Feedback

Have the ability to see what your client sees when accessing the Financial Cents portal

In my experience, most client portal tools have a "show me what the client sees" option. It would be helpful to know what they are seeing when they open the portal based on whether sections are closed or not, and when notifications go out.

Ability to add general links/resources to the client portal

Track what actions your clients are taking while they are in the Financial Cents portal

Clients expressed that it is too complicated to get in portal via mobile/on the go. It would be nice if they could sign in with a password instead of going back to their email and then back to the login.

It would be great if clients could submit requests to us through client portal as well.

Please allow a quick option to resend a client the link to access their files.

Make the title of the doc clickable so they can view and download them instead of having to go to the project or place to view them

The Adobe e-signature is complicated and has issues. Also, they have to pay extra for it. We should provide a seperate e-signature option that is embbeded into our app - https://www.pandadoc.com/api/

Consider adding a "Client View Mode" that lets users toggle to see the portal or proposals exactly as clients do. This mode will allow us to do brief proposal walkthrough videos or portal walkthrough video if any issues are experienced.