Improve Link Preview for Quotes & Invoices (Client-Facing)

I’d like to request an improvement to how quote, invoice, and retainer invoice links display when shared via text (iMessage) or other messaging platforms.

Currently, when I use “Copy Link” and paste it into a message, the preview image that generates is confusing and not client-friendly. It appears to show a generic DesignFiles interface rather than something relevant to the specific quote or invoice. This has caused confusion for my clients, as the preview doesn’t clearly communicate what they’re about to open.

Suggested improvement:
It would be incredibly helpful if link previews displayed a cleaner, more relevant preview—such as:

• A simple branded image (e.g., “You’ve received a quote/invoice”)

• Or a summary view (project name, client name, or document type)

• Or even just a neutral, professional placeholder instead of the current UI screenshot

The goal is to make shared links feel more polished and immediately understandable for clients, especially when sent via text.

This would significantly improve the client experience.