Go to Settings → Commitment intake forms, turn on the Private link toggle, then use Copy under Shareable link and send that link to whoever needs to request a commitment.
There is one link per company, so you set it up once and reuse it.
Applies to: Admins and Managers
Steps
Open Settings from the left sidebar.
Under WORKFLOWS, select Commitment intake forms.
Find the Private link section and turn the toggle on. On a new account it sits at Off. Turning it on is what mints the link.
Under Shareable link, select Copy. A new account shows No link yet here until the link is enabled.
Paste the link into an email, a message, or wherever your team already talks, and send it to the people who need to request commitments.
Treat the link as sensitive. As the page says, anyone with this link can open the form and submit a request. Send it to named people rather than posting it somewhere public, and turn the Private link toggle off if you want to stop accepting requests.
To replace the link, use Regenerate under Regenerate link, then click Confirm. A red warning appears first, telling you "Anyone using the current link will lose access and need the new one". Confirming creates a new link and immediately disables the current one, so everyone still holding the old link loses access the moment you confirm. Regenerate when someone leaves, when the link has been forwarded further than you intended, or when you are not sure who has it. Then copy the new link and send it out again.
What happens next
Anyone with the link can open the form without signing in. They pick the project, choose what you are sending the vendor, select the vendor, and add any details they have. Each submission lands in your commitments as a draft for the contracts team to finish and send. Nothing goes to the vendor until your team sends it.
If this doesn't work
Shareable link still shows No link yet → the Private link toggle is still Off. Turn it on, then use Copy again.
Someone says the link no longer opens → the link was regenerated, which immediately disables the previous one. Copy the current link and resend it.
You don't see Commitment intake forms in Settings → your permission group may not include settings access. Ask an Admin to check Permission groups in Settings.
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