Client portal
Everything in one place for your customer
Your customer opens a professional quote page with your logo and branding. New versions, questions, approval: all in the same place. No more scattered emails and attachments.
No more scattered communication
Your customer gets an email, asks a question by text, and you send a new version as a PDF. A week later nobody remembers which version is the latest. With the client portal, everything lives together: the quote, the questions, the approval.
1
place for everything
Always
the current version
1
click to approve
0
scattered email threads
How it works
From sending to clarity
Step 1
Send a link
Copy the link or send it by email. Your customer doesn't need to install or download anything.
Customer link
Step 2
Customer views the quote
A professional layout with your logo, line items, itemized totals, terms, and your cover letter.
Crystal Clear Cleaning
To: Sarah Mitchell
Step 3
Customer asks questions
Comments and questions live right on the quote. No separate email threads. You reply in the same place.
Sarah Mitchell
Is tax already included in this?
Sparkle Window Co.
Prices are before tax. I'll send over the updated version.
Step 4
Approval in one click
Your customer approves or declines. You see the status instantly in your dashboard. No more guessing.
Crystal Clear Cleaning
#2024-019
Total
$272
Capabilities
What your customer sees and can do
See when your customer reads it
You see exactly when your customer opens the quote. Good timing for a follow-up call.
Send updates directly
Message your customer right on the portal, next to the quote. No separate email thread, everything stays in one place.
Customer approves digitally
Your customer approves with name and phone number as proof of acceptance. You get notified the moment it happens.
Works on any device
The quote works on phone, tablet, and desktop. Your customer doesn't need to install or download anything.
Terms are right there
Validity period and terms are visible to your customer on the quote page itself. No separate attachments to lose.
Match your brand
Adjust colors, fonts, and style so the quote looks like your business. Your customer sees a professional page with your logo.
Write quotes 10x faster
- Describe the job, AI writes the quote
- Professional layout in seconds
- Free to try, no credit card