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: 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
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
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.
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
Sustainability Initiatives for MS Project
$25.00
611 Sales
Plan and execute sustainability projects with clarity and structure.
-
- Aligned with real-world ESG needs and frameworks.
- Streamlines planning and reporting — no extra tools needed.
- Works seamlessly in MS Project — no extra setup.
- Adapts to small teams or large-scale initiatives.
Brand: Business
Emergency Response for MS Project
$25.00
766 Sales
Be prepared when it matters most — structure your emergency response with confidence.
-
- Designed for real-world crisis response — not just planning theory.
- Built for MS Project — with zero setup hassle.
- Everything from scenarios to drills included in one place.
- Clear roles, resources, and timelines for stress-free execution.
Brand: Business
Teams for OneNote
Featured
$49.95
6.7K Sales
Empower collaboration. Simplify execution.
-
- Everything in one place — wiki, projects, docs & tasks
- Templates for every key workflow from meetings to retrospectives
- Fast onboarding with intuitive layouts
- Improves team visibility and alignment
- Secure, searchable & fully integrated with Microsoft 365
Brand: Business
Waste Reduction Blueprint for MS Project
$25.00
1013 Sales
Turn sustainability from a goal into a system — built in MS Project.
-
- Designed for eco-focused teams and initiatives.
- Visualizes every phase of your waste reduction plan.
- Fully editable in MS Project — no need to start from scratch.
- Perfect for compliance, green certifications, and internal audits.
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.
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.
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
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