{"id":20433,"date":"2025-07-25T10:02:38","date_gmt":"2025-07-25T17:02:38","guid":{"rendered":"https:\/\/www.fictiv.com\/?post_type=cpt_help&#038;p=20433"},"modified":"2025-07-29T10:35:41","modified_gmt":"2025-07-29T17:35:41","slug":"sharing-quotes-outside-of-your-team","status":"publish","type":"cpt_help","link":"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team","title":{"rendered":"Sharing quotes outside of your team"},"content":{"rendered":"\n<p>If a quote inside a team needs to be shared with someone outside of the team, this article will show the ways of doing that. Main topics include learning about <a href=\"https:\/\/help.fictiv.com\/en\/articles\/6497162-sharing-quotes-outside-of-your-team#h_3129aec238\">sharing a quote with a collaborator<\/a>, <a href=\"https:\/\/help.fictiv.com\/en\/articles\/6497162-sharing-quotes-outside-of-your-team#h_e1b18800fe\">removing a collaborator from a quote<\/a>, and <a href=\"https:\/\/help.fictiv.com\/en\/articles\/6497162-sharing-quotes-outside-of-your-team#h_b816e2f976\">what quote collaborators can do<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"collaborators-quote\"><strong>Adding collaborators to a quote<\/strong><\/h2>\n\n\n\n<p>To add a collaborator to a quote, click on the quote from the team then click &#8220;Share&#8221; on the upper right-hand side <em>[Fig. 1]<\/em>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"793\" data-src=\"https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-1.png\" alt=\"\" class=\"wp-image-20434 lazyload\" data-srcset=\"https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-1.png 1600w, https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-1-768x381.png 768w, https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-1-1536x761.png 1536w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\"><em>Fig. 1<\/em><\/figcaption><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>Clicking &#8220;Share&#8221; will open a dialog box, in which you have two options to share the quote:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Add the other user&#8217;s email address and click &#8220;Send invitation&#8221;\n<ul class=\"wp-block-list\">\n<li>If the recipient is an existing user on Fictiv, they get added to the quote immediately. If the user is part of your organization and they are not already, they will also be added to the organization\u2019s Fictiv Teams account.<\/li>\n\n\n\n<li>If the recipient is <strong><em>not<\/em><\/strong> an existing user on Fictiv, an invitation email is sent to them with a link to sign-up in order to view the quote and be added to the organization\u2019s Teams account. Upon sign-up, they can see the quote that was shared with them.<\/li>\n\n\n\n<li>A message appears to confirm if the collaborator was added successfully.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Copy the invitation link from the bottom of the screen and share the URL directly <em>[Fig. 2]<\/em> <a href=\"https:\/\/fictiv.intercom-attachments-7.com\/i\/o\/1054420705\/b57c1bde6c6a88cbf4b0a098\/t1t3Fqltc1957oVftWtj87RGUxGh0mqxh7Hb2G57Lmq0LNndlM2bzBNa5sdV0ZKarZXmMIZIrJvFmCqbqS657YQBAVwtXJwEfl2_K50aAXQIMhA6zawm9dVFTUamiI-T60GguYtbPJoEUNn0z43ydys?expires=1753464600&amp;signature=1543687f1a54515dcf41cf5ec73207e4b76f233ddcaa2f4f9f987a70f2c183c0&amp;req=dSAiEs18nYZfXPMW1HO4zVsNy70Y6J1Mc990ra8FnnwyifBIHR5LmL3eE3Zw%0Aqv%2Fn%0A\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a><em>Fig. 2<\/em><br><img loading=\"lazy\" decoding=\"async\" width=\"690\" height=\"599\" class=\"wp-image-20436 lazyload\" style=\"width: 690px;\" data-src=\"https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-2.png\" alt=\"\" data-srcset=\"https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-2.png 1292w, https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-2-768x667.png 768w\" sizes=\"auto, (max-width: 690px) 100vw, 690px\" \/><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"removing-collaborators\"><strong>Removing collaborators from a quote<\/strong><\/h2>\n\n\n\n<p>To remove a collaborator from a quote, navigate to the quote, then click on &#8220;Share&#8221; <em>[Fig. 1]<\/em>. This opens the dialog box which shows a list of emails that have access to the quote. On that list, locate the collaborator that needs to be removed and click &#8220;Remove&#8221; on the right of their name <em>[Fig. 3]<\/em>. A message appears to confirm if the collaborator was removed successfully.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1292\" height=\"1242\" data-src=\"https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-3.png\" alt=\"\" class=\"wp-image-20437 lazyload\" data-srcset=\"https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-3.png 1292w, https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-3-768x738.png 768w\" sizes=\"auto, (max-width: 1292px) 100vw, 1292px\" \/><figcaption class=\"wp-element-caption\"><em>Fig. 3<\/em><\/figcaption><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-collaborators-do\"><strong>What can quote collaborators do?<\/strong><\/h2>\n\n\n\n<p>Adding a non-team member collaborator to a quote grants them the access to view, edit, share, download, and purchase that quote, but they can not see any other quotes in the team. Collaborators can also view the order details if they purchased the quote. As with quotes, they can not see any other orders in the team.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to share a quote with someone outside your team, manage collaborators, and understand their permissions.<\/p>\n","protected":false},"author":135,"featured_media":0,"parent":0,"menu_order":0,"template":"","categories":[295],"coauthors":[148],"class_list":["post-20433","cpt_help","type-cpt_help","status-publish","hentry","category-fictiv-teams"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v24.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sharing quotes outside of your team - Fictiv<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sharing quotes outside of your team\" \/>\n<meta property=\"og:description\" content=\"Learn how to share a quote with someone outside your team, manage collaborators, and understand their permissions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team\" \/>\n<meta property=\"og:site_name\" content=\"Fictiv\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-29T17:35:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n\t<meta name=\"twitter:label2\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data2\" content=\"Team Fictiv\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team\",\"url\":\"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team\",\"name\":\"Sharing quotes outside of your team - Fictiv\",\"isPartOf\":{\"@id\":\"https:\/\/www.fictiv.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-1.png\",\"datePublished\":\"2025-07-25T17:02:38+00:00\",\"dateModified\":\"2025-07-29T17:35:41+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team#primaryimage\",\"url\":\"https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-1.png\",\"contentUrl\":\"https:\/\/www.fictiv.com\/wp-content\/uploads\/2025\/07\/share-outside-1.png\",\"width\":1600,\"height\":793},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.fictiv.com\/help\/fictiv-teams\/sharing-quotes-outside-of-your-team#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.fictiv.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Sharing quotes outside of your team\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.fictiv.com\/#website\",\"url\":\"https:\/\/www.fictiv.com\/\",\"name\":\"Fictiv\",\"description\":\"On-Demand Manufacturing, CNC Machining &amp; 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