Review the agreement
Share the agreement and its available supporting files so the customer can review the detail before signing.
Customer portal
Share the record.Keep the response.
Give the customer a clear route to an agreement or invoice. Keep the document, their decision and the next office action connected.
The customer view
The right document.Ready to review.
Start with the record that needs a response. An agreement and an invoice each have a customer view with the information relevant to that document.
Explore Rental
Explain the invoice
Show the billing period, line items, taxes, total and remaining balance with a downloadable PDF.
Keep the response with the record
Return an approval, dispute or supported signature to the internal record, where the office can follow up.
From review to response
A clear answer.A useful next step.
Give the customer a way to respond without starting another disconnected email thread.
Approve or raise a question
The invoice view supports approval or a dispute with a named response and the comment needed to explain it.
Sign supported documents
Capture the name, signature and signing time on the supported agreement or invoice workflow.
Follow the document history
The team can review link activity and the recorded decision from the document they already work with.
Control the handover
Specific access.A defined boundary.
Customer links are scoped to their documents. Agree who receives them and when their access should end.
Choose the document
Share a specific agreement or invoice rather than exposing the internal workspace.
Manage the link
Use expiry and revocation to keep the handover under the team’s control.
Plan the wider workflow
If the rollout needs customer-wide equipment, document or request access, include that scope in the pilot discussion.
Does a customer link open the whole workspace?
No. The current document links give access to the agreement or invoice shared through that link. They do not grant access to the internal workspace.
Can the customer pay by card through the invoice link?
The customer view supports document review, decisions and supported signatures. A payment processor or card collection is not implied; agree any payment integration separately.
Can we discuss a broader customer portal?
Yes. Bring the equipment, documents and requests your customers need to see. We will define the access and workflow scope before agreeing the rollout.
Bring one customer handover.Make the next step clear.
Walk through an agreement, an invoice and the response your team needs to receive.
Discuss customer access