Clientsby makes it easy for you to quickly create professional looking documents that will 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 number of times the journey of the visitors of your Portals can be recorded on a monthly basis. Don't worry, your Portals will still be accessible after you exceed this limit.

When you sign up, you will immediately get a free 14-day trial of our Business plan to try all of the 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, Portals you shared will still be available via its link for 30 days, but you will no longer have access to your account.

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, but you will not receive a prorated refund.

If you choose annual billing you will get a reduced price by paying upfront for a full 12 months.

Clientsby takes care of typography and adapts color schema based on the selected brand color, so your document is always readable and professional looking on any device. Moreover, you will get templates with already pre-organised sections that will help you make your documents clear and professional.

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

Absolutely! You can start from scratch or easily copy any of our 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 contains 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 further questions.