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Client portal & approvals

Approvals and reviews your clients will actually use

Send quotes and deliverables as a secure magic link clients open on their phone — view, approve, request changes — with no accounts, no passwords and no friction.

No-login magic links

Clients open a secure link — no account, no password — and act in seconds.

Approve or request changes

Clients approve quotes and deliverables, or send back specific change requests.

You see everything

Track viewed, approved and changes-requested states in real time.

Quote approvals without the back-and-forth

Send a quote as a magic link. The client reviews the packages, total and milestones, and approves in a tap — and you get notified the moment they view and accept.

  • Secure, single-use magic-link access
  • Mobile-friendly quote view
  • Approve, reject or request changes
  • Live view and approval tracking
Quote approvals without the back-and-forth
1Secure, single-use magic-link access
2Mobile-friendly quote view
3Approve, reject or request changes
4Live view and approval tracking

Deliverable reviews that close the loop

Share final deliverables for sign-off through the same portal, so clients can confirm they've received and approved their photos and albums — and the order closes cleanly.

  • Share deliverables for client review
  • Read-only, link-scoped access
  • Sign-off that closes the workflow
  • No app for clients to download
Deliverable reviews that close the loop
2Share deliverables for client review
3Read-only, link-scoped access
4Sign-off that closes the workflow
5No app for clients to download

Built for India

Built for WhatsApp-first clients

Your clients live on WhatsApp, not in yet another app. A magic link they can tap from a message — no signup, no password reset — is exactly how approvals should work in India.

FAQ

Client portal & approvals — questions, answered

No. Clients receive a secure magic link they can open from WhatsApp or email to view and approve quotes and deliverables — there's no account or password to manage.

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