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Easy Access Links (for Client Portal)

The “Easy Access Links” Client Portal access method lets your clients more easily load your quotes and invoices, without any login credentials. This can help if you’re submitting proposals to a wide range of customers who may not wish to spend the time logging in to see the quote.

Links with Easy Access Links disabled (requires client portal login):


Links with Easy Access Links enabled (no login required):


To enable Easy Access links for your client portal, click Jetpack CRM > CRM Settings > Client Portal, then check “Allow Easy-Access Links” and save the settings.

Updated on June 21, 2023

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