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Client Hub: Accessing the Client Hub via Quote and Invoice emails

How your customers can access their portal directly from your business emails.

Updated over 3 weeks ago

Easy Access via Quotes & Invoices Your customers don't always need to remember a specific URL to log in.

Every time you send a Quote or Invoice via email, the document link they open includes a "Back to Client Hub" button in the top corner.

This allows them to quickly jump from looking at a single invoice to viewing their entire account history.


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