This help article will help walk you through sharing different documents like proposals, invoices, and orders with your clients and vendors.
There are 3 different ways you can share documents with your client.
Client Portal (Recommended)
When you select this option, this will provide a static copy of the invoice or proposal in the portal for the user to view and/or approve. This provides maximum transparency for a client-facing perspective.
Check off the box below the document you wish to share will be visible to your client via the portal.
As long as you have invited your client to the portal and they register their user credentials then they will be able to access this feature. This makes it a breeze for your clients to approve, reject, and pay directly through the portal. Click here to learn more about the Client Portal.
The Share Proposal page will essentially be the email template setup. Select the "From" from the drop-down list of Employee Profiles you have created. The client's email should automatically populate in the "to" field. Feel free to edit or amend the subject line and/or the Message fields.
"Copy Me" is also an option you can use to CC yourself on this communication if you aren't already in the From field. TO learn more on when to use this, check out our article on Copy Me and Sent Document Defaults. 
Click "Send" and the Studio Designer will send off the notification and link to view the document
Note: Only documents viewable in the Client Portal are Invoices and Proposals.
Interactive Documents
When you select this option, this will provide a static copy of the invoice or proposal as an interactive proposal for the user to view and/or approve. This provides maximum transparency for a client-facing perspective.
Check off the box below the document you wish to share will be visible to your client.
Like the Client Portal option, the Share Proposal page will essentially be the email template setup. Select the sender from the "From the drop-down list of Employee Profiles you have created. The client's email should automatically populate in the "to" field. Feel free to edit or amend the subject line and/or the Message fields.
Click "Send" and the Studio Designer will send off the notification and link to view the document
Email a PDF
The other way you can do this is email documents directly from Studio Designer. You can either generate a PDF and attach it to the email or you can allow the PDF to be visible in the email itself.
Step 1. Start by opening you the document 
Step 2. Click on the Email " " button in the bottom right corner.
Step 3. Make any final edits on the General Settings page and then click Next if you want to have the documents visible in the body of the email or Save as PDF if you want to send outside of Studio Designer as an attachment. 
Step 4. Once you have set up the email recipients and selected the email address it will come from, you can click the "Send Email" button. 
Want to know more about sharing documents with other individuals? Click here to learn about Emailing Contacts.