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, quotes, orders, proofs, and/or invoices. Clicking on the name of the section will display the content.

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, including quick feedback for products when customers like and/or dislike them.

Customers will also have the ability to add products to the quote builder where they can configure the product attributes and track the progress of their quote.