Keep the conversation moving
Authorized clients can open tickets, reply and add attachments. They can follow the conversation without forwarding email threads.
Back to featuresClient portal
Client collaboration
Give clients a place to follow their work
Give clients access to their requests and business documents through a dedicated portal, with the workspace’s branding and configured access permissions.
Move quotes and contracts forward
Clients can review and accept or decline quotes, and sign eligible contracts in the portal.
Make invoice payment accessible
Clients can review invoices and pay online when the workspace has a configured Stripe connection.
Share useful answers
Clients can search and read knowledge articles published to the portal, then leave a rating and comment.
Make the portal familiar
Set the workspace logo, colors and welcome text. Configure portal access for the contacts you serve.
Works with
Continue the work across UnifyDesk product areas.
Integrations
Stripe Connect
Available
Accept invoice payments through your connected Stripe account.