What is the client portal?

When a customer opens the quote link, they see a clear view of the quote. At the top are your company details and logo, then the customer details, the quote title and any introduction, and then the list of line items with quantities, prices, and totals including tax.

The customer doesn't see any internal notes, version history, or other information meant only for you. They see exactly what you want to show them: a professional, readable quote.

At the bottom of the quote, the customer can approve it with a click of the approval button. After approval you get a notification and the status of the quote changes to "Approved". The customer can also leave a comment if they have questions or want something adjusted.