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Sharing the Project Dashboard with Your Client
Sharing the Project Dashboard with Your Client

Sharing is caring! Give your clients access to proposals & invoices

Cameron Jahn avatar
Written by Cameron Jahn
Updated over a week ago

The Project Dashboard is a special portal you can share with your client where they can access all of the documents you've shared with them, pay any invoices or proposals with an open balance, or see invoices and proposals which they have already paid and closed out. 

Here is a video which will guide you through our Project Dashboard tool and how you can share it with your client:

We recently moved the share button for the project dashboard to the left of the project name. You can now find the option to share the project dashboard here: 

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