BQBizQuote Pro
Client Portal · 4 min read
Client portal guide: what your customer sees
Understand how quote and invoice links help customers approve work, comment, pay, and upload proof from a clean portal view.
July 5, 2026Public links reduce email back-and-forth.
Clients can comment and act from one place.
Secure tokens keep each document separated.
Use links when action is needed
A PDF is useful for records, but a portal link is better when the client needs to approve, comment, pay, or upload proof.
The portal keeps the document and action buttons together, which helps clients respond faster.
Make the message around the link clear
When sending a link, tell the client exactly what you need: review and accept the quote, pay the invoice, or upload payment proof.
Short messages work best, especially when sharing through WhatsApp.
Keep records inside the workspace
Comments, acceptance, invoice status, and payment proof should live beside the document so your team does not have to search across inboxes and chats.
Quick checklist
- Client link opens correctly
- Document totals are correct
- Action requested is clear
- Client contact person is correct
- Team knows where comments appear