** Advanced plan required **
The Customer Portal gives your customers a secure, branded space where they can interact with your company. Customers can upload requested documents, access files shared with them, and view invoices, while everything remains connected to the relevant Person, Organization, or Deal in Onpipeline.
Files exchanged through the Customer Portal are protected with HTTPS/TLS encryption, ensuring secure transmission between the customer’s browser and Onpipeline.
The main benefits are:
- Faster document collection with structured requests and due dates.
- Easy file sharing directly from Person, Organization, and Deal pages.
- Less email back-and-forth thanks to a dedicated customer area.
- Automated document requests based on Deal events.
- A consistent customer experience using your company name, logo, colors, custom URL, and introductory text.
Customer Portal settings and branding – admin only
Customer Portal Access
Customer Portal access is managed individually for each Person. Each person has their own portal account, which can be activated or suspended independently.
Customer Portal login.
What a customer can see in the portal depends on their relationships in Onpipeline:
- Content assigned directly to the Person is visible to that person.
- If the Person is associated with an Organization, they can access portal content related to that Organization.
- If the Person is associated with a Deal, they can access portal content related to that Deal.
This means that files and Document Requests can be created at the Person, Organization, or Deal level while remaining accessible to the appropriate people through their individual portal accounts.
Portal access itself is always controlled at the Person level: suspending one person’s access does not affect other people associated with the same Organization or Deal.
Password-Free Login: Access is granted using a one-time password (OTP) sent to the customer’s email address each time they log in. The OTP expires after 10 minutes. This makes access simple and secure, while keeping each portal account tied to the individual Person and their verified email address.
For privacy and security reasons, the Customer Portal does not disclose whether an email address is registered. After an email address is submitted, the OTP verification screen is always displayed.
Multilingual Portal
The Customer Portal is available in multiple languages. Customers can select their preferred language when logging in.
Available languages are:
- English — default
- Spanish
- Portuguese
- French
- Italian
AUTOMATIC ACTIVATION – When a shared file or a Document Request is created, the system checks whether the relevant person already has portal access and, when possible, creates the access automatically using their email address. If portal access cannot be created automatically, for example because a valid email address is missing, this does not cancel Document Requests that have already been created. Portal access can also be activated manually from the Person record whenever needed.
Note: If you add the email address after the Document Request or File Sharing action has already taken place, Customer Portal access is not activated retroactively. In this case, you need to activate portal access manually for that Person.
Portal access can be activated or suspended individually for each person, without affecting other people associated with the same Organization or Deal.
Customer login activation o the person page.
Files and Document Requests
There are two main ways to exchange files with customers through the Customer Portal:
- File Sharing is used when you want to provide a file to the customer.
- Document Requests are used when you need the customer to provide a file to you.
File Sharing vs. Document Requests
| Feature | File Sharing | Document Request |
|---|---|---|
| Provide an existing file to the customer | ✓ | |
| Ask the customer to provide a file | ✓ | |
| Available for Person, Organization, and Deal | ✓ | ✓ |
| Visible in the Customer Portal | ✓ | ✓ |
| Due Date | ✓ | |
| Reviewer | ✓ | |
| Sample File | ✓ | |
| Reusable Templates | ✓ | |
| Deal Automation | ✓ |
Use File Sharing when you are sending a file to the customer.
Use Document Requests when you are asking the customer to provide a file.
Example: Automated Customer Onboarding
Suppose you create a Deal Folder called New Customer Documents containing:
- Signed Agreement — due
0days - Company Registration — due
3days - Tax Certificate — due
7days
You configure the Folder to run When Deal is Won with the condition Deal Value ≥ 5,000.
When a matching Deal is won, all three Document Requests are automatically created.
If the Deal is won on August 25:
- Signed Agreement → August 25
- Company Registration → August 28
- Tax Certificate → September 1
The customer can then open the Customer Portal, view the requests, download any Sample Files provided, and upload the required documents.
The first email notification sent to customers for file sharing is delivered immediately. Notifications related to requested or rejected documents may experience delays of up to one hour from the event.