Overview
Status at a glance
The shipment's status and key dates in one view, so the customer does not need to call to find out whether it is on time.
Customer portal
A customer portal for freight forwarders, so customers stop chasing you for status
Invite your customer's team to a portal of their own. They see their shipments, the documents you choose to share, their quotes and their invoices, and can ask you for a new quote or booking. Your costs, margins and internal notes never leave your side.
30-day free trial · No credit card required
What the customer sees
One place for "where is my shipment?" and "where is my paperwork?"
The portal is a separate, customer-facing area of the same platform. It has its own layout, so customers never see your internal screens. After signing in, the overview brings together:
- Shipments you can filter by All, Active, In transit, Arriving soon, Delayed and Completed, plus filters by mode, origin, destination and dates.
- Upcoming activity and recent documents, so the next thing that needs attention is on the first screen.
- A billing summary for customer users who are allowed to see finance: outstanding, due within 7 days, overdue and paid in the last 30 days.
- Notifications built from the customer-visible events on their shipments.
Inside a shipment
Six tabs that answer the usual status questions
Opening a shipment in the portal shows the customer the parts of the file you have chosen to make visible.
Tracking
Route and tracking events
A route view with the current position, and a list of tracking events. Only the events you mark as visible to the customer appear; milestones show only if you made them customer-visible.
Cargo
What is being moved
The cargo and routing details of the shipment.
Documents
The files you shared
Customers download the current version of each document you marked as shared. Customer users with upload rights can add documents to their own shipments.
Charges
Billed charges only
Charges come from posted or paid invoice lines. Anything still being worked out internally is not shown.
Activity
What changed, and when
A list of updates to the shipment, such as documents added and milestones completed, so the history is in one place.
Quotes and requests
Let customers ask, and accept, without email threads
Customer requests
A customer admin or customer user submits a quote request or a booking request with their cargo, route and attachments. Shippers and consignees can be picked from the ones that customer has used before, or typed in as new.
Your team reviews
The request lands in a Customer requests inbox as its own record. It never becomes a draft quote or shipment by itself, so unreviewed customer input does not end up in your operational data.
Turn it into work
From the inbox your team creates a draft quote with the customer, route, mode and cargo filled in, or creates the shipment directly. Request statuses run New, In review, Quoted, Booked or Declined.
Customer decides
When you send the quote, the customer sees it in the portal with its sale lines and total, and can accept it there while it is valid. See freight quoting for how quotes are built.
Invoices
Customers can check what they owe, without asking accounts
Customer users with the finance capability see an invoices page with their payment terms and four figures: total outstanding, due in the next 7 days, overdue, and paid in the last 30 days.
- Only posted and paid receivable invoices are listed. Drafts are never shown.
- The portal is for viewing. It does not take card payments from customers.
Control
You decide who gets in and what they can see
Invitation only
Your team invites a customer's contacts from the customer's record, choosing a role for each. A person can only join as a portal user for a customer company that is still active in your workspace, and a team member cannot be turned into a portal user.
Four customer roles
Customer Admin, Customer User, Finance and Viewer. Roles control whether someone can view shipments, download or upload documents, view or accept quotes, request quotes or bookings, view invoices, see financials and manage users.
Customer-safe by design
Portal screens never show your costs, margin, internal notes or draft quotes. A quote total is always the sum of the customer-visible lines. A customer who asks for another customer's shipment gets a not-found response, not a permission error.
Documents are internal until shared
A file appears in the portal only when you mark it shared, and only its current version is offered. Portal downloads are recorded in the audit trail. See shipment documents.
Cost
Customer portal users are free and unlimited
The customer portal is included in every plan, trial workspaces included. Portal users are unlimited and never count as paid users, so inviting another contact at a customer does not change your bill. You pay for internal users; see pricing, or read how Tranvoro fits small freight forwarders and when to move off spreadsheets.
Good to know
What the portal is, and is not
Not open sign-up
Customers cannot create their own portal accounts. Every portal user starts from an invitation sent by your team.
Not a payment page
Customers can view invoices and balances. Recording payments stays with your team.
You control visibility
Tracking events and milestones are hidden from customers until you mark them visible, so internal working notes are not published by accident.
Frequently asked
Do my customers have to pay to use the portal?
No. Customer portal users are unlimited on every plan and never count as paid users.
Can a customer see my costs or margin?
No. The portal only shows customer-visible quote lines, a total built from them, and billed charges from posted or paid invoices. Costs, margin and internal notes are not part of what the portal reads.
Can customers upload documents?
Customer users with the right role can upload documents to their own shipments, and replace only files that their own company uploaded. They cannot replace documents your team uploaded.
Can a customer request a quote or a booking?
Yes. Customer admins and customer users can submit quote and booking requests with attachments. Your team works them in a Customer requests inbox and turns them into a draft quote or a shipment.
Can one customer see another customer's shipments?
No. Every portal request is checked against the customer company the user belongs to, and another customer's record is reported as not found.
Is the portal included in the free trial?
Yes. A trial workspace has the full platform, including the customer portal, exactly as on a paid plan.
Invite your first customer to the portal
Start a 30-day free trial, add a customer, invite a contact and see the portal from their side. No credit card required.