Feature
Onboard a client from one link
The start of a job is where most freelance admin goes wrong: the brief arrives in three messages, the billing address never arrives at all, and you find out on invoice day. Panorivo replaces that with a form you write yourself and a link you send once.
Ask for what you actually need
The intake form is yours to build. Add the questions your trade needs, in the wording you use, and make the ones you cannot start without required - so the brief that comes back is complete the first time.
- Short text, long text, dropdowns, dates and tick boxes
- Mark a question required and the form will not submit without it
- One link works for everyone, or generate a link per prospect
Answers arrive as an enquiry, not an email
A submission lands in your dashboard as an enquiry you can read, compare and act on. Accepting it creates the client record from the answers already given, so nothing is retyped and nothing is transcribed wrongly.
- Accept or decline without leaving the page
- Accepting creates the client and, if you want, their first project
- The portal invite goes out by email the moment you accept
They are set up before the first call
By the time you speak, the client has a login, their project exists, and the brief is on the record in their own words. That is the difference between a job that starts cleanly and one that starts with an argument about scope.
Common questions
- Do clients need an account to fill the form in?
- No. The onboarding link is public and takes a couple of minutes. The account only comes later, when you accept the enquiry and send the portal invite.
- Can I have more than one intake form?
- You build one proposal form, and you can generate as many onboarding links as you like from it - useful when you want to track which enquiry came from where.
The rest of it
Set up your first project in about five minutes.
Add a client, break the job into tasks, and send the quote. Free, with no card and no paid tier.