A signed quote inside the project
Your client signs where they already follow their project. You find the quote and the decision with the rest of the file.
Quotes and invoices
Quotes signed, invoices tracked
Your client signs the quote in their portal. You track invoices and send reminders by email, without leaving the project.
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The short answer
How do I get a client to sign a quote and track invoices in a client portal?
In XTablo, you add a quote or an invoice as a project file. Your client sees it in their portal and can approve, sign, or decline it. The signature is a simple one: name, email, and a document fingerprint. For an invoice, you mark it as paid and send the client a reminder by email.
Updated by Baptiste Belleville, founder of XTablo
At a glance
- Who it’s for
- Agencies of 2 to 5 people and freelancers who send quotes and invoices to clients.
- What your client sees
- The quote or invoice in their portal: approve, sign, or decline.
- Signature
- Simple signature (name, email, fingerprint). Not a qualified electronic signature under eIDAS.
- Tracking
- You mark an invoice as paid and send reminders by email from XTablo.
- Plans
- Included in every plan, from €49 per month excl. taxes (about $55). 7-day trial.
- Limit
- No online payment by the client and no built-in invoicing: XTablo tracks, it doesn’t issue.
Why it matters
Invoices under control
You see which invoices are paid and which are waiting. You send reminders by email from XTablo.
Reminders sent in your name
Client emails go out under your agency’s name (“Agency via XTablo”), not from an unknown sender.
How it works
- 1Add your quote or invoice as a project file.
- 2Set its type: quote or invoice.
- 3Your client opens it in their portal and approves, signs, or declines it.
- 4Mark the invoice as paid when you receive the payment.
- 5Send a reminder by email if it’s still pending.
Who it’s for
Web agency
You send the quote for a website redesign. Your client signs it in their portal, then you track the deposit and final invoices in the same project.
Freelance
You work alone with ten clients. You drop each invoice into the project and see at a glance which one hasn’t been paid yet.
SEO agency
You bill a monthly retainer. You mark each invoice paid as the months go by and send an email reminder when a due date slips.
Does a quote signed in XTablo have legal value?
XTablo offers a simple signature. It records the signer’s name, their email, and a fingerprint of the document. It is not a qualified electronic signature under the EU’s eIDAS regulation, and we don’t present it as one. It keeps a record: the client saw the document and signed it in their portal. If your contract requires a qualified electronic signature, use a dedicated tool for that document. If you’re unsure about the legal value of a document for your business, ask a lawyer for advice. The simple signature is there to record that your client reviewed and signed the quote in their portal, and the decision stays attached to the project, next to the quote itself, with the rest of the file.
Can my client pay an invoice in XTablo?
No. XTablo doesn’t offer online payment by the client and doesn’t replace your invoicing tool. You keep issuing your invoices with the tool you already use, then you drop them into the project. What XTablo adds is tracking: your client sees the invoice in their portal, you mark it as paid when the payment arrives, and you send an email reminder if needed. Those emails go out under your agency’s name. So you keep your own payment process, and you just stop digging through your inbox to find which invoice is still open. If you use an invoicing tool, it stays your system of record for issuing invoices and collecting payments.
Quotes and invoices
| Today (email, WhatsApp, Drive…) | With XTablo | |
|---|---|---|
| Sending the quote | Attachment in an email | File in the client portal |
| Client response | An “ok” by email or message | Approve, sign, or decline |
| Signature | Printed PDF, signed, scanned | Simple signature in the client portal |
| Invoice tracking | Spreadsheet or memory | Invoice marked paid in the project |
| Reminders | Email written by hand | Email reminder from XTablo |
FAQ
Is the signature a qualified electronic signature?
No. It’s a simple signature: name, email, and fingerprint. It doesn’t carry the weight of a qualified electronic signature under eIDAS.
Can my client decline a quote?
Yes. Your client can approve, sign, or decline the document from their portal.
Does XTablo issue my invoices?
No. You upload your quotes and invoices as files. XTablo is for sharing them, collecting your client’s decision, and tracking the paid status.
Can my clients pay online?
No. XTablo has no online payment for the client. You mark the invoice as paid yourself.
How do I remind a client about an invoice?
You send a reminder by email from XTablo. The email goes out under your agency’s name.
How much does it cost?
Included in every plan: Freelance €49 per month excl. taxes (about $55), Agency €79 (about $89). 7-day trial, card required.
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