Configure your Customer Portal (Self-Service Account Area)
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1. Standard features (included)
These ship with every Customer Portal (Self-Service Account Area) build and are covered by the base price.
- ✓Secure customer login with password reset and optional 2FA
- ✓Account dashboard with key info at a glance
- ✓Invoice and statement viewing with PDF download
- ✓Online payment of outstanding invoices
- ✓Document sharing area (business-to-customer and uploads back)
- ✓Support/request ticket submission with status tracking
- ✓Order or case history with status timelines
- ✓Profile and contact detail self-management
- ✓Staff admin panel to manage customers, content, and requests
- ✓Email notifications for new documents, invoices, and replies
- ✓Role-based staff access
- ✓Activity/audit log
- ✓Announcements or news section
2. Custom features
Describe anything beyond the standard scope. Ideas: Sync with existing accounting/CRM (QuickBooks, Xero, HubSpot) · E-signature on documents inside the portal · Subscription/plan management and upgrades
Final complexity is confirmed in your Build Agreement — never after payment.
3. Your office details
The office name is fixed into your system (headers, documents, certificates). The rest is dynamic: your system ships with an Office Profile screen where you can update the address, contact, org chart, and officers any time — officials change, your software keeps up.
Officers (optional)
Position and current officer — used on documents and signatory blocks; editable in your system whenever officials change.
System languages
Every system ships bilingual — English + Filipino — at no extra cost. Add any other Philippine languages your constituents speak; they're included free and built right in with a language switcher.
✓ English + Filipino — always included
4. Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.