Client Portal for OneNote
$29.95
Be more efficient. Strengthen client trust.
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- 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.
License Guide
Pick the license that fits your needs — whether you’re using templates for personal use, family planning, or business operations across your team. Each license covers the number of users across all devices supported by OneNote or other Microsoft 365 apps.License Users Layman’s Description Personal 1 For individual use at home or for personal productivity. Not for business or shared use. Family Up to 6 Great for household members to share templates for school, budgeting, or family projects. Professional 1 For solo professionals, freelancers or business owners using templates commercially. Team Up to 5 Ideal for a small team or department using templates internally for work collaboration. Team Up to 10 Best for growing teams needing shared templates across multiple staff or roles. Business Up to 25 Designed for larger organizations needing consistent systems and tools across a company/organization/school/college/university or government department. Enterprise 25+ Contact us for custom licensing options for enterprise or agency-wide use.
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) |
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- AI
- All-Access
- Budget
- Business
- Chatbot
- Customer
- Dashboard
- Development
- Documents
- Education
- Employee
- Environment
- Events
- Family
- Feedback
- Finance
- Goals
- Guide
- Holiday
- Home
- Ideas
- Initiatives
- Insight
- Knowledge Base
- Learning
- Legal
- Manuals
- Organization
- Performance
- Personal
- Planning
- PowerPack
- Productivity
- Projects
- Review
- Risk
- Statistics
- Support
- Sustainability
- Tasks
- Teacher
- Teams
- Time Management
- Work
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