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Client Portal

A client portal your customers will actually use.

Give clients a simple place to review proposals, respond faster, pay invoices where enabled, and find shared project documents without long email chains.

Everything a client actually needs from you

Proposal Viewer

Clients review proposals in a clean, branded viewer with pricing breakdowns, scope details, and your company branding. Multiple proposal layouts are available when you send.

Accept With Feedback

Clients can approve in one click and leave notes, giving your team faster decisions and cleaner handoffs.

Decline With Reasons

If a client declines, they can leave a reason. You get the feedback directly, the proposal is logged as declined, and you have the context to follow up or revise.

Engagement Tracking

Proposal engagement signals show when clients are reviewing so your team can follow up at the right time.

Invoice Payment

Clients pay invoices through the portal where online payments are enabled, and payment status stays in sync.

Shared Documents

Choose which documents clients can view in the portal. Specs, permits, photos, and closeout files stay read-only for client access.

Project Dashboard

Clients see their active projects and recent activity in a dedicated dashboard. Transparency without giving them the whole back office.

Share Link Access

Share proposals with low-friction access so clients can review quickly without extra setup.

Authenticated Repeat Access

Repeat clients can use authenticated access for longer-term history and visibility.

How a client experiences the portal

A cleaner client journey from review to response and payment.

1
Receive

The client gets a link — no login required

Send proposal access with minimal friction so review starts quickly.

  • Share-link access path
  • Email-friendly delivery
  • Secure access workflow
  • Cross-device compatibility
  • Faster first review
2
Review

Proposal viewer with tracked engagement

Clients review branded proposal content while your team gets visibility into engagement signals for smarter follow-up.

  • Branded proposal presentation
  • Pricing and scope clarity
  • Engagement-signal visibility
  • Open activity awareness
  • Better follow-up timing
3
Decide

Accept or decline — one click

Make approval and decline simple so decision cycles are shorter and feedback loops are clearer.

  • Low-friction accept/decline path
  • Optional decline feedback
  • Sales status continuity on acceptance
  • Fast team notification context
  • Smoother handoff into execution
4
Pay

Invoices paid online through the portal

Where online payment is configured, clients can settle invoices in the portal and teams retain clean payment visibility.

  • Online payment support where enabled
  • Safe payment-recording behavior
  • Invoice status continuity
  • Retainage-aware financial handling
  • Client-facing payment history context
5
Revisit

Repeat clients get the full history

Authenticated portal access supports long-term clients who need project and document history at their fingertips.

  • Repeat-client authentication path
  • Proposal and invoice history access
  • Centralized shared document visibility
  • Project history context
  • Reduced resend requests

Share Link Access — No Login Friction

The fastest way to slow down a signed deal is adding extra login steps. Share-link access lets clients open and review proposals quickly, then approve or decline without account friction. For repeat clients who want long-term history, authenticated portal access is still available.

  • Secure share links per proposal
  • Zero login friction
  • Works on any device, any browser
  • Acceptance tracked and logged even without auth
  • Authenticated portal available as opt-in for repeat clients

Engagement Tracking That Answers 'Did They See It?'

Use proposal engagement signals to understand review activity and time follow-up conversations more effectively.

  • View count per proposal
  • Total time spent in the viewer
  • Engagement-depth visibility
  • Real-time notification to your team on first open
  • Visible in the proposal detail page for your whole team

Acceptance Wired To The Estimate Automatically

When a client accepts, pipeline status updates automatically so your team can move straight from sales to execution without manual cleanup.

  • Accept / decline action on every proposal
  • Pipeline advances to Won automatically across share-link, portal, and authenticated paths
  • Optional feedback on decline
  • Team notifications on transition
  • Project / service creation ready immediately after acceptance

Invoice Payment Without Double-Booking

Clients can pay invoices through the portal where online payments are configured, with safeguards that reduce duplicate entries and reconciliation headaches.

  • Online payment integration (requires org setup)
  • Payment-entry safeguards to prevent duplicate records
  • Invoice status auto-updates on payment
  • Retainage release flows through the same system
  • Manual payment recording (check, cash) also supported

How the client portal connects to the rest of CC

Data flows through the platform. Here's where this feature fits.

Proposal → Portal → Acceptance

Send a proposal via email or share link. The client reviews, accepts or declines, and the estimate moves to Won automatically across all three paths.

Invoice → Portal → Online Payment

Invoices land in the portal and clients can pay where online payments are enabled, with payment status updating automatically.

Document → Portal-Visible Flag → Client Access

Mark any document for client access and it appears in the portal as read-only content.

Portal View → Engagement → Notification

Every proposal view fires engagement signals so teams can see opens and review time context for better follow-up timing.

Related features

Proposals & Portal
Budgets & Invoices
Estimates & Takeoffs
Documents
CRM
Communications

See it for yourself

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