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
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
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.
Brand: Education
Student Planner for OneNote
Featured
$19.95
4.2K Sales
Stay ahead, reduce stress & plan smarter.
-
- Everything in one digital place — no paper clutter
- Boost focus and grades with structured planning
- Perfect for school, college, or university
- Adaptable for any subject or semester
- Instantly accessible across all your devices
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
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.
Brand: Business
Second Brain Teams for OneNote
$79.95
2.2K Sales
Boost productivity. Simplify collaboration.
-
- Capture tasks, notes & info instantly — no context switching
- Organize everything by PARA — Projects, Areas, Resources, Archive
- Get more done — shared workspaces drive team clarity
- Keep knowledge accessible — from onboarding to SOPs
- Work from anywhere — synced and secure inside OneNote
Brand: Home
Vacation Organizer for OneNote
$19.95
8.4K Sales
Make travel planning effortless. Stress less & enjoy more.
-
- All-in-one place to plan, pack, and prepare
- Customizable for solo, family, or group travel
- Use on any device with OneNote
- Keep documents, notes & itineraries together
- Get organized early and travel with confidence
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.
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.
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
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
Event Planning for MS Project
$25.00
Add to cart
821 Sales
Manage &organize all aspects of your event planning.
-
- Crystal-clear timelines — no clutter, no chaos.
- Built for MS Project — plan every detail with ease.
- Drag, drop, done — effortless task tracking.
- Syncs anywhere — stay on top from any device.