About this template

The first 100% secure client portal inside of Notion. The two-part configuration gives internal teams a separate page to work on the client project whilst also allowing you to pick-and-choose what gets shared with the client. INCLUDED: A ready-to-use template that makes the proposal writing process a flash. The integrated project timeline database creates complete synchronicity between the sales and client fulfilment team.

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Activate with AI

Use this template with your voice in three easy steps

Turn this template into an AI powered voice assistant.

Capture, organize, and get answers from this template – all with your voice.

Step 1

Create your Free Notis account.

Step 2

Duplicate this template in your Notion workspace.

Step 3

Drag and drop your template in the Notis Second Brain System page and ask notis to sync your databases.

Ready for some peace of mind?

Start offloading your brain to Notis today.

Ready for some peace of mind?

Start offloading your brain to Notis today.

Ready for some peace of mind?

Start offloading your brain to Notis today.