The SemaQuote client portal is where your clients go to view quotes, sign proposals electronically, and keep track of invoices. Think of it as your clients' personal dashboard for everything related to your business relationship.
In this guide, you'll learn exactly what your clients experience when they access their portal - and how this streamlined system helps you close deals faster.
How Your Clients Get In
Here's the best part: your clients don't need to create an account or remember a password.
When you send a quote or invoice, SemaQuote automatically generates a unique portal link and delivers it via email. Your client simply clicks the link, and they're in.
The link looks something like this:
https://app.semaquote.com/portal/abc123xyz...
Each client gets their own unique token - a secure key that grants access only to their documents. One click, instant access, zero friction.
Pro tip: This token-based approach means fewer "forgot password" headaches for your clients and more time for you to focus on your work.
What Your Clients See First
When your client opens their portal link, they land on a personalized welcome page. Right away, they see:
- A friendly greeting with their name
- Your business details including your company name, phone number, and email
- At-a-glance summary cards showing:
- Pending quotes waiting for their response
- Open invoices requiring payment
- Total balance due across all invoices
This dashboard gives your clients an instant snapshot of where things stand - no digging required.
Navigating the Portal
The portal organizes everything into clear, intuitive sections. Let's walk through what your clients will find.
Quotes Awaiting Response
Pending quotes take center stage. Each one displays:
- Quote number and a brief description
- The total amount
- When the quote expires (validity date)
- A "Viewed" badge if they've already opened it
Your clients can click any quote to see the full details and respond. Learn more about what they see in our guide to how clients view quotes.
Open Invoices
Invoices that need attention appear with:
- Invoice number
- Due date
- Remaining balance
- Status badges like "Overdue" or "Partial" payment
For a deeper dive into the invoice experience, check out how clients view invoices.
Accepted Quotes History
Quotes your client has already approved move to a separate history section. This creates a handy record of past decisions and helps everyone stay on the same page.
How We Keep Your Clients' Data Safe
Security isn't an afterthought - it's built into how the portal works:
- Unique tokens - Every client gets a cryptographically generated access key
- Token hashing - When enabled, tokens are hashed in the database, so even in the unlikely event of a data breach, actual access tokens can't be recovered
- No passwords to steal - With no passwords involved, there's nothing for bad actors to guess or phish
- Strict access boundaries - Each token only unlocks that specific client's quotes and invoices, nothing else
Your clients get convenience; you get peace of mind.
What Clients Can't Do
The portal is designed for viewing and responding - not editing. Your clients cannot:
- Change quote or invoice amounts
- See other clients' information
- Update their own contact details (they'll need to reach out to you)
- Access drafts - only documents you've officially sent appear
This keeps your business data protected while giving clients exactly what they need.
Works Beautifully on Any Device
Whether your client opens the portal on a laptop at their desk or taps the link on their phone while grabbing coffee, the experience is seamless. The portal is fully responsive, with text and buttons sized for easy reading and touch interaction on any screen.
About Portal Link Expiration
Good news: portal tokens don't expire on a timer. They remain active as long as the client relationship exists in SemaQuote.
Here's what happens in specific situations:
- If you delete a client - Their portal access is automatically revoked
- If you need to reset access - You can regenerate a client's token anytime, which invalidates the old link and creates a fresh one
Tips for Sharing Portal Links Effectively
Want to help your clients have the best experience? Keep these suggestions in mind:
- Add context to your message - Instead of just sending a link, remind them what they're looking at: "Here's the quote for your kitchen renovation project."
- Mention mobile access - Let clients know they can review everything right from their phone
- Highlight time-sensitive items - If a quote expires soon, mention the deadline in your message
When clients know what to expect, they're more likely to act quickly.
Ready to learn more? Explore what your clients see when viewing quotes or accepting proposals with e-signatures.