03Sharing and tracking

What your client sees

No account, no password: an email and a code are enough. The screenshots below show the standard client space.

Client space sign-in screen: entering the work email
The access screen, in your company's colors.
  1. 1
    Your client opens the link

    They enter their email address. It must be one of the proposal's authorized recipients.

  2. 2
    They get a code by email

    A 6-digit code, valid for 10 minutes. They can ask for a new one if needed.

  3. 3
    They open the proposal

    Once signed in, they keep access for 48 hours in that browser. After that, they just request a new code.

Client space: header with logo and sign-out, quote in the PDF reader, services in the menu
The quote opens right in the browser.

In their space, your client finds:

  • the quote, readable right in the browser, with its annexes and a download button;
  • the services you chose, in the left-hand menu;
  • your team members and their email;
  • a sign-out button, top right.