Streamline Your Workflow and Cruise Through Approvals with

Dive into hassle-free workflow management and breezy approvals with is like your secret weapon for being super organised. Picture this: smooth onboarding, top-notch file handling, digital signing, instant approvals, no forced logins, and all customisable under your brand. It’s a game-changer for go-getter small businesses, dynamic digital marketing agencies, and content creation machines. Get ready to level up your operations and wow your customers with this killer customer portal.

Say Hello to!


Making Customer Onboarding a Breeze with

First impressions matter, right? Think of as your personal onboarding wizard, making everything feel like a walk in the park for you and your customers. Here’s just some of what you can do with it:

  • Whip up a welcome that screams “you” and gets the paperwork out of the way without any headaches.

  • Enjoy a super easy interface for uploading and sharing docs – it keeps things neat and easy to find, so you won’t need to babysit your customers through the process.

  • Save precious time and kick off your customer relationships on the right foot from the word ‘go’.

Getting Your File Management Game on Point

Trust me, solid file management is the backbone of nailing your projects and keeping everyone in sync. Here’s how has got your back:

  • Say hello to one cozy spot for all your document drama – no more wild goose chases through messy email threads.

  • Find, sort, and share files like a pro, avoiding the usual irritants and time-sucks.

  • Get the latest version of any doc in a snap, and set who gets to peek at what, all while keeping the sensitive stuff under wraps.

A Brand-New Spin on Approvals


No-Login Magic: The Effortless Way

We all know how annoying it is to remember a bazillion logins, right? kicks those headaches to the curb. Your customers will:

  • Skip signups and memory tests just to check out documents or give the thumbs up.

  • Get into the groove quicker with a straightforward, click-and-go approach, speeding things up for everyone.

  • Feel the ease and simplicity of businesses today – less frustration and more “Wow, that was easy!”

Digital Signatures: Zip Through Approvals

Remember the old-school shuffle of paper and endless waiting? Well, it’s history with digital signing in Here’s what’s in store:

  • Sign off on stuff securely from anywhere – forget waiting ages for a scribble.

  • Enjoy legit, trackable digital signatures that give you peace of mind.

  • Save some trees and cut costs by ditching the printouts.

More Features We’re Totally Smitten With: Helpdesk, Integration, and Embedding in

Our love story with doesn’t stop with efficient file management and blazing fast approvals – oh no, there’s more! Let’s chat about a few other features that really make our hearts flutter: the integrated helpdesk, seamless integration with other tools, and the capability to embed just about anywhere. Buckle up, it’s about to get exciting!

Your Own Helpdesk/Ticketing System

Say goodbye to lost conversations and hello to complete control and visibility over customer interactions. With, you can:

  • Keep all your customer questions, issues, and enquiries in one place with the integrated helpdesk feature.

  • Prioritise, categorise, and assign tickets to the right team members, ensuring efficient resolution and satisfied customers every time.

  • Track every interaction, understanding your team’s performance, and identifying areas for improvement.

Seamless Integration with Other Tools seamlessly integrates with your favourite applications, making your workflow even more efficient:

  • Connect with project management tools (like ClickUp!), CRM, and other software you already use, creating a cohesive ecosystem.

  • Share information between tools, eliminating redundant data entry, improving data accuracy, and saving time.

  • Easily configure these integrations – you don’t need to be a tech wizard to connect with your existing suite of tools.

Embedding Wherever You Need It

Unleash the full potential of’s adaptability. Embed this power-packed platform across various environments to suit your business needs:

  • Effortlessly integrate on your website or within your app, granting your clients frictionless access right where they are.

  • Directly embed documents, projects, or comprehensive conversation threads, crafting a seamless and inclusive customer journey.

  • Integrate insights and data from your suite of tools, ensuring clients have all the information they need at their fingertips, from project timelines to real-time analytics.

  • Dictate user access and customise permissions to establish a secure environment that feeds each client only the data that’s pertinent to them, fortifying security while curating bespoke experiences.’s embedding capabilities transform it from a mere utility to an all-encompassing hub that streamlines your processes, enhances approval times, and fortifies client relationships. With the power to blend with data from your other tools, not only do you work smarter, but also create a command centre that’s the envy of competitors. Embrace the smarter way to work with

Supercharge Your File Management with Zapier Integration’s integration with Zapier takes automation to a whole new level, allowing you to connect it with your preferred online cloud storage system. This way, updating files and keeping your inventory current is a breeze.

Here’s how this feature can give your productivity a serious boost:

Automatic File Updates

  • Connect with your online cloud storage like Google Drive, Dropbox, or OneDrive using Zapier.

  • Set up Zaps (automations) to automatically update, replace, or archive files in your cloud storage whenever there’s a change in

  • Stay confident knowing your files are always up-to-date, no matter where you’re working from or which device you’re using.

Streamlined Workflows

  • With Zapier, you can create efficient workflows that automatically trigger actions in other apps based on your activities in

  • For example, when a file is approved in, you could create a Zap to update the file status in your project management tool or send a notification to your team in Slack.

  • Minimise manual work, avoid duplication of efforts, and keep your team in sync effortlessly.

Easy Setup, Big Results

  • The best part? You don’t need to be a tech wizard to make these integrations work.

  • Zapier’s intuitive interface allows you to set up these cross-app automations in a few clicks.

  • Spend more time doing the work that matters and less on file management and communications.

With and Zapier working together, you’ll have a streamlined, automated, and efficient process that maximizes productivity, ensures consistency, and simplifies collaboration, whether you’re managing files, tracking approvals, or handling client communications.

Your Brand, Your Rules with White-Label Flexibility


Customising Your Customer Portal Experience

White-label perks in Heck yes! Make it all yours and show your brand some love:

  • Stick your logo on there, splash on your colors, use your own email and make it YOUR digital space.

  • When customers see a portal that’s all decked out in your style, they’re getting the VIP treatment – it’s like walking into your own branded office space online.

  • Trust builds, and the cool factor of your offerings skyrockets – and it’s a cinch to set up, no IT degree needed.

Quick Tips to Make the Most of

To really get the most bang for your buck with, consider these insider hints:

  • Play dress-up with your portal to make it a spitting image of your brand – consistency is more than just a buzzword; it’s pro-level marketing.

  • Lay out your files and papers in a crystal-clear way to make life easier (and free up your helpdesk).

  • Make sure the whole crew’s dancing to the same beat with your onboarding and thumbs-up routine.

  • Create templates for your various service/package offerings. 

Embrace these tips to fine-tune how you work and deliver a customer experience that’s nothing short of amazing.

Ready to see it in action?

Take a look at the video below from the team over at which gives you an insight into how it all looks and comes together!

Time to take it for a spin!

Click here (or use the buttom below) to get your free 14 day trial. In love like us?  If you want to use after your trial ends, enter my referral code projectbox24 and get 10% off your first year of service. 

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