update the link. Its content is sealed at creation, so it cannot be rebuilt without a new password