Confi Clients Hub

Client documents, proposals, and summaries in one secure place.

A branded client portal for proposals, specs, deliverables, meeting summaries, and the upcoming signature workflow.

Open client workspace Proposals

How it works

01

Create the document

Confi produces a proposal, specification, deliverable, or summary.

02

Link it to the client

The document is registered around the canonical CRM client and deployed to the portal.

03

Client opens it

The client sees metadata, access state, and the document from a secure workspace.