Client Portal for OneNote
$39.95
Be more efficient. Strengthen client trust.
-
- Securely deliver documents, invoices, and quotes
- Centralized space for all client communication
- Easy onboarding and professional presentation
- One portal per client with customizable info
- No logins or confusing apps — just OneNote
- Instant Download - Easy Install - Fully Customisable
Instant Download
Get instant access with our digital downloads. As soon as your purchase is complete, you'll receive an email with your download link, invoice, and everything you need to get started — no waiting required.
Easy to Install
All our templates are easy to install on Windows and Mac, with seamless syncing across all devices supported by Microsoft OneNote — including PCs, laptops, iPhones, iPads, and Android devices.
Fully Customizable
Our templates are fully customizable, letting you tailor every page, section, and element to suit your workflow — whether you're managing tasks, projects, or notes.
All Prices in USD
All prices listed are in US dollars (USD), regardless of your location or billing country.
Client Portal for OneNote – A Smarter Way to Share & Manage Client Communication
Streamline how you share updates, files, quotes, and invoices. The Client Portal template for OneNote gives you a simple, secure way to collaborate with clients — all in one place.
The Client Portal for OneNote is easy to install and includes the following:
| Edition | Professional/Freelancer (1 User), Team (up to 5 Users), Team (up to 10 Users), Business (up to 25 Users) |
|---|
- AI
- AI Prompt
- All-Access
- Budget
- Business
- Customer
- Dashboard
- Documents
- Education
- Employee
- Environment
- Events
- Family
- FAQ
- Feedback
- Finance
- Goals
- Handbook
- Home
- Ideas
- Initiatives
- Insight
- Knowledge Base
- Learning
- Legal
- Manuals
- Office
- Organization
- Performance
- Personal
- Planning
- Policies
- PowerPack
- Productivity
- Projects
- Review
- Risk
- SOP
- Statistics
- Support
- Sustainability
- Tasks
- Teacher
- Teams
- Work
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