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CUSTOMER PORTAL

Integrated. Not bolted on.

Your customer reads the proposal, comments on the speaker selection, asks about the timeline, and accepts — all in one place that's tied directly to the bid's audit trail. The thread never leaks into email.

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Customer portal — proposal view

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WHAT YOUR CUSTOMER GETS

A portal that respects their time.

Inline proposal comments

The customer reads the proposal, asks “what's the difference between zone 3 and zone 4?” right on the line item. Your team replies in the same bid — the thread doesn't escape into email.

Accept or request changes

Accept-with-signature flow when the customer is ready. Request-changes flow when they're not. Either way, the next state of the bid is captured — no “did they say yes on the call?” ambiguity.

Share-token links

Send a one-off read-only link to a non-portal client (the architect, the GC, the spouse) without provisioning a full account. Tokens expire on a schedule you set.

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Full audit trail

Every login, every comment, every revision the customer sees — timestamped, IP-stamped, lined up alongside the operator-side changes. Closed-loop accountability.

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Payment plan visible

If the proposal includes a multi-installment payment schedule, the customer sees it in the portal too — deposit, progress, final. No follow-up “when is the next payment due?” email.

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Real auth, not magic links

Email + password with PBKDF2-SHA256 hashing (600k iterations) and HIBP breach checking. Customers can't pick passwords from a known breach corpus.

WHY THIS MATTERS

Every comment lands in the audit trail.

The reason customer feedback gets lost in this industry isn't that customers don't talk — it's that the talk happens in three different inboxes, two text threads, and a phone call that nobody wrote down. By the time you're trying to remember whether they said yes to the wireless rear surrounds, the answer is in someone's deleted folder.

BidGlory's portal puts the conversation on the same page as the bid. Every comment is permanently associated with the line item it was about. Every revision is dated. Every acceptance is signed. When the install crew shows up six months later and the customer says “but I never agreed to that,” you have receipts that don't require an email-archaeology dig.

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Customer view — comments inline

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Audit trail — operator side

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★ FREE 30-MINUTE DEMO

Show your customer the portal.

On the demo we'll spin up a sample bid, log in as a customer alongside you, and walk the round-trip — comment, reply, accept.