Customer Portal

Customer portal

Give customers one place to stay connected.

Give customers a direct view of estimates, orders, invoices, statements, and order history—without the email back-and-forth.

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Orders & estimatesInvoices & statementsOrder history
Customer portal statement and payment details
One sign-inOrders, account details,
and more in one place.

Simple to access

The right details, without the back-and-forth.

Customers sign in once and have what they need at their fingertips, while your team stays focused on the work. The portal is fully mobile-friendly, so the same details and actions are easy to use from any device.

  • View estimates, orders, invoices, statements, and history together.
  • Make payments without waiting for a separate link or reminder.
  • Keep customer-facing details connected to InfoFlo Print.

Customer workflow

From estimate approval to the next order.

Automatic email notifications keep customers and your team informed as every step moves forward. From estimates and art approvals to invoices and reorders, each action stays connected to the job inside InfoFlo Print.

Customer accepting an estimate through the portal

01 Estimate approval

Approve an estimate

Send estimates through the portal for customers to review and accept.

Customer viewing an active order

02 Active orders

Follow the active order

Once accepted, the estimate automatically converts into an order.

Customer approving artwork in the portal

03 Art approval

Review and approve art

Send proofs through the portal for customers to review and approve.

Customer paying an invoice in the portal

04 Invoice payment

Pay the invoice online

Send invoices through the portal so customers can pay online.

Customer viewing order history and placing a reorder

05 Reorders

Reorder from history

Let customers find past work and place a repeat order.

Everything in one place

Help customers find the details they need.

From the first estimate to the final statement, customers can access the information that matters in one familiar portal.

Customer portal estimates
Estimates
Customer portal new order
New Order
Customer portal orders
Orders
Customer portal design
Design
Customer portal invoices
Invoices
Customer portal order history
Order History
Customer portal statement
Statement

Need more than access?

Turn customer access into a branded buying experience.

For private company stores, branded ordering, and flexible checkout options, explore Digital Storefronts.

Explore Digital Storefronts

Company digital storefront

A more helpful portal

Make every customer interaction easier.

See how InfoFlo Print gives customers the visibility they want while keeping every detail connected to your shop.

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