BUSINESS TOOL
Client Portal: Approvals Without the Phone Tag
Proof review, digital approval, reordering, product catalogue
Start 29€/month, cancel anytime
THE PROBLEM
Approvals via WhatsApp
The client needs to approve artwork. You send a PDF. They reply on WhatsApp: 'Looks good.' But what exactly did they approve? Which version? When?
Without documented approval, you carry the risk
THE SOLUTION
Professional customer portal
Dashboard, proof review, digital approval
Reorder function and product catalogue
- ✓Self-service
- ✓Proof review
- ✓Reorder
- ✓Product catalogue
- ✓White-label
How it works
Invite
By email with login link
Upload proof
Client sees the preview
Approval
Digital with timestamp
Reorder
From the catalogue
Approvals via WhatsApp or email are neither professional nor legally secure — and they cost time through endless follow-ups. The client portal gives your clients their own space: proof review, digital approval, order history and reorders — without calling you
Self-service for your clients
Client receives a personalized portal link — no password needed, access via magic link
Proof files are displayed in the browser with zoom and commenting functionality
Digital approval with timestamp — legally documented and stored in the job file
Reorders and order history — the client can reorder known items directly
YOUR BENEFITS
- ✓No more approvals via WhatsApp or email
- ✓Timestamp-documented approvals protect against complaints
- ✓Clients can work around the clock — not just during your office hours
- ✓Reorders without follow-up questions through saved product configurations
- ✓Professional appearance towards corporate clients
19
KI-Module
30s
zum Angebot
17
Sprachen
29€
/ Monat
Frequently Asked Questions
Does the client need an account?
No. Access is via magic link sent by email. No registration, no password
Which file formats can be uploaded as proofs?
PDF, JPG, PNG and SVG are displayed directly in the portal. Other formats as download
What happens after digital approval?
The job status in PlotonIQ automatically switches to "Approved". All parties are notified
Can I customize the portal with my logo?
Yes. Logo, colors and welcome text are customizable. The portal appears under your domain