The Client Portal offers an alternative way to manage multiple documents in a single location for your clients. Whether you are collecting a signature on a Contract, Proposal or BEO the client can receive these for review and signature via email and in their Portal.
Here's how it works:
Proposals
A proposal will appear in the client portal when the client is assigned and/or added as a signer in Planning Pod and you send the proposal for signature.
Your client will receive an email asking them to sign in to review/sign
An "Action Required" indicator will show up in the client portal asking them to review and sign.
A PDF of the completed Proposal will show up in the portal for them to review as needed.
Contracts:
A Contract will appear in the client portal when the client is added as a signer in Planning Pod and you send send to collect signature.
Your client will receive an email asking them to sign in to review/sign
An "Action Required" indicator will show up in the client portal asking them to review and sign.
A PDF of the completed contract will show up in the portal for them to review as needed.
BEOs:
A BEO will appear in the client portal as soon as they have an active event with a BEO. You must add the client as a signer to the BEO to require a signature or it will only be available for review (with no signature).
Your client will receive an email asking them to sign in to review/sign
An "Action Required" indicator will show up in the client portal asking them to review and sign.
The BEO will show up in the portal for them to review as needed.
