Changes Required By the Portal
There a couple of changes that the portal will require that you be aware of.
1 - Proposal Terms
This is not a biggie, but you'll need to add your proposal terms to DesignSmart as a PDF. When clients approve a proposal, they'll have the option to view your proposal terms, and for that to work, your terms will need to be in PDF form.
We will help you set up the portal and assist with this step, but we wanted to bring this to your attention since many DesignSmart clients are accustomed to seeing their terms at the end of the proposal, and this will be a slight change.
2 - PaySmart
PaySmart is our module for online payments. While your firm does not need to sign up for PaySmart to use the Client Portal, it makes sense to do so. With PaySmart, your clients can pay deposits and invoices within the Portal, making it very convenient for them.
In 2024 we modified PaySmart to work with Stripe, which is one of the top three merchant account providers next to Square and PayPal. We selected Stripe because it has the best interfaces for software developers and it offers reasonable processing fees. Please get in touch with us to learn more about PaySmart.