The client portal gives logged-in customers a single dashboard for sales documents alongside support tickets and bookings.
Embed the portal
Add the shortcode [doublescale_client_portal] to any WordPress page. DoubleScale can auto-provision a published “Client Portal” page on first use.
What customers see
- Proposal status, amounts, and links to accept or view.
- Invoices with outstanding balance and pay-now links.
- Contracts and credit notes (Pro).
- Unified timeline of document lifecycle events.
- Subscriptions management (Pro).
Public document links
Even without logging in, customers use secure tokenized URLs from email to accept proposals, pay invoices, or sign contracts. The portal aggregates the same records when they are logged in.