Share a battlecard externally
External sharing lets you send a read-only battlecard to someone outside your Playwise HQ workspace — a partner, a prospect, or a colleague without a seat — through a secure link, without giving them an account.
What you’ll do
Section titled “What you’ll do”- Open the battlecard and click Share.
- Choose who can view the link.
- Set an optional expiry and passcode.
- Create the link and copy it.
- Revoke any link you no longer need.
It takes a couple of minutes, and nothing is shared until you create a link.
Before you start
Section titled “Before you start”- An admin must first turn on external sharing for your account — see Control external battlecard sharing.
- You need a role that’s allowed to share (editors and admins). If sharing is off or your role can’t share, the Share button simply won’t appear.
- The battlecard must have finished generating and must not be archived.
1. Open the share window
Section titled “1. Open the share window”On the battlecard, click Share in the top bar. The Share battlecard window opens.
2. Choose who can view the link
Section titled “2. Choose who can view the link”Under Who can view this link?, pick an access mode:
- Verified company access (recommended) — the guest must verify their email first, and a code is only sent to workspace members or to email addresses on a domain your admins have added under Settings → External Sharing. Anyone else won’t receive a code, so the battlecard stays with people you trust.
- Anyone with the link — only appears when public sharing is enabled for your plan. Anyone who has the link can open it until it expires or you revoke it. Don’t use this for confidential content. (Turning public links on is a separate admin step — see Enable public battlecard sharing.)
3. Set expiry and a passcode
Section titled “3. Set expiry and a passcode”Both are optional:
- Expiry — most plans use a fixed default (shown as “Expires in N days”). On Enterprise you can set Link expires after (days) to anything between 1 and 365.
- Passcode — available for Anyone with the link on Pro and Enterprise. Turn on Require a passcode and enter one of at least 8 characters; guests must type it to open the link. On the Free plan this shows an upgrade prompt instead.
4. Create and copy the link
Section titled “4. Create and copy the link”Click Create share link. The link appears once under Your share link — click Copy to put it on your clipboard.
For security the link is shown only this once and can’t be retrieved again, so copy it before you close the window. If you lose it, just create a new one.
5. See and revoke links
Section titled “5. See and revoke links”Existing links are listed under Existing links, each showing its access type, status, who created it, when it expires, and how many people have viewed it in the last 30 days.
To turn one off, click Revoke, then Revoke link in the confirmation. Anyone using that link loses access immediately, and this can’t be undone.
What the guest sees
Section titled “What the guest sees”- The battlecard opens in a read-only view, watermarked “Shared from Playwise HQ by {your company}” with a read-only badge and the expiry date.
- With Verified company access, they enter their email and a 6-digit code (plus the passcode, if you set one) before anything loads.
- They can read the overview, products, win/loss themes, objection handling, and approved field insights — but can’t edit anything or see internal-only detail. Seat-holders are invited to open it in Playwise HQ instead.
Good to know
Section titled “Good to know”- On the Free plan each battlecard can have one active link at a time — revoke it or upgrade for more.
- Revoking is instant and can’t be reversed for that link; create a fresh link if you need to re-share.