Client Portal
Give your customers their own window into orders — and stop being a switchboard.
A white-labeled, branded portal where your customers log in to view active quotations, accept or reject proposals, track live order status, download invoices and dispatch documents, and raise support tickets — all without calling your sales team.
THE FLOW
How the work moves through the system
STEP BY STEP
Same flow, in plain language
- 1
Customer receives login credentials when their first quote is shared via portal.
- 2
On login, customer lands on a dashboard: active quotations, in-progress orders, recent dispatches.
- 3
Quotation view: full line-item detail, accept / reject / request-revision actions, and a comment thread that loops back to your sales team in-app.
- 4
Order tracking: live timeline of stages — Confirmed → In Production → QC → Dispatched → Delivered — with expected dates and any flags.
- 5
Document library: every invoice, dispatch challan, and certificate downloadable on demand — no email archaeology.
- 6
Support tickets: raise an issue, attach photos, get a tracked SLA-bound response.
- 7
Mobile-responsive — your customer's plant manager checks status from the shop floor.
WHAT YOU GET
Capabilities that ship with the module
White-label branding
Portal carries the supplier's brand colors, logo, and domain — feels like a premium part of the relationship.
Self-service quote acceptance
Customers accept proposals in-app with audit log — closes deals faster than email-PDF cycles.
Live order timeline
No more status calls — customers see the truth themselves, sales team gets hours back.
Document library
Invoices, challans, and certificates downloadable any time — accounts payable processing accelerates.
Tracked support tickets
Issues get an SLA, an owner, and a paper trail — no more "I emailed you last week" disputes.
Mobile responsive
Works on the phone of a plant manager standing next to a delayed shipment.
CONNECTS WITH
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