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Easy Access Links (for Client Portal)

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From v3.0 you now have the option to use “Easy Access Links” for your quotes and invoices.

This new 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 before Easy Access Links (requires client portal login):

https://yoursite.com/clients/invoices/123

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

https://yoursite.com/clients/invoices/zh-WCSwXupDWV9JeeZDVXQ

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

Updated on June 5, 2020

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