Customers

The customer portal

Each job can have its own private link for the customer. They see the job's lines and proofs, never your prices, and they send artwork, approve proofs and ask questions there instead of over email.

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Good to know

Invite someone again after a new proof goes up, and they get the link with a note that the job has been updated.
Make a new link gives the job a new link and stops the old one working, if it was sent to the wrong person. Stop sharing turns the link off altogether. Both ask you first.
Your customer types the password once on each phone or computer, and it is remembered there for 30 days. Changing the password, or making a new link, asks everyone for it again.
Customers can drop a whole folder or a .zip on the portal, and Plana matches each file to its line.
New print files and approvals show up on an open portal by themselves, so nobody needs to reload it.
To compare files, click Side by side while a print file is open. Each pane can show any file on the job, Link zoom moves them together, and Approve acts on the pane with the blue outline.
If a customer says yes on the phone or by email, click Check print files on the job's Artwork tab and approve it for them there.
In a comment, typing @ lets your customer bring in someone from your team, and they get an email.
Once there are photos of the finished install on the job, the portal shows them under Completed, so your customer sees the work is done.

Plana is job management for signage, print and events.

Every job, email, proof and invoice in one place.

Try Plana