Portal Pack
Give customers, partners, and vendors self-service access to their data: orders, invoices, tickets, projects, and documents. Reduce support load and increase satisfaction.
The Problem
Customers constantly emailing for order status, invoices, or service updates drains your team's time and creates inconsistent communication.
What Portal Pack Does
Customer Self-Service
Customers view orders, download invoices, track shipments, and submit support tickets without calling.
Document Sharing
Share quotes, contracts, manuals, and reports securely through the portal.
Project Collaboration
Clients view project status, approve deliverables, and message your team.
Role-Based Access
Show each user only the data they're allowed to see: customer, partner, vendor, or employee.
Key Features
User Accounts
Secure login with email/password or OAuth
Document Library
Download invoices, reports, and files
Ticket System
Submit and track support requests
Calendar View
See appointments, bookings, and deadlines
Analytics
Personal dashboards with key metrics
Secure Sharing
Granular permissions per user or group
Best For
- B2B companies with repeat customers needing order history
- Service businesses that want customers to self-serve
- Organizations reducing support ticket volume
- Teams collaborating with external partners on projects
- Companies aiming to digitize customer communications
Business Benefits
Odoo Integration
Portal Pack integrates deeply across Odoo to surface exactly the data your customers need:
Sales Integration
Customers view their sales orders, quotations, and can accept/reject quotes online.
Accounting Integration
Customers access invoices, payment history, and can make payments via integrated gateways.
Helpdesk Integration
Submit and track support tickets directly from portal. No separate helpdesk login needed.
Project Integration
Clients monitor project progress, approve milestones, and view deliverable files.
Example Workflow
Customer Login
Customer receives invite, sets password, and logs into branded portal.
View Dashboard
See recent orders, open invoices, active projects, and support tickets at a glance.
Order Status
Click an order to see detailed status, tracking numbers, and associated invoices.
Submit Ticket
If issue arises, fill out ticket form with attachments. Team gets notified.
Communicate
Reply to messages from your team directly in portal thread. No email chains.
Close Loop
Ticket resolved, customer approves, and satisfaction collected automatically.
Want Portal Pack for your customers?
Give your customers the self-service experience they expect. Reduce support load and increase loyalty with a branded portal.
Request Demo