Customer Portal

Give customers self-service access to their quotes, invoices, and contracts via secure signed links.

19.1 How It Works

1. On a customer profile, click Portal Link
2. A signed URL is generated (no login required)
3. Share the link with the customer
4. The customer can:
   • View their dashboard
   • Review and accept/decline quotes
   • View and download invoices
   • View and download contracts
   • See payment history

Portal availability notes:

• The portal only shows document areas that are provisioned for the tenant
• If invoices, contracts, or payments are not available in that tenant’s CRM schema, those sections are hidden or unavailable
• Expired quotes cannot be accepted from the portal

19.2 Security

• Links are cryptographically signed — they cannot be guessed or tampered with
• Links are rate-limited (60 requests per minute)
• No authentication required — the signature is the access token