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How your clients view and interact with quotes and invoices
4 articles
Discover how the SemaQuote client portal gives your clients instant, password-free access to view quotes, sign proposals, and track invoices - all in one branded space.
Walk through the quote viewing experience from your client's perspective. See exactly how line items, pricing, and validity dates appear in the client portal.
Learn how your clients sign and accept quotes electronically in just a few clicks. Understand the e-signature process, what gets recorded, and how you're notified instantly.
See exactly what your clients experience when viewing invoices in their portal - payment status, transaction history, balance calculations, and how to pay.