Creating & Sending Quotations — PortalKit Guides | PortalKit

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Quotations

Creating & Sending Quotations

Build line-item quotations, set expiry dates, and let clients accept or request changes directly from their portal.

QuotationsVideo guide

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Welcome to PortalKit — Full Walkthrough

Getting Started

Welcome to PortalKit — Full Walkthrough

A complete overview of the PortalKit dashboard, your workspace, and the client portal experience from both sides.

Sending Invoices & Getting Paid

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Invoices

Sending Invoices & Getting Paid

Create invoices from accepted quotations or from scratch, add payment links, and track paid/overdue status.

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Uploading Files & Getting Client Approvals

Uploading Files & Getting Client Approvals

Upload deliverables to a project, notify the client, and manage their approval or change-request feedback.