Client portal
Your customer accepts online
One secure link per quote: view, accept, decline — no customer account. In development; Early Access users see it first.
The fastest go-ahead is the one that asks nothing of your customer. The client portal turns your quote into a link: the customer opens it from the e-mail, sees line items and PDF — and accepts with one click or declines with a reason. You see when it was opened and get the decision the moment it happens.
Today, acceptance in DasHandwerk.xhub runs by e-mail: quote out as PDF, short confirmation back, status set on the quote — cleanly documented, but with a writing step for the customer.
The portal is in development: first comes quote acceptance by link (no account, with an audit trail), then the invoice view with payment status. We only advertise it as available once it ships in the app.
No. 2024-119
Hauptstraße 12 · 86150 Augsburg
How it works
Send the quote
Like today: quote done, e-mail out — soon with a portal button next to the PDF.
Customer decides
View, accept or decline with a reason — no account, on the phone too.
You know immediately
Status change and notification the moment the decision is made — honestly: this part is being built right now.
What this means for you
A link instead of an account
No login, no password: the customer clicks the link from the e-mail and is in — time-limited and revocable by you at any time.
One click to the go-ahead
Accept with confirmation, decline with a reason — you hear about it immediately and read the reason instead of interpreting silence.
A decision with a record
Opening, acceptance and timestamp are logged — documented instead of verbal, good for any later discussion.
Ready for more
Later the invoice, payment status and proof of work hang on the same link — one job, one place for your customer.
The client portal is in development and not yet available — we only advertise what the app can actually do. Once it is live, you will read it here first.
Frequently asked questions
Does my customer need an account or an app?
No. The plan is a secure, time-limited link per quote — a click from the e-mail is enough, on the phone too. No login, no installation.
Is the client portal available yet?
Not yet — it is in development. Until then, acceptance works as usual by e-mail confirmation, and you set the status on the quote.
Is an online acceptance even binding?
For typical trade contracts an informal acceptance is usually sufficient — a logged click confirmation documents it better than a phone call. Where special form requirements apply, the old rule holds: when in doubt, in writing.