🔐 Proposal Client Portal Automation with AI

Taskade Genesis creates a dedicated client-facing proposal portal — with a custom domain, secure login, and a live workspace where clients can review, comment, and approve proposals without any friction or extra software. ## What Is Proposal Client Portal Automation? It's a branded workspace surface that sits between your internal proposal system and your client. Each client gets a secure login (via GenesisAuth, every plan), and you match their proposals to that login so they see only their own — no internal data exposed, no email attachments, no version confusion. ## Why Use Proposal Client Portal Automation? A professional portal signals professionalism before the client reads a single line of your proposal. - Custom domain: The portal lives at your own domain (Business+) — not a generic app.taskade.com URL. - GenesisAuth logins: Clients access their portal with their own credentials — no Taskade account required. - Live collaboration: Clients can comment on proposal sections in real time, and agents notify your team instantly. - Approval tracking: Client approvals are logged with a timestamp and linked to the proposal record automatically. - Relationship linking: Each portal instance links to the client record, proposal history, and account owner. ## Who Should Use Proposal Client Portal Automation? - Creative agencies who want a polished client experience from the first proposal forward. - Legal service firms sharing confidential scope documents securely with enterprise clients. - IT consultancies presenting multi-phase project proposals to C-suite stakeholders. - Enterprise account managers managing complex, multi-document proposal reviews. - Coaching businesses delivering program proposals and intake materials through a single branded destination. ## How To Use Proposal Client Portal Automation? 1. Clone the template from /automate and connect your custom domain (Business+). 2. Create a portal instance for each client using the Relationship field to link their proposals. 3. Enable GenesisAuth and send the client their secure login credentials. 4. Share the portal link — clients see their proposals, leave comments, and click Approve. 5. Approval events trigger your