Sharing an estimate with colleagues, clients or just about anyone else is fast and easy with Parakeeto.
Simply create a sharing link and send it to whoever you'd like to share the estimate with. They'll be able to see a view-only interactive version of the estimate without needing to create a Parakeeto account or log into anything.
Generating your Sharing Link
To generate your sharing link you must first name and save your estimate.
Start by clicking on the pencil in the top right corner of the estimate, entering a name, and clicking on the checkmark to confirm the name.
Then, click on the save button to save the estimate.
Then navigate to the top of the estimate and clock on "More Actions" and "Share"
A modal will appear with a sharing link, to turn it on click on the toggle in the bottom right-hand corner of the modal:
To share the link, click on "Copy Link" and send it to whoever you'd like to view the estimate
Anyone with access to this link will be able to view it, until sharing has been turned off in the modal.
Turning Sharing Off
To turn sharing off, navigate back to the sharing modal and click on the toggle in the bottom right hand corner to turn off sharing.
The link will now be disabled, and the estimate can only be viewed by being logged into the Parakeeto account where it was created.
You can turn sharing back on at any time, the link will remain the same.
To share the estimate with a new link, create a duplicate of the estimate and follow the same steps as before to share it using the new link.
Viewing a Shared Estimate
To view a shared estimate, simply click on the link provided in the sharing modal after sharing has been turned on, or paste it into your web browser.
As a viewer, you will be able to see and interact with all the information on the estimate, including the data points on all the graphs. However, you will NOT be able to make any changes to the estimate itself.
In order to make changes to the estimate, you will need to log into Parakeeto under the same account with which the estimate was created.
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