Video Guides
How do I share the Customer's order page?
Learn how to share order portals with customers.
Each order has a unique customer portal link that can be shared for approvals and payments. From the order detail page, click the Share button to copy the link or send it directly via email. Customers can view order details, approve artwork, and submit payment securely through their personalized portal without needing a PromoSoft account.
CLIENT TESTIMONIALS
Don't take our word for it.
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I did 149 invoices TODAY!! Without the QuickBooks integration, I would have been here until doomsday copy and pasting
Michelle Johnson
TSI Promotionals
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We are all hands on deck with production since the PromoSoft integration, and appreciate the customizations. THANK YOU!
Aaron Frahm
Promotional Apparel LLC
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We could not haved scaled without the PromoSoft system, it has been absolutely essential to our growth.
Doug Mays
Trinity Custom Apparel
