Embedding Estimates, Invoices & Products

Written By Timothy Murenzi

Last updated 8 days ago

Comms understands Workroom links. Paste an Estimate, Invoice, or Product link into any message and it expands into a rich preview card the recipient can act on without leaving the chat.

Embedding an Estimate

  1. Open the Estimate you want to share

  2. Copy the URL from your browser address bar

  3. Paste it into a Comms message

  4. Send

The message expands into an embed card showing:

  • Estimate number + project + client

  • Total + currency

  • Status (Draft / Sent / Approved / Declined)

  • A View Estimate button

Clients can click straight through to the public Estimate viewer. Approvals + e-signature happen there.

Embedding an Invoice

Same flow as Estimates. The embed shows:

  • Invoice number + project + client

  • Total + amount paid + balance due

  • Status (Approved / Partially Paid / Paid)

  • A Pay Now button if Stripe Connect or WorkPay is connected

Clients can pay directly from the chat — no separate email needed.

Embedding a Product

Paste a product link to share a spec:

  • Product image + name + client-facing name

  • Vendor + category

  • Client cost (markup applied)

  • A View Product button

Useful for quick "what do you think of this lamp?" moments without having to take screenshots.

Sharing files

Drag any file into the message composer:

  • Images preview inline

  • PDFs preview the first page inline

  • Other file types show as icons with the filename

Files land in the channel's Files library under Channel Info → Files for easy retrieval later.

Good to know

  • Embeds stay live. If the Estimate's status changes or the Invoice gets paid, the embed updates the next time someone loads the channel — no stale snapshots.

  • Permission-checked. A client only sees the embed if they're allowed to see that Estimate / Invoice / Product. If they don't have access, they see a generic "You don't have access to this document" card.

  • Cross-project sharing. You can paste an Estimate from Project A into a channel for Project B — but the recipient still needs permission to view it.

  • No retroactive embedding. Plain-text URLs you sent before this feature shipped don't auto-expand. Send fresh.

Troubleshooting

"My client sees the embed but the View / Pay button doesn't work." The Estimate / Invoice may be in Draft status. Approve it first, then resend.

"The Product embed shows 'No image available'." The product record has no image attached. Open the Product and upload a main image.

"Pay Now isn't showing on my invoice embed." Either Stripe Connect / WorkPay isn't connected (Settings → Apps), or the invoice's currency doesn't match the connected payment account's currency.