Platform
Everything in one
premium workspace.
Quotes, contracts, invoices, files, messages, and milestones, all under one branded portal your clients actually enjoy using.
File Approvals
Review & approve deliverables
QUO-0018
$4,200
Awaiting approvalQuotations
Send quotes, get sign-off
Any revisions?
Done by Friday!
Messaging
Move chats out of email
INV-0042
$3,500
Paid via PaddleInvoicing
Collect payments in-portal
SERVICE AGREEMENT
Contracts
Sign agreements in-portal
White Labeling
Your brand, your portal
File Management
File approvals that
actually work.
Centralize every deliverable in one place. Clients approve with one click or leave feedback directly on files, no more emailing PDF markups back and forth.
- Upload any file type — PDFs, Figma exports, ZIPs, images
- Clients approve or request changes in the portal
- Email notifications on approval or rejection
- Bulk upload via drag and drop
Project deliverables
logo_suite_v3.svg
QUOTE #QUO-0018
$4,200.00
Quotations
Send quotes clients
can accept in seconds.
Build a quote, share a link, and let the client accept directly inside their portal. No back-and-forth, no printing, no PDFs lost in inboxes.
- Line-item quotes with descriptions and totals
- Clients accept or decline with one click
Invoicing
Know exactly when
clients pay.
Send invoices directly through the portal and collect payment via Paddle. See when a client views an invoice, get notified the moment it's paid, no more chasing.
- Secure payment collection via Paddle
- Real-time "viewed" and "paid" notifications
- Line-item invoices with PDF export
- Automatic payment reminders
INVOICE #INV-0042
$3,500.00
Brand project · Messages
Can we adjust the logo colors to be a bit warmer?
10:24 AM
Of course! I'll have a new version ready by EOD.
10:31 AM
Perfect, thank you! ✨
10:33 AM
Communication
Move conversations
out of your inbox.
Threaded client chats live right where the work is, inside the portal, attached to the project. Context is always preserved, nothing gets buried in email.
Project Tracking
End the “how is it
going?” calls.
Break projects into milestones and give clients a live view of progress, no status update needed. Visible progress builds trust and eliminates micromanaging.
- Named milestones with completion percentages
- Clients see real-time progress in their portal
- Mark milestones complete to trigger next steps
- Full project timeline visible at a glance
Project Alpha — Milestones
White Labeling
Your brand.
Your portal.
Apply your own logo, colors, and custom domain. Clients see your brand everywhere, not PortalKit's. To them, it looks like proprietary software your studio built.
- Custom domain (clients.yourbrand.com)
CONTRACT
Web Design Services Agreement
Freelancer
Signed · Nov 3, 2024
Client
Signed · Nov 4, 2024
Contracts
Protect your work
before you start.
Draft service agreements in PortalKit and send a secure link for clients to sign online, no printing, no scanning, no PDFs lost in email threads.
- Rich text contract editor built into the portal
Real freelancers
Used by people who take
their work seriously.
No onboarding call needed. Here's what they say after switching.
“My clients used to send feedback across three separate email chains. Now it’s one thread attached to the actual file. I genuinely don’t know how I worked without it.”
Sarah Kim
Brand Designer
“I got paid while I was asleep. Invoice out Monday night, payment landed Tuesday morning, zero chasing. That alone is worth the subscription ten times over.”
Marcus T.
Freelance Developer
“My clients think I built a custom portal just for them. The white labeling is that seamless. It’s become a core part of my agency pitch — clients expect it now.”
See every feature
in action.
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