Customer Portals

You can specify the information that is visible to each customer, and choose from different modules as well as the statuses within them. For example, one customer could view quotations, invoices and eForms, where as another may not have access to eForms.

You can configure your own unique sub-domain for each customer to access their portal.

Provide your customers with access to every quote that you have ever created for them. Customers can filter each quote based on any status that you have created with the software.

Your customers can download a quote and also view and download any files that have been uploaded as a shareable document.

Your customers have access to any sent, approved and paid invoices, with the option to download a copy for reference. Any documents that have been uploaded alongside an invoice are visible and can be downloaded.

Information that is visible includes:

• Invoice date
• Reference number
• Status
• The total amount of the invoice

Each eForm that has been created for a particular customer can be viewed by them, customers can view and approve any unsigned eforms direct from the portal.

View any supporting documentation that has been added to the eForm, with the added option of downloading the files.

Provide your customers with a list of assets that they have purchased from you. If you have a customer with multiple locations, you can specify where that asset was shipped to.

If an asset needs to be serviced on a regular basis the customer can see the next service date.

Any documents that are related to your customers can be made accessible through the customer portal. When uploading documents within Zigaflow, you can either upload them internally or make them accessible to the customer.

Documents can be grouped together with types, which then groups the files together on the customer portal.