Client Portal for OneNote
$39.95
14 sold in last 24 hours
Brand: Business
2.3K Sales
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
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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.
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Company Wiki for OneNote
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- One central place to manage company knowledge.
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Student Planner for OneNote
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- Everything in one digital place — no paper clutter
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AI Copilot Prompt Playbook for Knowledge & Notes
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Get 30 proven Copilot prompts designed to supercharge your knowledge workflows inside Microsoft 365.
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- Covers knowledge capture, SOPs, research summaries, collaboration, and organisation.
- No guesswork — just copy, paste, and run inside Copilot.
- Includes example outputs and app-specific usage tips.
- Perfect for individuals, teams, and knowledge managers.
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Teacher Planner for OneNote
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- Everything in one digital hub — no paper clutter.
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Teams for OneNote
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- Everything in one place — wiki, projects, docs & tasks
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- Improves team visibility and alignment
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Professional Development for OneNote
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Grow with confidence. Track your progress. Achieve your goals.
- Start fast with guided templates and expert structure
- Track skills, goals, and leadership development in one place
- Adaptable for individuals, teams, or HR managers
- Simple enough for beginners, powerful enough for pros
- Always accessible inside OneNote on any device
AI Copilot Prompt Playbook for Projects & Execution
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Get 30 proven Copilot prompts designed to supercharge your projects inside Microsoft 365.
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- Covers daily planning, email, meetings, task tracking, productivity, and knowledge workflows.
- No guesswork — just copy, paste, and run inside Copilot.
- Includes example outputs and app-specific usage tips.
- Perfect for individuals, teams, and managers.
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Productivity Maximizer for OneNote
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Boost clarity. Break through mental clutter.
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- Structure your goals and eliminate procrastination
- All-in-one toolkit inside OneNote
- Designed for both personal and professional growth
- Use powerful planners and templates to stay focused
- Works across devices – always accessible
AI Copilot Prompt Playbook Bundle
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Featured-10%Limited
Original price was: $99.75.$89.95Current price is: $89.95.
Turn Microsoft 365 into your AI co-pilot — with 150+ ready-to-use prompts across 5 expert playbooks.
- Built for Copilot: Works inside Word, Excel, PowerPoint, Outlook, Teams & OneNote.
- Do real work faster: reporting & insights, documentation, automation, projects, and daily workflow.
- Field-tested frameworks: structured prompts that deliver consistent, high-quality results.
- Copy, paste & adapt: start producing better output in minutes — no guesswork.
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Trusted by professionals and teams using Microsoft 365 to plan, analyze, automate, and communicate with clarity.
Wiki for OneNote
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$19.95
Create your own knowledge hub — organise SOPs, FAQs, guides & notes right inside OneNote.
- OneNote Wiki system: Capture and link knowledge, manuals, and FAQs in a searchable format.
- Fast setup: One-click notebook + examples ready to customise for your team.
- Secure & private: Built on Microsoft 365 — share internally or use solo.
- Find anything instantly: Full-text embedded search across your pages and topics.
Perfect for teams, consultants, or anyone who needs an organised place for notes and documentation.
Used by professionals and teams worldwide to centralise knowledge and make information searchable in OneNote.
Calendars & Planners for OneNote
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Featured
$19.95
Stay organised all year — daily, weekly & monthly planners right inside OneNote.
- All in OneNote: Dated & undated calendars plus flexible daily/weekly planners.
- Ready to use: 13 calendars, 7 daily planners, 7 “One Day at a Time”, 4 weekly planners & more.
- Fast setup: One-click notebook + quick-start guide — start planning in minutes.
- No subscriptions: Yours forever. Works on Windows, Mac & Web (great with Teams/SharePoint).
Perfect for home, work and family life — anyone who loves OneNote and wants structure.
Used by thousands to plan days, weeks and months with less stress and more clarity.