CUSTOMER PORTAL
Your customer reads the revision you sent, asks about the speaker on line 12, requests a change, and signs — all in one place that's tied directly to the bid. The thread never leaks into email.
WHAT YOUR CUSTOMER GETS
Every line on the portal has an “Ask about this line” link. The question stays attached to that line, shows up in the bid's Customer comments with the line named, and your team answers from the bid — the thread doesn't escape into email.
The customer types their name and ticks the consent box to sign — the name, the time, the revision and a fingerprint of the exact PDF they approved are recorded. Not ready? Request changes with a note; the bid shows the request until you send an update.
Edits stay private until you press Send update. The customer sees “Revision 3 · sent October 9” — what was actually sent — and the earlier revisions' PDFs stay available on the page.
Send a private link to someone without a portal login. Pick how long it works, extend it without a new URL, and untick Sign & approve for a view-only link for the architect, the GC or the spouse.
Sign-ins, proposal opens, comments, change requests, sends and the signature — timestamped in one timeline on the bid, with the address each customer action came from shown to administrators.
If the proposal carries a payment plan, the customer sees it under the totals — each payment's percent, amount and due date, split across the same grand total the PDF prints.
Email + password with PBKDF2-SHA256 hashing (600k iterations), and a breach-corpus check when a portal password is set. Customers can't pick a password from a known breach.
WHY THIS MATTERS
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. A question about a line stays attached to that line. Every revision you send is kept and dated. Every approval records who signed, when, and which revision. 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.
ON THEIR PHONE
★ FREE 30-MINUTE DEMO
On the demo we'll spin up a sample bid, log in as a customer alongside you, and walk the round-trip — question, reply, revised send, signature.