Sharing & Collaboration
Share an estimate
Two share links per estimate: one for adjusters and collaborators (view and comment), one for the customer (read-only, with your branding). Both revocable.
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An estimate doesn't have to leave Wave as a PDF to be seen. Share estimate (from the estimate workspace or the row's menu on the estimates list) gives you a link — and the first choice is who it's for.
Two audiences, two links
- Adjusters & collaborators — a working view. People with this link can read the estimate and comment on individual line items, so scope questions happen on the line they're about instead of in an email thread.
- Customer — a clean, read-only page with your company branding and accent color. Optionally include the drying log. The customer can download a PDF from the page themselves.
Each audience gets its own link, so revoking one never touches the other.
What a share never includes
- Files marked internal on the Files tab
- Your team's internal notes
- Guideline findings
The working conversations stay yours; the share shows the work.
Managing links
Links stay visible in the Share dialog, and you can copy or revoke them anytime. Revoking generates a fresh link the next time you share to that audience — the old one stops working immediately.
Related
- Comment on line items: what the collaborator link unlocks
- Internal notes: what never crosses a share
- Export reports: when a PDF is the right vehicle