1
Secure, branded viewing links
3 key capabilities
- Send customers a public link to view their documents online.
- Protect access with validation tokens for secure login-free access.
- Keep the experience branded to the workshop identity.
Customer Portal
Panel Beating Customer Portal Softwarefor South African panel beaters.
Give customers a simple, branded link to view quotes and invoices online, accept or decline work, complete approvals, and download professional documents, all through secure token-validated access.
Customer portal capabilities
Panel Beating Customer Portal Software capabilities
Built to reduce resend admin, speed up approvals, and keep customer-facing documents secure, consistent, and current.
2
Quote viewing experience
3 key capabilities
- Let customers view quotes online with clear totals and breakdowns.
- Ensure customers always see the latest quote version shared by the workshop.
- Reduce confusion caused by multiple PDFs being sent back and forth.
3
Online quote actions
3 key capabilities
- Allow customers to accept quotes online directly from the secure link.
- Allow customers to decline quotes online through the same flow.
- Optionally capture decline reason when enabled in workflow settings.
4
Invoice viewing experience
3 key capabilities
- Give customers secure invoice viewing links.
- Keep access simple with no account requirement.
- Reduce resend requests and invoice access friction.
5
Document view tracking (shop benefit, customer-friendly)
3 key capabilities
- Record when customers open and view quote or invoice documents.
- Use view signals to follow up at the right time without pestering.
- Improve response timing with timestamped visibility.
6
Downloadable professional documents (PDF)
3 key capabilities
- Allow customers to download branded Quote and Invoice PDFs.
- Support workflow-based access to Clearance, Final Costing, and WIP PDFs where applicable.
- Keep document output consistent and professional across every interaction.
7
Digital clearance signing (release and handover)
3 key capabilities
- Let customers open a clearance link sent by the workshop.
- Support digital signing or signed PDF upload, based on process requirements.
- Capture signature or upload with timestamp for auditable record-keeping.
Customer portal workflow
How secure links turn approvals into action
This flow gives customers immediate access while giving workshops clean visibility and reliable documentation records.
1
Share a secure portal link
Send a branded token-validated link so customers can open quote and invoice documents immediately without login.
2
Customer reviews and acts
Customers view the latest quote or invoice, then accept or decline work and complete required approval actions.
3
Portal captures document signals
Track view timestamps and customer actions so your team can follow up at the right moment with less admin friction.
4
Complete documentation and handover
Support PDF downloads and digital clearance signing so final records stay complete, professional, and auditable.
Built for frictionless approvals and cleaner follow-up
The PanelDesk customer portal makes approvals and documentation frictionless: secure links, clear documents, fast actions, and fewer admin headaches for both the workshop and the customer.
What the workshop gets
Faster approvals so jobs can start sooner.
Fewer resend requests and less admin time.
Proof of document delivery through view tracking.
Cleaner audit trail for approvals and clearance.
More professional customer experience without extra effort.
What customers can do
Open a secure link without logging in.
View quotes online.
Accept or decline quotes online.
View invoices online.
Download quote and invoice PDFs.
Complete clearance signing by signature or upload when requested.
Access workshop-branded documents that stay consistent and current.
Customer Portal FAQ
Public Customer Portal FAQs
Answers to the most common questions workshops ask about secure customer-facing document access and approvals.
Ready to modernise your customer-facing workflow?
Start your free trial and give customers secure portal access for quote decisions, invoice viewing, approvals, and professional documentation.
Explore related workflows: Quoting and Invoicing.
Start your free 30 day trial