Customer portal
Give customers one place to approve quotes and proofs, pay and track orders.
The customer portal is your customers' own page at your business. They sign in with a code sent to the email or mobile number you have on file, with no password to remember, and see their quotes, orders with tracking, invoices and payments. From there they can approve a quote and its proofs, pay online and ask for a new quote.
You can also send a customer a private portal link that opens their portal without signing in.
The customer portal on a phone with the balance, quotes and orders
Screenshot coming soon
Turn on customer sign-in
Share your sign-in page and add a login button to your website.
Send a portal link
A private link for one customer.
What customers see
Quotes, orders, tracking, invoices and requests.
How customers sign in
Codes, several accounts and old links.
Sign a customer out
See their devices and sign them out.
Who can do what
- Owners and admins turn customer sign-in on or off.
- Owners, admins and staff create, send and revoke portal links and sign customers out.
The customer portal is on every plan.