Sharing proposals/projects with clients

Why share?

Sharing a proposal or project with your clients will denote your professionalism.
As a client, being able to

shows you're an organized and easy to work with company.

What will my clients be able to see?

Persons which aren't part of your company's staff, but received your invite link, have a restricted view on your proposals/projects:

Security is enforced in browser, but more importantly on the server too, which cannot be tampered with. This means information is not only visually hidden, but fully inaccessible.

Can I invite a client from an existing email thread?

Yes. Simply copy the invite link from the default message and paste it into a current email discussion.