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Customer portal and signed documents
Give the customer a clear view of the current quote and its approval state.
The customer portal connects the customer-facing view to SlabOS quote and job information. It provides a place to review the presented work and the available document actions. The essential operational question is which revision the customer is seeing and what action they have actually completed.
Sending a link, opening it and signing a document are different events. Keep the quote’s current state and the portal’s published version aligned, especially when the job changes after an earlier signature. The shop should be able to retrieve the accepted document rather than infer approval from a viewed notification.
Inputs, outputs and an example to evaluate
Inputs: The selected customer-facing quote revision, documents and project information.
Outputs: A project view and applicable customer actions tied to that work.
Show the same synthetic project in office and customer views, including one document and its recorded customer action.
Scope to understand
Quote acceptance, template signoff and change-order approval are separate records. A signature on one does not automatically approve all three.
Public capability guides and product sources
- A customer portal for countertop projects
- Customer proposals, delivery and published revisions
- SlabOS customer portal
Published by SlabOS. Documentation review: September 15, 2026. Basis: Public product and operating documentation. This article is a workflow explanation, not a newly performed product test.
Related workflows
Where this fits in the SlabOS workflow
Follow this capability into the connected quote-to-install journey:
- Approve & organize the job: The office prepares procurement, templating and the production schedule for that job.
Current product capabilities
SlabOS can furnish the selected countertop with fitted cabinets, sinks and cooktops, place a slide-in range in a supported appliance opening and optionally add a hood. The proposed scene is previewed before applying, and each item remains customizable. The same 3D workspace supports automatic stone assembly and a customer-ready room presentation. Read the Automatic 3D & kitchen furnishing page →
The current portal page connects branded project access, actual-slab 3D and AR, page-by-page drawing approval, retained signed revisions, project status and payments. A customer response remains associated with its intended document and revision. Read the Customer Portal page →
Explore the capability in context
Continue into the related public explanations for inputs, outputs and scope.
- A customer portal for countertop projects
- A connected countertop workflow in SlabOS
- Customer accounts and quote defaults
- Countertop estimating from drawing to proposal
- Customer proposals, delivery and published revisions
Connected product pages and tools
- Automatic 3D & kitchen furnishing
See automatic stone assembly and fitted cabinets, sinks, cooktops and supported appliances in the latest SlabOS 3D workflow.
- Customer Portal
See the customer-facing drawing, document and project experience.
- 3D & AR Showcase
See how countertop geometry, material appearance and the customer presentation connect.
- The Mail Engine
Connect customer messages and attachments to their quote or job context.
- Tour
See the platform in the context of a shop workflow, from setup and estimating through the job.