What customers see first
After you invite a customer, they get a login. They land on their own dashboard — only their jobs, only their data.
What to do
From any customer's page, click Invite to Portal. They sign in at the link in the invite email.
Why it matters
Customers stop emailing you for status updates — they just check the portal.
Job history & reorders
Customers can see every job they've ever had — and click Reorder to start a new quote based on a past job.
What to do
Customers click any past job and pick Reorder. The reorder lands in your dashboard as a fresh quote.
Why it matters
Repeat business is the easiest revenue. Making it one click captures more of it.
Proof approvals — no more email back-and-forth
When a job is in Prepress, customers see the proof in their portal and click Approve or Request Changes.
What to do
Upload a proof to any job in Prepress. The customer sees it instantly in their portal with a 1-click approve button.
Why it matters
Approvals are time-stamped and logged. No more "I never got that email" disputes.
Built-in AI assistant
Customers can ask questions in plain English — "how long until my order ships?", "what was my last invoice total?" — and get answers from their data.
What to do
Customers click the chat bubble in the portal corner. The AI answers with their actual data.
Why it matters
Cuts down inbound "where's my order" calls. Your team handles fewer status questions, focuses on real work.
New job requests
Customers can submit new job requests from the portal. Those land in your dashboard as draft quotes.
What to do
Customers click New Job in the portal and fill the form. The request shows in your dashboard's Quote column.
Why it matters
You give customers a self-service door to start work, without giving them direct access to your full system.
Self-service for your customers 🔐
Now let's see what happens once a job moves from Quote to Production.