CLIENT PORTAL

What you sent is what they see. Permanently.

Send a document once and it gets its own private link. The client can open it, approve it, sign it and pay it — and the version they hold is preserved exactly as issued.

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WHAT THE CLIENT CAN DO

One link, and everything they need is on it.

Open the document on a phone without an account, a login or an app

Approve or decline an estimate or proposal, with the decision recorded against that exact version

Initial the sections you require before acceptance is allowed, and sign with a drawn signature

Pay a deposit or the balance from the same page — card, Apple Pay or Google Pay

Print or download a clean PDF that matches the page, because both are produced by the same renderer

Come back later and see the payment recorded, without you having to send anything again

01

An issued document stops moving

The moment it reaches a client, its content and layout are captured. Editing your working copy afterwards does not rewrite what they are looking at.

02

Consent belongs to a version

An approval is recorded against the revision that was approved. Re-issue changed terms and the new version needs its own approval — an old signature never carries forward.

03

Money stays live

Content is frozen; payment state is not. A client who pays sees Paid on the same link, without a new document.

01

Delivery you can check

Email and text delivery are recorded per attempt with the outcome, so an unanswered document is distinguishable from one that never went out.

02

A real audit trail

Sent, opened, approved, declined, signed, paid — each with a timestamp, and each attributed to the client or to you.

03

Nothing to install

No portal account, no password reset, no app. The link is the portal.

COMMON QUESTIONS

Does my client need an account?

No. Each document gets its own private link. There is nothing to sign up for, no password, and no app to install.

If I edit an invoice after sending it, what does the client see?

The version you sent. Content is frozen at the moment a document reaches a client, so your working copy and their copy cannot silently diverge. To change what they see, you re-issue — and that creates a new version they can be asked to approve.

Is an online approval or signature actually recorded?

Yes — against the specific revision that was approved, with a timestamp. Re-issuing changed terms requires new consent rather than carrying the old signature forward.

01

Issued documents are frozen

When a document goes to a client it is frozen as an issued revision. Editing the working copy afterwards does not change what they were sent — the version in their hands stays exactly as issued.

02

1,822 issued revisions in production

This is not a planned feature. Production currently holds 1,822 issued document revisions and 11 recorded client consents across real accounts.

03

Every send is recorded

Delivery attempts are logged per document and per channel, with the outcome — so "they said they never got it" has an answer.

04

Consent is tied to a specific revision

When a client approves, the approval attaches to the exact revision they saw. If the document is later re-issued, the earlier approval stays attached to the earlier version rather than silently carrying forward.

From $29.99/mo — all features included.

$29.99/mo

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