Client portal Sharing documents with a client
Sharing documents with a client
3 min read
Publishing is deliberate: a document exists internally until you share it, which means you can draft in peace.
A good default
Share the proposal when it is ready for a decision, the contract when it is ready for a signature, and the invoice when the terms say so.
Placeholder article — this guide is still being written. Email support@panko.events and a human will answer.