Share your online quotes and invoices, however you choose… Just grab a client portal link to share paperwork online with your customers.
Want to share a link to your quote or invoice for your customer to view online? Then we’ve got some good news: you can now grab a client portal link to direct customers to your paperwork online, anyway you like.
Perhaps you want to share a quote over WhatsApp, or include an invoice link in a text message – however you need to share your paperwork, we’ve got you covered with client portal links.
Client portal links work with all your quotes, estimates and invoices. Just select Share > Get a client portal link to copy the link.
We have plans to include client portal links with other types of paperwork in YourTradebase, too. Let us know if there’s something you’d like to be able to share with your clients!
Happy sharing!
By Adam Austin
Co-founder of YourTradebase. One quick, easy app that frees you from paperwork and lets you get back to the job you love. yourtradebase.com
