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Public Link Access (No Authentication Required)

Allow proposals to be shared via a public link so clients can view them without logging in.

Status: Completed2 comments

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Comments2

  • Avy Pruthi

    •

    Feb 10

    • Ability to edit the url @Marianne Amaudric or I presume if you change the title the url will update anyway.

    • Are custom domains/urls in the works- cname?

    • Marianne Amaudric

      Team•

      Feb 11

      Hi Avy, Regarding your questions about URLs and domains:

      1. Editing the URL Currently, the structure is: https://[WorkspaceName].formlio.com/[DocumentName]

      • Workspace Name: Once set, this cannot be changed (you would need to create a new workspace).

      • Document Name: We don't allow renaming the URL directly to prevent breaking links that may have already been sent to clients/contracts.

      • Workaround: If you need a new URL, the best way is to duplicate your proposal. This will allow you to set a new name for the document and generate a fresh URL.

      2. Custom Domains (CNAME) Regarding white-labeling (YourDomain.com instead of formlio.com), this is definitely on our roadmap for a later stage!

      I hope this answers your questions. Feel free to reach out via Slack if you need more clarity! 😉