When a family completes an estimate using your estimator, they can save and share it. This creates a permanent link they can come back to, send to other family members, or use when they contact you.
How it works
After building their estimate, families see a Share button on the estimate summary screen. Clicking it copies a link to their clipboard — something like funeralestimatorpro.com/q/abc123. They can paste that link into a text message, email, or anywhere else they need it.
The link opens a branded page showing:
- Your business name and logo
- The family’s name (if they provided it via the contact form)
- A full breakdown of their selections — every category, option, and price
- The subtotal, tax, and total
- A Share button so they can pass the link on to others
What the share page looks like
The share page is designed to feel like a document, not a web app. It’s clean, branded with your colours, and easy to read on both phones and desktop. It’s a page families feel comfortable forwarding to a partner, sibling, or other decision-maker.
Privacy
Share pages don’t expose any personal contact information. If a family left their name via the contact form, it’s shown as a personalised greeting — but their email, phone number, and any notes they wrote are only visible in your admin dashboard, never on the shared page.
The link itself uses a random identifier, so it can’t be guessed.
Estimates are a snapshot
The shared estimate reflects the prices at the time the family completed it. If you change your pricing after an estimate was created, the share page still shows the original figures. This is intentional — it gives families confidence that the numbers they saw are the numbers they’ll discuss with you.
If a family contacts you with a shared estimate link, you can look up the same estimate in your Enquiries or Estimations page to see the full details alongside their contact information.
