Your clients close deals for you
A web portal where your clients review quotes, sign digitally and communicate with you. Instant access via magic link, no passwords needed.
Magic Link access
The client receives an email with a secure single-use link valid for 20 minutes. One click and they're inside the portal viewing their quotes. No passwords.
Digital quote signing
The client reviews the PDF, draws their signature in the browser and accepts. The signature is stored with a timestamp and the status updates automatically.
Integrated client-rep chat
Each quote has its own conversation thread. The client asks, the rep answers. Everything stays linked to the document, no context lost in scattered emails.
Automatic notifications
When the client accepts or rejects, the rep receives an instant internal notification. Transactional emails are sent on every status change.
Discover more Salesly modules
Learn more on our blog
Client portal FAQs
What is a magic link?
A magic link is a secure, single-use access link that expires in 20 minutes. The client receives it by email and accesses the portal without needing to remember passwords.
Is the digital signature legally valid?
Salesly uses simple electronic signatures with timestamps and secure storage. They are valid for commercial agreements between companies under the eIDAS Regulation.
Do my clients need to create an account?
No. The magic link automatically creates the client's access linked to their company. They don't need to register or remember passwords.
Can I share a quote without the client registering?
Yes. Salesly allows you to generate public links to share quotes. The recipient can view and accept the document without authentication.
Start selling more today
Try Salesly free for 14 days. No credit card, no commitment.