A polished portal for clients — with no login to manage
When you send a proposal, invoice, or request, your client or sub gets a secure link to one place that holds everything you've shared on the project. They sign, pay, and reply right there — no password, no app, nothing to download.
Access the moment you send
Send a proposal or invoice and your client instantly has access to that project — no invitation flow, no pending state, nothing for you to set up.
One place, not a pile of links
Instead of scattered one-off links, clients land in a portal that shows everything you've ever shared with them on the project.
They act without leaving
Sign a proposal, pay an invoice, answer a request, or accept an order — all in the portal, no bouncing between tools.
A link, not a login
Clients and subs click the secure link in your email and they're in — no password to create, no app to install. If they want ongoing access, they can set a password later, but they never have to.
The whole project, from their side
Their portal lists every proposal, invoice, request, and order you've shared — grouped and ready to act on. No more 'can you resend that link?' three weeks later.
How it works
Three steps. That's it.
Send a record
Email a proposal, invoice, request, or order to your client or sub. That send grants them access to the project automatically.
They open the link
One click drops them into a secure portal — no password — showing everything you've shared on that project.
They sign, pay, or reply
Clients sign proposals and pay invoices; subs accept orders and respond to requests — all in the portal, and it all flows back to you.
Frequently asked questions
Ready to run your projects
from bid to built?
Book a demo to see it on your projects — or start free, no credit card required.