Best practices for sharing documents with clients

The way you share documents with clients can make or break the review and signing experience. Here are best practices for using client portals effectively.

1. Use a secure link Never email documents as attachments. Instead, share a secure link that clients can access from any device. ProposAI's client portal handles this automatically.

2. Make it mobile-friendly Clients often review proposals on their phones. Ensure your documents are responsive and easy to read on any screen size.

3. Enable comments Allow clients to leave comments directly on the document. This keeps all feedback in one place and eliminates messy email chains.

4. Track when they view Know when your client opens the document and which sections they focus on. This helps you follow up at the right time with the right context.

5. Simplify signing Make e-signatures as frictionless as possible. Clients should be able to sign with a single click, no account creation required.

6. Keep everything organized Use folders or tags to organize documents by client, project, or status. This makes it easy to find any proposal, contract, or invoice in seconds.

7. Follow security best practices Use encrypted connections, require authentication for sensitive documents, and set expiry dates on shared links when appropriate.