Help Center
What your customer sees
The branded portal behind every document you send.
Updated October 15, 2026
When you send a document from Werx, the email carries a link to your customer portal. The page shows your logo, the document, a PDF download and the action the customer needs to take. There is no login and nothing to install.
- When you Send an estimate, invoice or pay application, the email carries a link to your branded customer portal. No login is needed.
- The customer can review the document, download the PDF, approve an estimate or change order request, and pay an invoice by card when Stripe is connected.
What each document lets the customer do
- Estimates. Review the price and approve with a typed signature. You get an email and the estimate is marked approved.
- Change order requests. Approve or decline the change. Approved requests can be added to the contract.
- Invoices and pay applications. See the balance due, the payment history and pay by card when Stripe is connected.
- Extra work authorizations. Sign on site to authorize the work.
Customer portal FAQ
Can I see when the customer opened it?
Yes. The document shows Sent On and Viewed On dates in the sidebar.
Does the link expire?
No. It stays valid, and resending the document reuses the same link.
Can the customer forward the link?
Yes. Anyone with the link can view the document, so send it to the right contacts.