Customer portal · from PLUS
One link for your customers: quotes, invoices, PDFs.
Each customer gets a personal link to see their quotes and invoices, accept or decline quotes and download the PDFs – no account, no password.
- Swiss data protection (nFADP)
- Daily encrypted backups
Personal link
One secret link per customer, sent by email or copied.
Accept quotes
The customer accepts or declines; you are notified immediately.
All PDFs
Quotes and invoices with the QR payment part.
Revoke any time
One click blocks the link; a new one replaces the old.
How it works
Fewer follow-up emails
Customers find everything in one place, with your logo. You see who accepted a quote and can turn it into an invoice.
- 1Create the linkClick «Portal» on the customer.
- 2SendBy email straight from Buchsnap.
- 3Get the answerAcceptance or refusal arrives as a notification.
FAQ
Frequently asked questions
Does my customer need an account?
No. The link is personal and long enough not to be guessed. You can revoke it at any time.
What does the customer see?
Only their own quotes and invoices – no bookkeeping, no other customers.
Which plan?
The portal is part of sales and included from PLUS.
Less paperwork from today.
All features free for 30 days. No credit card, no automatic renewal.