Customers lose emails. A portal gives them one address for everything you have quoted, which removes the most common reason a quote goes quiet.
What's Included
- One link per customer showing their open and historical quotes.
- Accept, decline, or ask directly on each quote.
- Documents in one place including accepted scopes and past work.
- An assistant that answers their questions from their own records only.
How To Use
- Give each customer their own login and match their records to it.
- Test with a second account before you send the first link out.
- Keep historical quotes visible. Repeat customers reorder from them.
- Let them ask a question in the portal rather than in a reply chain.
Add your own domain on Business plans and above, and extend the portal with client portal prompts.