-70% On all our plans – Receive the promo code by email 😲 
The functionality available in the customer portal is a real competitive advantage. They allow you to send quotes, contracts, invoices, commercial proposals in short all your documents in a professional and personalized way.
When you send a proposal, a contract, an estimate, an invoice or any document to your client, all he has to do is click on the send email button to access the client portal.
Click on the button : send to customer ou Send to prospect According to the case.
When your customer clicks the internet. present in the email, an interface will open:
The quote is displayed with your company data and colors. Your customer can then:
- Accept or decline the quote
- After acceptance of the quote, a window will appear asking for an electronic signature.
- Once the signature is done, he can pay the invoice by credit card
Benefits for your business!
- Offer a personalized and secure space to your customers
- Get more business insights: When, By Who, How many times your quote has been read!
- Have your Djaboo quote signed online
- Pay your bills online via Stripe or PayPal.
Benefits for your customers!
- A space is automatically created for your customers as soon as it is added (they all receive their connection information by email).
Your client will have access to all of its elements (if you authorize it):
You will be able to discuss all aspects with your client, not only you, but also all of your authorized collaborators. Only the collaborators you select will have access to the documents you share.
