Your Branded Customer Portal
Give your customers a branded portal on your own web address where they submit requests, chat with your assistant, track progress, and receive your quotes — without ever seeing your suppliers or margins.
The Scenario
Your customers ask you for prices — by phone, by email, by whatever reaches you. You source from your suppliers, add your margin, and quote back. The customer quote tool handles the pricing side; the branded customer portal gives your customers a professional front door for the rest: a place to submit requests, answer clarifying questions, track progress, and receive your quotes.
The portal runs under your brand on your own web address (for example yourcompany.supplier24.ai). Your customers see your logo, your colors, and your company name — never Buyer24, and never anything about how you source.
What Your Customers Experience
Submitting a request — no sign-up wall. The portal opens straight on a chat-style composer: your customer describes what they need in their own words and attaches any files — a spec sheet, a drawing, a spreadsheet, a PDF they got from someone else. Only when they hit Send does the portal ask "Where should we send your quote?" — they enter their work email, type the 6-digit code from their inbox, and the request goes through. Attached documents are read automatically and line items are extracted from them.
A guided conversation. Your portal assistant (branded as your company's assistant) reads the request, asks for whatever is missing — quantities, part numbers, needed-by dates — and keeps a structured summary of the request up to date beside the chat as details firm up.
An explicit send step. Nothing lands on your team's desk half-baked. The customer reviews the request document and clicks Send request when it's ready. That's when your team is alerted — and what you receive is already formatted: items, deadline, and attachments composed into a clean RFQ draft.
Progress tracking. Each request shows a timeline — Received → In review → Quote ready → Completed — and the portal home page gives returning customers an overview of all their requests, with a green Quote ready flag when pricing has arrived.
Receiving your quote. When you send a customer quote, the customer gets an email with the quote PDF attached and a View your quote online button. In the portal, the quote appears on the request as the PDF document itself — exactly what you created, opened in the browser or downloaded.
Identity is always a 6-digit code sent to the customer's email — inline the first time they submit, via the links in their emails afterwards. No passwords, nothing to install, and returning customers use Sign in on the portal home to see all their requests.
What Your Customers Never See
The portal shows a customer only their own requests — and only the customer-appropriate slice of each:
| Customers see | Customers never see |
|---|---|
| Their own request and its attachments | Which suppliers you contacted |
| The conversation with your assistant and your team | Supplier quotes and supplier pricing |
| Request status and timeline | Your costs, markup, and margins |
| Quotes you explicitly sent them, as PDFs | Internal notes and team discussion |
Sending the quote is the visibility gate: a draft customer quote is invisible to the customer until you click Send to customer — there is no way for a customer to stumble onto pricing you haven't released.
Enabling the Portal
- Go to Organization → Branded Portal
- Choose your web address — a subdomain like
yourcompany.supplier24.ai. If you already have a Buyer24-hosted website, the portal shares its address: one host for your whole web presence, with your marketing pages and the portal living side by side. - Set your branding: display name, logo, accent color, and the welcome message customers see on the portal home page — a live preview shows the result as you type.
- Choose who the portal serves: customers, suppliers, or both.
Don't see the Branded Portal tab? It's enabled per organization — contact us and we'll switch it on for you.
Working with Portal Requests
Portal requests arrive in your workspace like any other RFQ, with two extras:
The customer conversation panel. On the request (both while it's a draft and after), a Customer conversation card shows the full portal chat — the original submission, the assistant's clarifications, and everything since. You always see exactly what your customer said and what was captured.
Replying yourself. Type in the conversation panel and your message appears in the customer's portal chat under your name — and the customer gets an email notification with your message and a link back to the conversation. The moment a team member replies, the assistant steps back automatically: it stops answering so you and the customer aren't talking over each other. The Assistant on/off switch in the panel header hands the conversation back to the assistant whenever you're done.
Fulfilment is business as usual. Source the request with your suppliers exactly as you normally would — RFQs, quotes, comparisons. None of it is visible in the portal. When you're ready to price, create a customer quote and click Send to customer.
Tips
- Write a real welcome message. It's the first thing customers read on your portal home page — a sentence about what you supply and how fast you typically quote sets expectations well.
- Reply promptly when you take over. Once a team member replies, the assistant stays paused until you switch it back on — the conversation is yours.
- The quote you send is the quote they see. The portal presents your quote as the PDF you generated, so everything on it — terms, branding, layout — is worth a final look before you hit Send.