Clientsby makes it easy for you to quickly create professional looking documents that impress your clients and streamline your work. We call these documents Portals.

Portals limit: The portals limit refers to the maximum number of Portals that can be created by each user per month. Your users will not be able to create new Portals after exceeding this limit.

Session recordings limit: The session recordings limit refers to the total number of times your Portal visitor’s journey can be recorded on a monthly basis. Not to worry, your Portals will still be accessable after you exceed this limit.

When you sign up to Clientsby, you will immediately get a free 14-day trial of our Business plan to try all of our features. No contract or credit card details needed. Before your trial ends, you can choose to continue on the Business plan or choose another option. Once the trial expires, your Portals will still be available for 30 days, but you will no longer have access to your account.

You can add or remove users anytime. When you update the number of users, your bill will immediately be charged or credited as needed. Keep in mind that your base subscription to our Pro plan comes with 1 included user, and our Business plan comes with 3. If you reduce the number of users below those levels, you'll still be billed for the base subscription.

Yes! You can upgrade, downgrade or cancel whenever you want, as often as you want.

When you cancel your subscription, your account (and your Portals) will remain active until the expiration date of your plan, and you will not receive a prorated refund.

Get discounted annual pricing on our plans by paying upfront for a full 12 months.

Clientsby takes care of typography and adapt color schema based on the selected background color, so your document is always readable and professional looking on any device.

Yes, you can! Just copy any of ours templates and Add, Delete, or Change sections as you see fit. Make a mistake? Just copy the template again and you’re good to go.

Absolutely! You can start from scratch or easily copy any of ours built-in templates and quickly adapt to suit your needs. You can also paste text from other programs like Google Docs and Word for an easy transition.

Yes, absolutely. Clientsby uses 256bit SSL security to protect your account and every Portals has a secret link that contain randomly and automatically generated strings—technology that Dropbox, Google and others use to ensure that the page can only be viewed by those with whom the link is shared.

We’re here for you! Please Contact us If you have any questions.