You clicked Share on a proposal and texted the link to your client — and they're telling you the link is dead, or there's nothing there. Five things tend to be wrong, in roughly the order we see them.
Quick mental model: Share on a proposal mints a public link of the form /p/{token} served from your branded portal host. The client doesn't need to log in — the token is the credential. The link dies the moment you unpublish the proposal or revoke the link individually; otherwise it stays live indefinitely.
I clicked Share but I'm not sure I ever sent the link.
Click Share again — the controller is idempotent, so it returns the same live token rather than minting another. Copy the URL with the Copy link button, or use Send to email it from your connected Gmail. Until the client has the URL in front of them, sharing didn't finish.
The proposal is in Draft — does it have a share link?
A draft has no live share link. Clicking Share on a draft flips it to Sent and mints the token in the same action. If the proposal is sitting in draft, click Share now.
I unpublished the proposal yesterday and shared again — the old link still 404s.
Expected. Unpublishing flips the status back to Draft and revokes every live share token in the same transaction — old URLs go dead permanently. The new Share click mints a different token. Make sure the client is using the URL you most recently sent, not the one in last week's email.
The link works for me but the client gets a connection or SSL error.
You're probably running a custom portal domain that hasn't gone Live yet. The Copy/Send buttons return URLs on your custom host as soon as it's configured, but if SSL is still being issued the client's browser refuses to connect. See My custom domain won't connect for the status check.
How do I know if they ever actually opened it?
Every view bumps a counter on the share link and stamps last viewed. On the proposal's detail page, the Share section shows Viewed N times, last opened X ago. Zero views = they haven't opened it.
Can I send the proposal as an email attachment instead of a link?
No — proposals are live HTML documents (cover photo, scrolling sections, embedded media) and don't round-trip cleanly to a static file. Send the link. If the client needs a copy to forward to a spouse, they can use Print / Save as PDF from inside the proposal.
When to open a support ticket
Open a ticket if the link opens for you in incognito but the client sees a 404 from a non-custom-domain URL, or if view counts are stuck at zero even after the client confirms they opened it twice. Include the proposal's public ID and the share URL.