Notifications for Invoices, Estimates, and Contracts on the Client Portal

Your Client Portal helps you centralize the customer experience to a place you have full control over, including Invoices, Estimates, and Contracts. So, managing the notifications you and your customers receive for these events is in your hands. Let’s check it out!

⭐️Why Is This Feature Beneficial To Your Company?

• Improved Communications: Ensure your customers are always informed of upcoming invoices, estimates, and contract completion dates.

• Template Customization: Stay informed through tailored emails designed to highlight key document details, allowing for full customization by giving you access to Marketing Email Templates.

• Simplified Management: The notifications will redirect you or your customer back to the Client Portal for easy access and document interaction.

⭐️How To Manage Notifications for Invoices, Estimates, and Contracts on the Client Portal?

1. Navigate to the Client Portal Settings tab inside the Sites section and access your Email Settings.

   

2. Check the box next to the notifications you want to enable.

   

3. To switch the template used for the notification, click the Default Template Icon.

   

4. Select one of your previously created templates from the dropdown menu, then click Save.

   

And there you have it, now you and your customers will receive an email notification whenever an Invoice, Estimate, or Contract is sent out to them. Keeping every recipient in the loop and helping you improve your completion rates directly from your Client Portal.