Client Portal for OneNote
$29.95
14 sold in last 24 hours
Brand: Business
2.3K Sales
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
... people are viewing this right now
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:
Get Started – Step-by-step guide to get you up and running fast
Client Details – Store and manage individual client contact and company details
Invoices – Drag-and-drop PDF invoices and track payment status
Quotes & Estimates – Send, store, and manage quotes and estimates
Projects – Track project milestones, deadlines, and key files
Messages – Communicate securely without email
Client Welcome Page – Pre-built landing page for better onboarding
Documents – Deliver files securely without using unsecured email
★★★★★
Our clients love the new portal. It’s easier for them and much more secure than email.
Megan S.
★★★★★
We now have a professional, organized way to share invoices, updates, and quotes — love it!
David K.
★★★★★
Setting it up took less than 10 minutes and we were good to go. The instructions were super clear.
Olivia M.
★★★★★
Makes us look so much more professional. Clients are impressed every time we onboard them.
James L.
★★★★★
Now I can keep all client communications in one place and track things easily.
Sophie B.
★★★★★
This replaced 3 different tools we were using. So much simpler now.
Nathan G.
★★★★★
The messaging section is brilliant. No more lost emails!
Ella T.
★★★★★
Feels secure, easy to update, and keeps everything clear for both us and the client.
Liam R.
| Edition | Professional/Freelancer (1 User), Team (up to 5 Users), Team (up to 10 Users), Business (up to 25 Users) |
|---|
OneNote
MS Project
MS Forms
MS Lists
Outlook
Excel
Bonus
Copilot
MS TeamsRelated Products
Fund Raising Campaign for MS Project
Select options
SaleLimited
$49.95
652 Sales
Build momentum, raise funds, and keep your campaign on track — all in MS Project.
-
- Plan, launch, and manage every aspect of your fundraising campaign.
- Built-in timelines, templates, and workflows for maximum efficiency.
- Fully editable in MS Project — no steep learning curve.
- Perfect for nonprofits, schools, causes, and community initiatives.
Second Brain for OneNote
Add to cart
Featured
$29.95
3.6K+ Sales
Master your life with OneNote and PARA.
-
- One system to organize everything from tasks to documents
- Keep your projects, notes, and ideas tightly linked
- Structured but flexible — adapt to your style and goals
- Built specifically for clarity, action, and life balance
- Unlock mental space by having one trusted system
Personal PowerPack for Outlook
$19.95
Select options
1.1K Sales
Take control of your inbox. Save time & stress less.
-
- Save time with ready-to-send templates
- Automate tasks using Quick Steps
- Stay organized with Smart Folders
- Consistent, polished communication
- Perfect for Outlook users at home or work
Brand: Home
myLife at a Glance for OneNote
$19.95
8.2K Sales
Take control of your family’s information. Stay prepared and organized.
-
- All-in-one family dashboard — know where everything is
- Be emergency ready — from medical history to contacts
- Perfect for travel, school, caregiving & estate planning
- Private & secure — powered by Microsoft OneNote
- No subscription needed — lifetime value
Brand: Home
Family PowerPack for Outlook
$24.95
1.3K Sales
Make family communication easier than ever.
-
- Send thoughtful emails in seconds with pre-written templates.
- Never forget a birthday or family event again.
- Keep everyone in sync with shared calendars & updates.
- Instant download with step-by-step instructions included.
- 100% Outlook-compatible and easy to customize.
Brand: Home
Digital Address Book for OneNote
$19.95
1.5K Sales
Be more organized. Keep every contact close at hand.
-
- Search contacts instantly — by name, email, phone or notes
- Color-coded layouts for faster scanning
- No new apps — use inside OneNote
- Sort and group with A-Z index tabs
- Flexible layouts that match your needs
Calendars & Planners for OneNote
Add to cart
Featured
$19.95
21.2K Sales
Plan better. Reduce stress. Get more done.
-
- Combine daily, weekly & monthly views in one place
- Designed for home, work, and family life
- No subscriptions — fully offline and yours forever
- Perfect for OneNote lovers who want structure
- Accessible anywhere — syncs across all your devices
Brand: Business
Compliance Audit for MS Project
SaleLimited
$49.95
175 Sales
Make audit readiness part of your project workflow — not a last-minute scramble.
-
- Everything structured — from audit scope to implementation follow-up.
- Built for Microsoft Project — no steep learning curve.
- Ensures clear documentation and accountability across your audit team.
- Perfect for internal, external, and compliance-driven audits.
ChatGPT for OneNote
Add to cart
Featured
$19.95
871 Sales
Be more productive. Save time & master AI.
-
- Master ChatGPT with structured use cases and tutorials.
- Get started faster using done-for-you templates and prompts.
- Track, log, and organize your ChatGPT ideas across projects.
- Save hours with reusable formats for every role and tone.
- Compatible with all devices — desktop, tablet & mobile.
Grant Application for MS Project
Select options
SaleLimited
$49.95
443 Sales
Simplify your grant writing — and improve your chances of success.
-
- Built for grant writers and project managers alike — no setup stress.
- Guides you through research, writing, budgeting, and submission.
- Keeps your grant team aligned and deadline-driven.
- Includes all milestones and tasks — fully editable in MS Project.
Brand: Business
Key Person Risk Analyzer for MS Project
SaleLimited
$49.95
362 Sales
Ensure leadership continuity — plan for critical role coverage before it’s urgent.
-
- Pinpoints vulnerabilities linked to key personnel roles.
- Structured for real-world succession and risk planning.
- Works seamlessly with Microsoft Project — no tech overhead.
- Essential for HR, PMOs, and contingency planning teams.
Brand: Home
Investment Property for MS Project
SaleLimited
$49.95
219 Sales
Own your investment journey — from first search to ongoing property success.
-
- Built to simplify complex property workflows — no more guesswork.
- Perfect for investors, renovators, and property managers.
- Fully compatible with MS Project — no learning curve.
- Clear milestones and budgets keep everything on track.