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The customer portal is a web-based portal where end-customers can securely access and review contracts. When a contract is sent to a customer, the customer can access the portal by clicking on the contract link in the email. The contract opens in the Customer Portal.
The following options are available to you if you have the required permissions:
When CLM is integrated with CPQ, the Commercial Details feature in the portal facilitates communication between the CLM users (sales representatives) and CPQ users (legal representatives). Users can add and respond to comments during the negotiation process.
Note: All options in the customer portal are permission-based. Contact your CLM administrator for more information.