What It Does
Today's customers expect to manage their accounts on their schedule. SalesButler's Customer Portal gives every lead and customer a private, secure URL where they can review their jobs, e-sign quotes and invoices, and pay outstanding balances by Stripe link. No password to remember, no app to download — just a link they bookmark and use. The signature pad works on mouse and touch, so your customer can sign from a phone in seconds.
Step-by-Step Guide
Token Generated Per Customer
Each customer gets a private, rotating token URL — no shared logins.
Send the Link
Share via SMS, email, or include in your invoice automation.
Customer Reviews
They see all open jobs, quotes, and invoices in a clean mobile-first view.
Sign or Pay
E-sign with the HTML5 signature pad or pay invoices via Stripe in one tap.
You Get Notified
Signatures and payments fire instantly into your dashboard with full attribution.
Why You'll Love This Feature
No Login Required
Token-based URLs mean zero password resets and zero friction.
E-Sign Quotes & Invoices
HTML5 signature pad works on touch and mouse — phones, tablets, laptops.
Stripe Payments
Customers pay invoices in one click via secure Stripe-hosted links.
Token Rotation
Per-lead tokens can be rotated if a link is compromised.
Mobile-First
Designed for the small screen — your customer's signing on a phone, not a desktop.
Real-Time Updates
Job, quote, and invoice changes appear in the portal instantly.
Perfect For
Sending estimate signatures to customers who hate calling back
Letting customers pay invoices without a phone call
Giving repeat customers a quick way to see their service history
Replacing PDF email attachments that nobody opens
Reducing 'where do I pay?' calls to your office