Client Portal Notifications for Invoices, Estimates, and Contracts in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

The Sparkforge Client Portal sends automatic email notifications when invoices, estimates, or contracts are shared. Owners control templates and global toggles; users tune per-event preferences in their own settings.

The Client Portal in Sparkforge sends automatic email notifications when invoices, estimates, or contracts are shared with a client. Owners decide which document types trigger emails and which template each one uses; users decide which alerts they actually want to receive.

What Notifications Cover

Invoices shared with a client
Estimates sent for review or signature
Contracts sent for signature
Community group activity (invites, comments, role changes)
Course unlocks, payment confirmations, and subscription changes

Enable Notifications (Owners)

Open Sites > Client Portal > Settings (or Memberships > Client Portal > Settings).
Click Email Settings > Client Portal.
Toggle email notifications on or off for Invoices, Estimates, and Contracts independently.
Click the eye icon to preview the active template for each document type.
Click Default Template to swap or edit the template used for that notification.

Manage Notifications (Users)

Users open the same Client Portal settings page from their account, then choose Email Settings. From there they can fine-tune four groups of alerts.

Community Notifications

Group invitations: notice when added to a group
Membership status: joined, approved, declined, removed, added to a private channel
Engagement: comments, replies, likes, tags, reported content
Events: reminders and new calendar events

Learning Notifications

New courses added to the group
Course unlocks based on time, level, or private channel access
Permission to start group learning

Subscription and Payment

Group payment success and subscription cancellation (user and admin)
Course payment success and subscription cancellation (user and admin)

Role Changes

Member role upgraded inside a channel
New group ownership assigned

Where Documents Live

Every shared invoice, estimate, and contract appears inside the Client Portal under the documents section. Clients sign in once and see everything in one place instead of digging through email.

Frequently Asked Questions

Can I use a different email template for each document type?

Yes. Owners can set a separate template for invoices, estimates, and contracts in Email Settings.

Can users opt out of notifications?

Yes. Users open Email Settings inside the Client Portal and toggle individual alerts on or off.

Can owners disable notifications for everyone at once?

Yes. Toggle the document type off in the owner-side Email Settings and the system stops sending those emails account-wide.

Where do clients find shared documents?

Inside the Client Portal under the documents section. Each invoice, estimate, and contract is listed there with status.

Do role-change emails cover private channels?

Yes. Users get a separate alert when their role is upgraded inside a specific channel.