01
Decide proposals
Customers can review and accept proposals with a traceable acceptance record.
Secure customer workspaces
A controlled customer workspace instead of scattered approvals and files.
Customers only see released proposals, projects, invoices, and documents. Acceptances, comments, downloads, and payment paths remain attached to the correct tenant and record.
You share four details; we then review fit, migration scope, and the next useful step personally.
02
Follow projects
Released project information, comments, and documents keep collaboration on the record.
03
Resolve invoices
Invoices, authorised downloads, and configured payment paths are available centrally.
Workflow
From secure access to a recorded customer action.
- 01Invite tenant-scoped portal access
- 02Release the intended content
- 03Accept, comment, download, or pay
- 04Record the action and access trail
Good fit
For secure customer collaboration.
- Proposals, projects, invoices, and documents
- Role- and tenant-controlled access
- Short-lived authorised document downloads
- Portal accounts separated from internal team roles
Concrete workflow
Example: involving customers selectively
A customer receives access to the intended records and documents without seeing internal areas. Feedback and approvals therefore remain connected to the relevant project.
Useful next steps
Continue through the real workflow.
These pages connect directly to the work described here.
Frequently asked questions
Answers specific to this workspace.
What does Secure customer workspaces cover?
Customers only see released proposals, projects, invoices, and documents. Acceptances, comments, downloads, and payment paths remain attached to the correct tenant and record.
How does the workflow run in practice?
Invite tenant-scoped portal access, Release the intended content, Accept, comment, download, or pay and Record the action and access trail.
Who is this workspace a good fit for?
Proposals, projects, invoices, and documents, Role- and tenant-controlled access, Short-lived authorised document downloads and Portal accounts separated from internal team roles.
Which boundary should buyers consider?
The portal is protected customer access, not a replacement for a public website or unrestricted file sharing.
Personal workflow check
Compare your workflow with 42suite in 15 minutes.
We review your starting point, roles, and the next useful step without making claims beyond the published product scope.