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Exporting from a shared work order link (For vendors and third parties)

If you assign a work order to a vendor or a third party, they can export from the work order link they receive in the email too — including a quote or an invoice to bill you with. They do not need a Whip Around account; holding the link is enough.

  • The company block uses the assignee's details — the name, phone and email on your vendor record, or the third-party contact's name and email where there is no vendor.

  • There is no company address and no logo on a document exported this way.

  • Terms, validity and payment instructions come from your account's settings.

  • Whoever holds the link types the document number.

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