I send my clients things like handover documents and website healthcheck reports. At the moment I write these up as proposals but they're not really a proposal document, more of a general one. It would be good if we could have a documents tab on the client portal that allows this function and be able to create document templates like we can with proposals.

On the client page it would be really useful to have a tab called Files where all files uploaded for that client, whether from projects, or from forms or requests they've sent in, can all be visible. This is something I had when I used to use Asana and it was pretty handy. At the moment I have to remember which deliverable / project / client note I attached something to!

The ability to upload files for the client, or the client to upload files, that then can be sorted in a folder system and accessed by us from their profile, and by the client from their portal. Would be cool to also be able to toggle whether files/folders are visible to the client or not so we can store internal things also.

I can upload files to deliverables, but they're random. I would like to create folders that I can upload files to so my client can more easily find the asset they are looking for. It also makes me appear more professional and organized.