Client portal: approvals without email threads

Send a link — the client sees rooms, items with photo and client price, delivery dates and the timeline. Approve and Reject buttons change statuses and create tasks for the team.

Free · no card · 8 languages

What you get

Only what the client needs

Client price, photo, description, lead time. Cost, discounts and profit are never sent to the page — not hidden by CSS, absent from the data.

One-click approval

Approval moves the item to Approved and creates an order task; rejection returns it to work with the client's comment.

Dates and timeline

The client sees when things arrive and which construction phase is on — fewer “where is my sofa” calls.

Two-sided approval

Designer and client confirm independently — the estimate shows who has approved and what awaits a decision.

How it works

  1. Step 1

    Prepare the estimate

    Mark items to show the client, optionally without prices or alternatives.

  2. Step 2

    Send the link

    The portal opens by a secure link without registration; a client's-eye preview is inside your project.

  3. Step 3

    Receive decisions

    Approvals and rejections land in the activity feed and task board; client PDF in one click.

Related features

FAQ

Try it on your own project

Free plan, no card required: shared catalog, clipper, estimates, timeline and finance are all included.