Client Portal for OneNote
$49.95
6 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.
OneNote
MS Project
MS Forms
MS Lists
Outlook
ExcelRelated Products
Brand: Home
Investment Property for MS Project
$25.00
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.
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
$20.00
Add to cart
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
KanBan Task Board for OneNote
Add to cart
Featured
$19.95
15K Sales
Be more productive. Save time & money.
-
- Instant workflow clarity — no clutter, no confusion.
- Drag, drop, done — manage tasks right in OneNote.
- Syncs everywhere — stay productive on any device.
Fund Raising Campaign for MS Project
$25.00
Add to cart
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.
Projects for OneNote
Add to cart
Featured
$29.95
18K Sales
Streamline every stage of your projects — with clarity and structure.
-
- Everything in OneNote — no extra software or logins needed
- Professional templates that guide real project results
- Standardize reporting, planning, meetings, and follow-ups
- Perfect for PMs, teams, consultants, and ops leaders
- Designed for real-world usability — ready in minutes
Brand: Education
Teacher Planner for OneNote
$19.95
1.6K Sales
Be more prepared. Reduce planning stress. Make teaching more impactful.
-
- Everything in one digital hub — no paper clutter.
- Ready-to-use templates save you hours each week.
- Visual and structured tools for all learning styles.
- Empower students with structured reflection tools.
- Use across all subjects and year levels.
Brand: Business
Compliance Audit for MS Project
$25.00
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.
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
All Access Pass
Select options
FeaturedLimited
From: $99.00 / year
21K Sales
Instant Access to Everything!
-
- 100+ OneNote Templates
- 11 MS Projects, 9 MS Forms, 18 MS Lists Templates
- 3 Outlook PowerPacks & 3 Excel Templates
- BONUS OneDrive LifeMap & 18 CheatSheets
- plus All Future Releases
Productivity Maximizer for OneNote
Add to cart
Featured
$19.95
8.2K Sales
Boost clarity. Break through mental clutter.
-
- 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
Wiki for OneNote
Add to cart
Featured
$19.95
12.4K Sales
Be more organized. Share knowledge. Save time.
-
- Searchable structure — find answers instantly
- Keep SOPs, FAQs, and notes in one place
- Perfect for internal teams or solo use
- Secure access with Office 365 integration
- Works across desktop, web & mobile