Client portal

Clients sign in on your subdomain, review an issued estimate, and accept, reject or comment.

Grant access on the project Client portal tab by entering the client’s email. They sign in on yourfirm.quantifiable.co.uk — a different login from your staff app.

Share an issued estimate, not a live draft. The client sees the priced bill and the terms you attached.

They can accept, reject with a comment, or ask for a change on a specific line. Each action is stored and shown back on the project.

Branding (logo, colours, footer) comes from Settings → Client portal and Settings → Workspace. Do not hard-code Quantifiable on a client-facing page.

Examples

  • Send the first priced bill

    Issue the estimate. On Client portal, add jane@client.co.uk and share that issued revision. Jane gets an invite. When she accepts, the project shows the decision and the time.

Ask about this

The assistant uses this guide only. It cannot see your projects.