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Client Self-Service Portal
The client self-service portal — clients submit tickets, view invoices, accept proposals, browse devices, and access documents without contacting your team.
2 articles
1
How the Client Self-Service Portal Works
What clients can do on the portal, how portal accounts differ from staff accounts, and how the portal connects to tickets, invoices, and documents.
2
Send a Quote for Customer Approval
Share a quote via the customer portal for digital approval and e-signature.
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