Give clients a branded portal to view proposals, invoices, and project updates.
Each client gets a unique portal link. In the portal, they can view proposals, sign documents, see invoices, and check project status — all with your company branding.
Portal links are included automatically when you send proposals and invoices. You can also copy the link from the project details page.
Portal links use unique tokens — no login required for clients. Each link only shows data for that specific project.
Managing Contacts
Add clients, vendors, and employees to your contact database.
Creating Estimates
Build detailed estimates with sections, margins, AI-written descriptions, and line items — then send or turn them into a proposal.
Proposals & E-Signatures
Build proposals with the drag-and-drop builder and collect electronic signatures.