Documents Option on Client Portal
As your Client Portal has all main things, it would be awesome if we could upload documents which the clients could see on the portal, this would be great for service industries who need to give clients some fixed deliverables, so such deliverables can be submitted using the portal and client can accept or reject on the portal.
22
votes
CA Mikdad Merchant
shared this idea
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James
commented
this is very necessary. now we are still using files sent by email and creating chaos. please add this asap. best would be picker with workdrive integration for us zohoone users. but if you want to do an attachment in books, that is fine too. Vendors also must have the option to attach as well.
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Dave Owers
commented
Yes- we also need to be able to attach data sheets to estimates which we cannot do currently