Customer portal
Your customer opens, signs and downloads from one link.
Your customer opens their quotes and invoices in their own portal, without a password: a secure link in the email is enough. You see what happens to every document.
Quotes and invoices, without a password
With every quote or invoice, your customer gets a secure link. It shows them all their documents and their status: paid, partly paid or overdue. They download every document and attachment in one click.
Your customer signs a quote right in the portal, with a drawn or typed signature. Or they decline it, and then you know that too.
Paid with the structured reference
Your customer pays with the structured payment reference the app creates for each invoice. With a bank connection, that payment is matched automatically.
You know what your customer does with your document
For each document, the app keeps track of whether it has been emailed, opened, viewed and downloaded. In the sending history you see who received what, when, and whether it arrived.
What it gives you
- One link, every documentNo password, with the status shown.
- Signed onlineQuotes are signed in the portal.
- Structured payment referenceOn every invoice, created automatically.
- You see what they openEmailed, opened, viewed and downloaded.
Give your customer everything in one place?
Create an account and send your first quote or invoice.