Share Proposals Instantly With Client Portal Links
Every proposal gets a unique, private link. Your client opens it instantly in their browser — no login, no app download. You get a notification the moment they view it.
How Client Portals Work
Unique Secure Link
Each proposal has its own encrypted, unique URL that only your client receives.
No Login Required
Clients click the link and see the proposal immediately. Zero friction, zero barriers.
Real-Time View Tracking
Get notified the instant your client opens the proposal. See how many times they've viewed it.
Professional Presentation
Proposals display in a beautiful, branded web layout — not as a plain document attachment.
Status Tracking
Proposal status automatically updates: Draft → Sent → Viewed → Accepted.
Mobile Friendly
Client portals are fully responsive so clients can review proposals on any device.
Know Exactly When Clients Review Your Proposal
Follow up at the perfect moment. Get view notifications and close deals faster.
Get Started Free →