Client Portal

The Figur Client Portal provides a professional, branded interface for sharing quotes with clients. Clients can review quotes, approve projects, and communicate feedback without needing monday.com access.

Overview

The client portal offers:

• Professional Presentation - Clean, branded quote displays
• Interactive Review - Clients can explore services and pricing
• Approval Workflow - Built-in approval and feedback system
• Communication Hub - Centralized client communication
• Mobile Responsive - Works on all devices

Sending Quotes to Clients

Creating Portal Links

1. Generate Quote - Complete discovery and quote generation
2. Review & Adjust - Finalize pricing and add client notes
3. Send to Client - Click the Send to Client button
4. Customize Message - Add personalized message and instructions
5. Generate Link - Create unique portal URL for the client

Link Options

• Public Link - Anyone with the link can view (no login required)
• Secure Link - Email verification required for access
• Time-Limited - Link expires after specified period
• Password Protected - Additional security layer for sensitive projects

Client Experience

Quote Display

Clients see a professional layout with:

• Project Overview - Summary of work and timeline
• Service Breakdown - Detailed description of each service
• Pricing Summary - Clear cost breakdown and totals
• Timeline - Project phases and delivery schedule
• Next Steps - What happens after approval

Interactive Features

• Service Expansion - Click to view detailed service descriptions
• Pricing Details - Transparent cost breakdowns (if enabled)
• Timeline View - Visual project timeline with milestones
• Document Attachments - Additional files or specifications

Approval Process

Client Actions:

• Approve Quote - Accept the quote as presented
• Request Changes - Provide feedback on specific items
• Ask Questions - Message the team for clarification
• Download PDF - Save quote for records

Approval Workflow:

1. Client reviews quote details
2. Requests changes or approves
3. Team receives notification
4. Project kickoff or revision process begins

Branding and Customization

Brand Elements

The portal automatically includes your brand:

• Logo Display - Your company logo prominently featured
• Color Scheme - Uses your brand colors throughout
• Typography - Professional fonts matching your style
• Contact Information - Your business details and links

Customization Options

Header Customization:

• Company logo and name
• Contact information
• Navigation links
• Brand messaging

Content Customization:

• Welcome message
• Service descriptions
• Project details
• Timeline information

Footer Customization:

• Social media links
• Additional contact methods
• Legal information
• Privacy policy links

Communication Features

Messaging System

Built-in messaging allows:

• Client Questions - Direct communication about the quote
• Team Responses - Professional replies from your team
• File Sharing - Attach additional documents or images
• Comment History - Complete conversation record

Notification System

Automatic notifications for:

• Quote Sent - Client receives quote notification
• Client Views - Team notified when client opens quote
• Approval Received - Instant notification of quote approval
• Change Requests - Alerts for client feedback

Security and Access Control

Access Management

Link Security:

• Unique URLs - Each quote gets a unique, unguessable link
• Access Logging - Track who views quotes and when
• Revocation - Disable access at any time
• Expiration - Set automatic link expiration

Data Protection:

• SSL Encryption - All data transmitted securely
• Privacy Controls - Client data never shared
• Compliance - GDPR and privacy regulation compliant
• Data Retention - Configurable data retention policies

Privacy Options

Visibility Controls:

• Pricing Visibility - Show or hide detailed pricing breakdowns
• Internal Notes - Keep internal comments private
• Service Details - Control level of technical detail shown
• Contact Information - Choose what contact details to display

Managing Client Interactions

Monitoring Portal Activity

Track client engagement with:

• View Count - How many times quote was viewed
• Time Spent - How long client reviewed the quote
• Click Tracking - Which services or sections were explored
• Download Activity - PDF downloads and saves

Follow-up Strategies

Best Practices:

• Timely Follow-up - Contact clients 2-3 days after sending
• Value Reinforcement - Emphasize benefits and ROI
• Objection Handling - Address concerns proactively
• Next Steps - Clear guidance on approval process

Integration with Workflow

Monday.com Updates

Portal activities automatically update monday.com:

• Quote Status - Changes to "Sent" when portal link created
• Client Activity - Notes when client views or interacts
• Approval Status - Updates when client approves or requests changes
• Communication Log - Messages synced to monday.com records

Project Handoff

After client approval:

• Project Creation - Automatically create project tasks
• Timeline Setup - Initialize project schedule
• Team Notifications - Alert relevant team members
• Client Onboarding - Begin client onboarding process

Advanced Features

Multi-Quote Projects

For complex projects:

• Phase-Based Quotes - Separate quotes for project phases
• Add-On Services - Optional services clients can add
• Change Orders - Formal process for scope changes
• Version Control - Track quote revisions over time

Client Self-Service

Empower clients with:

• Service Modifications - Add/remove services (if enabled)
• Timeline Adjustments - Request schedule changes
• Budget Management - View and approve additional costs
• Document Upload - Share project files and assets

Analytics and Reporting

Track portal performance:

• Conversion Rates - Quotes sent vs. approved
• Engagement Metrics - Client interaction patterns
• Response Times - How quickly clients respond
• Revenue Impact - Portal-driven revenue tracking

Troubleshooting

Common Portal Issues

Client Can't Access Link

• Verify link is correct and not expired
• Check if link was revoked accidentally
• Ensure client is using a modern browser
• Try generating a new link

Branding Not Displaying

• Verify branding is configured in onboarding
• Check logo file format and size
• Ensure brand colors are properly set
• Contact support if issues persist

Messages Not Sending

• Check email notification settings
• Verify client email address is correct
• Check spam/junk folders
• Test with a different email address

Approval Not Recording

• Refresh the quote page and check status
• Verify client actually clicked approve
• Check for network connectivity issues
• Contact support for technical assistance

Performance Issues

Slow Loading

• Large quotes with many images may load slowly
• Check internet connection speed
• Try refreshing the page
• Consider breaking large quotes into phases

Mobile Display Issues

• Ensure responsive design is working
• Test on different mobile devices
• Check browser compatibility
• Report specific issues to support

Best Practices

For Professional Presentation

1. Complete Branding - Ensure all brand elements are configured
2. Detailed Descriptions - Provide comprehensive service information
3. Clear Pricing - Transparent cost breakdowns build trust
4. Professional Messaging - Use clear, professional communication

For Client Success

1. Set Expectations - Explain the portal and approval process
2. Provide Context - Include background information about the project
3. Be Responsive - Quickly respond to client questions and feedback
4. Follow Up - Proactively communicate after sending quotes

For Security and Privacy

1. Use Secure Links - Enable appropriate security measures
2. Monitor Access - Track who views quote information
3. Control Visibility - Limit sensitive information when appropriate
4. Regular Maintenance - Revoke old links and update permissions

Next Steps

• Using the Item View - Complete interface guide
• Quote Generation - Creating accurate quotes
• Branding Customization - Portal appearance setup
• Best Practices - Advanced workflows

Need Help?

For client portal issues or questions:

• Contact support@figur.one
• Check our troubleshooting guide
• Review branding setup for appearance issues