Client Portal Feature Requests

When the client asks me to send all overdue invoices in one, there's no way to do it. Its time consuming to download and attach multiple invoices to an email and send. I'd like to be able to have a summary to send.

Currently, tokens like {{Opportunity.Custom.FieldName}} don't work in Client Portal custom pages. When I try to use a token containing a URL in a custom page (for example, as a link), it treats the token as a literal string rather than parsing it. Current Behavior: • Create custom page with HTML: <a href="{{Opportunity.Custom.NotionDashboard}}">Dashboard</a> • Click the link in the portal • Browser tries to open: https://clients.domain.com/pages/%7B%7BOpportunity.Custom.NotionDashboard%7D%7D • Result: Blank page Expected Behavior: Tokens should parse in custom page HTML, just like they do in: Email templates, Agreements and so on. Use Case: I want to create a custom "Resources" page in the Client Portal that displays client-specific links dynamically. For example, a page that shows: • Link to their Notion project dashboard • Link to their Slack channel • Link to their Google Drive folder All of these URLs are stored in custom fields and vary per client. Right now, I can use these tokens successfully everywhere else in Moxie except in Client Portal custom pages (or in Client Portal external links!). Benefits: Create dynamic, personalised client portal experiences Eliminate manual configuration of portal content per client Maintain consistency across all client touchpoints Save time during client onboarding Reduce risk of human error (wrong links, typos, etc.)

Add tokens like client ID to external links in the Client Portal.

I'd love to be able to duplicate custom pages that I build in the client portal so I don't have to start from scratch every time.

Allow clients to partially complete a form to come back to at a later date and make amendments - or have it so that we can lock/unlock the form so we can oversee changes that need to be made

Can we have a way to see when the client has viewed a task that is associated with a client workflow status?

A workflow automation to grant access to a client only after they pay their invoice and sign the contract, instead of me having to manually give them access. With the current manual process, it's easy to give access too early to someone who doesn't become a client or forget to give access to a client who's just signed on.

Is there anyway we could get a basic page builder for the client portal? Maybe just something to where we can create some pages, throw in some sections, divs, buttons, links, Rich-text HTML, CSS classes and the ability to utilize a CSS stylesheet. I know this is a long-shot because something of this caliber takes time, money and manpower. I am willing to pay monthly for a premium page builder for the client portals, alongside other things.

It would be great to be able to receive client files from the client portal without having to give them full project access

I think this should be considered a critical feature. As i see it, if a customer's email was hacked it would be extremely easy to login to the client portal via magic link. Sensitive information could potentially be accessed by hackers. Cybersecurity features can easily be forgotten, until something happens...