The best handoff is the one your customer can open, understand and forward. Use a live portfolio link for a collection of completed jobs, a short message to explain why each example matters, and a PDF when someone needs a fixed document. Here is how to choose without overwhelming the recipient.
Best for: a prospect comparing several jobs, a referral or a repeat customer. Organize selected work into a published visual portfolio and share its address. The recipient can revisit the current published view; review it whenever you make changes.
Best for: formal enquiries and introductions. Explain the customer's request in one sentence, highlight two relevant completed projects and include your portfolio link. Keep pricing, deadlines and contractual terms in the separate proposal.
Best for: an existing conversation in WhatsApp or another messaging app. Write why the work is relevant rather than sending an unexplained gallery. Check that the link opens on a phone before sending.
Best for: a fixed record for a review or offline reference. Portfolio Store's PDF export is a paid PRO/BUSINESS feature, not part of Free. A PDF will not update after you send it, so date and review the document before sharing.
For a new renovation enquiry: send a short note and a portfolio URL showing completed jobs of similar scale. For a beauty consultation: link to relevant styles, with consent for any identifiable client photos. For an agency review: ask whether the reviewer prefers a fixed PDF or a live link. For a word-of-mouth referral: provide one easy-to-forward portfolio address and a concise description of your service.
“Here are a few completed fitted-cabinet projects, including a narrow-space installation similar to yours. You can view the work here [portfolio link]. If the style is relevant, I can discuss measurements and prepare a separate estimate.” This is an illustrative message, not a customer testimonial or an automated Portfolio Store feature.
Do not send client addresses, faces, documents or private project details without permission. A publicly shared portfolio link is not a private file room or a signed approval workflow.
Portfolio Store provides a project-based public portfolio. The current Free plan allows one project and five images; paid plans expand capacity and offer PDF export. See current plans before choosing a workflow. Do not assume that individual project-only share links, private access controls or automatic customer notifications are available.
A few attached photos can answer one immediate question. For multiple completed jobs, a curated portfolio link usually gives the recipient clearer context and a place to revisit your work.
Use the channel the customer already prefers. Messaging is convenient for quick follow-ups; email is often easier for a formal introduction or a documented proposal. Either can carry the same portfolio URL.
Choose a PDF when the recipient explicitly needs a fixed document or offline copy. A live portfolio link is more suitable when you expect to refresh your work over time.
Check the actual published interface before promising a project-specific URL. A safe default is to share the public portfolio link and tell the recipient which project to look for.
A live portfolio can show later published changes. A previously sent PDF remains the same file, so send a new export if the document needs updating.
No. Project photos show evidence of past work. Prices, timing, deliverables and terms belong in a separate estimate or agreement.
Start with a small, relevant collection of completed projects, then share the published portfolio address with context.
