TermSheet is currently available on iOS devices to provide access to critical deal data while on-the-go.
Share deals with selected contacts or generate a shareable link to send deal data to key stakeholders in just a few taps.
🔒Permissions
Mobile permissions are controlled by the Role designated on TermSheet web.
💡Things to Consider
The steps below describe how to share a deal with an existing TermSheet contact. To share a deal with someone who has not been added as a contact to TermSheet, generate a shareable link to send via text or email, outside of TermSheet. 
⚙️Steps
- Tap the share icon from within any deal.
- Tap the field to start entering a contact name.
- Expand the "Toggle Permissions" section to grant or restrict access to specific panels within the deal layout.
- Include a message to the recipient (optional)
- Select "Share with Selected Contacts" to send an email to the contact designated in step 2.
