Customer Portal
DrillerDB includes a customer portal where your customers can approve proposals and pay invoices.
Features
- Proposal Approval - Customers review and approve quotes
- Invoice Payments - Pay invoices online via Stripe
- Document Access - View project documents
- Quote Widget - Embeddable form for your website
Customer Experience
When you send a proposal or invoice, customers receive an email with a secure link to:
- View the proposal/invoice details
- Review line items and pricing
- Approve or request changes
- Make payments online
Topics in This Section
- Proposal Approval - Customers review and approve quotes online
- Invoice Payments - Accept online payments through the portal
- Document Access - Provide secure access to project documents