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
Property Renovation for MS Project
$25.00
Add to cart
72 Sales
Renovate with confidence — built for project managers, homeowners, and builders alike.
-
- Manage budgets, teams, tasks, and timelines all in MS Project.
- Built-in flow from design to demolition to final inspection.
- Perfect for homeowners, contractors, and renovation planners.
- Customizable for any property type or scope.
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
Personal Development for OneNote
Add to cart
Featured
$19.95
1.3K Sales
Unlock your full potential — with less friction and more focus.
-
- Structure your goals with proven development frameworks
- Track your progress over time with outcome-based templates
- Access your growth plan anywhere with OneNote sync
- Use it for career, personal, or skills-based development
- Reflect, adapt, and evolve continuously — all in one place
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
Brand: Home
Estate Planner for OneNote
Featured
$29.95
6.3K Sales
Stay organized. Protect your legacy.
-
- Centralize all your vital family records and legal documents
- Easy to update and access — no special tools needed
- Secure sensitive information using OneNote’s password protection
- Designed for simplicity with visual clarity in every section
- Share with loved ones or advisors when needed — easily and safely
Brand: Business
Company Wiki for OneNote
Featured
$49.95
1.2K Sales
Bring clarity and consistency to your team’s internal documentation.
-
- One central place to manage company knowledge.
- No extra tools – works right inside Microsoft OneNote.
- Professional templates for SOPs, policies, manuals and more.
- Secure and private with Office 365 cloud integration.
- Fast onboarding, training, and ongoing updates made simple.
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: 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
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: Business
Business Suite for OneNote
Featured
$99.95
5.4K Sales
Streamline your business. Empower your team.
-
- One central hub for projects, people, and plans
- Built inside OneNote – no extra logins or tools
- Perfect for remote teams, SMBs, and consultants
- Improves documentation, collaboration, and visibility
- Easy to scale as your business grows
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
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.