The client portal provides your customer with a single location for their presentation and sales documents. The client portal is a dynamic link, which means that when refreshed, it will always display the most up to date information.

When the customer opens the portal link, they will find any documents you have sent them, such as the presentation, quote, or invoice. Clicking on each of the icons will open the document for them to view.

The customer can also download or print the document from within the portal.

Another benefit of the client portal being a dynamic link is that ESP+ reports real-time data about customer engagement.

On the client portal, customers can provide quick feedback for products by liking and disliking the item.

Additionally, they can add products to a cart and then use the items within that cart to place a quote request. Additionally, the Client Portal enables customers to view the customized quote and either request changes or approve quote.