How to Add Dynamic Document Links to Emails (Invoice, Quote, Sales Order)

Overview

Turbo now supports embedding dynamic, clickable links in your invoice, quote, and sales order emails. This allows your customers to easily open and review documents directly from their inbox — whether to view an invoice or approve a quote — without needing to download attachments or ask for resend links.

This feature is ideal for:

• Emailing quotes for customer approval

• Sharing invoice links for quick access

• Streamlining sales order confirmation

? Where to Configure This

Navigate to:
Settings & Tools → Email Customization

You'll see different templates available to edit:

• Invoice Email Template

• Quote Email Template

• Sales Order Email Template

Each of these can be customised independently to include a document link.

?️ Step-by-Step: Add a Quote Approval Link

Let’s walk through adding an "Approve Quote" link:

1. Open the Quote Email Template
   Go to Settings & Tools → Email Customization and select Quote.

2. Add Link Text
   Example:
   "You can now approve or reject your quote by clicking here."

3. Make 'here' a Clickable Link
   Highlight the word here, then click the Insert/Edit Link icon in the toolbar.

4. Paste the Placeholder
   In the URL field, paste:
   %InvoiceURL%

5. Ignore the HTTP Prefix Warning
   When prompted, click "No" to the HTTP prefix – Turbo will handle the full URL automatically at send time.

6. Save Changes

✅ What Your Customer Sees

When the email is sent:

• Turbo replaces %InvoiceURL% (or the relevant placeholder) with the correct secure link for that document.

• Clicking the link opens the document in read-only mode with options to approve, reject, or print.

? Manual vs Automated

This works for:

• Manually sent emails

• Automatically sent documents (e.g. emailed after saving)

• Resending older documents — the link will still point to the correct version.

? Summary

This enhancement helps streamline document approvals and invoice sharing, making life easier for both you and your clients. With just one click, your customer is where they need to be.

No more:
❌ Downloading attachments
❌ Emailing back-and-forth
❌ Chasing approvals manually

If you need assistance setting up your links or styling your emails, reach out to [support] or check out our additional templates and examples.

Author: David Joyce
Last updated: October 2025