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Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client Portal
    • Propovoice 1.5
  • Roadmap
  • Pricing
  • Resources
    • Blog
    • Documentation
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    • Facebook Community
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Client Portal

Table of Contents
  • Enabling Client Portal Feature
  • Accessing to Client Portal
  • Client Portal
    • Estimates
    • Invoice
    • Project

Propovoice CRM now has the feature to allow your Clients to view their projects, estimates, invoices, and many more! In this documentation, we will walk you through the process of enabling the Client Portal feature for your clients so that you can have better business relationships and transparency.

Enabling Client Portal Feature #

Please note that Client Portal is a premium feature and you will need Propovoice Pro. To enable the feature, navigate to Propovoice Dashboard. From the menu, click on Clients. Now, click on the Action options. From the Actions, click Edit.

Image 5

You will see a new option called “Client Portal Access” at the bottom of the Edit modal. Toggle the option On. Lastly, Save settings.

Image 7

Accessing to Client Portal #

Your client will receive an email in their inbox with the credentials and access link of the Client Portal. The email will look like this.

Image 10

In this Stage, your client needs to click on the Login URL and insert the credentials to access the portal.

Image 11

Client Portal #

After logging in, your client will be able to view their estimates, invoices, and projects. They can also change the password for better security.

Propovoice Client Portal Documentation

Estimates #

Your client can view all their estimates and their statuses.

Image 13

They can also Accept estimates directly from the portal. For this, they need to click on the Action option beside the Estimate and click Preview. It will open a new window with the Estimate which they can Accept or Decline.

Image 14

Invoice #

Your client can view all their invoices and their statuses in the Invoice menu. They can also preview, download and print the invoices when needed.

Image 15

Project #

All the projects assigned to your Client will be visible in the Project menu.

Image 16

They can see the overview of the project and change certain settings as well. They can also add tasks & activities, notes, files, invoices and estimates.

Image 17

Changing Password

Clients can change their password by visiting the Settings menu.

Image 18
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Updated on May 5, 2023
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Table of Contents
  • Enabling Client Portal Feature
  • Accessing to Client Portal
  • Client Portal
    • Estimates
    • Invoice
    • Project

Propovoice is the best WP CRM+Invoicing plugin for small to mid level businesses and freelancers. It is tailored to giving small to mid level businesses and freelancers the highest priority. Its easy-to-use functionalities and aesthetic design set it apart from other CRM plugins.

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