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Client portals

Uniform programs that run themselves.

Give every client a branded ordering portal they manage themselves. Staff order their own sizes, managers approve against budget, and every order lands in BrandKit ready to produce. No size spreadsheets, no chasing approvals, no re-keying.

Unlimited proposal portals, freePay only for live portalsSold under your brand
shop.harbourmerch.co/summit-build
Summit BuildTeam uniform store
Your allocation$760 left
Hi-vis poloXS–5XL$42
Softshell jacketLeft-chest logo$96
Trucker capOne size$24
Run by Summit BuildSupplied by Harbour Merch Co.
Approved by Priya K.Site manager · 3 items · Auckland
Order added to JOB-1188Cost code SITE-04 · no re-keying
The admin that disappears

Take the admin out of every program.

A uniform program is mostly paperwork: sizes, sign-offs, starters, leavers and cost codes. A portal hands each job to the person who should own it, so your team only touches the order when it’s ready to make.

TaskWithout a portalWith a BrandKit portal
Collecting names and sizesSpreadsheets, email chains and a size run you rebuild by handStaff order their own sizes from the approved rangeStaff
Checking who’s allowed whatPhoning managers to confirm each order and budgetOrders route to each person’s approver, against their budgetApprover
Starters and leaversYou add and remove users every time the client’s team changesThe client invites staff, imports them by CSV and approves access requestsClient admin
Re-keying ordersCopying orders from emails into your job systemApproved orders arrive structured, ready to batch into jobs and POsBrandKit
Cost codes and spendMonth-end reconciliation of who ordered what, for which siteCost codes, locations and allocations are captured at checkoutBrandKit
“Where’s my order?”Calls and emails to your team for every status updateStaff see status and order history in the portalStaff
Self-managed by your client

Your client runs the portal. You run the business.

Set the range, pricing and ordering rules once. From then on, the client manages their own people, and you only hear about orders that are approved and ready to produce.

Runs the program

Client admin

Usually HR, operations or marketing. Owns who’s in the portal and how ordering works for their people.

  • Invites staff, or bulk imports them by CSV
  • Approves access requests from new starters
  • Assigns each person’s approver and department
  • Sees every order placed across the business
Keeps it in budget

Approver

A site or team manager. Only sees what needs their decision.

  • Approves or declines their team’s orders
  • Sees spend against budget and allocations
  • Nothing reaches you until they say yes
Orders for themselves

Staff

Everyone else. No training, no account managers, no forms.

  • Orders their own sizes from the approved range
  • Pays with allocation credit, card or on account
  • Tracks orders and reorders in a few taps
And you?Choose the products, set contract pricing, turn on the rules the program needs, then get back to selling.
Under your brand

Your brand on the portal. Theirs on the products.

Your clients never feel handed off to a software company. Every portal is your service, styled as their store.

Your web address

Run portals on your own domain, like shop.yourbrand.com, or embed them in your existing website.

Their look and feel

The client’s logo, colours, fonts and landing page, so every portal feels like their own store.

Your name on the relationship

Proposals are prepared by you, and the support footer carries your team’s contact details.

Your prices and margins

Default margins with per-product overrides. Clients see their contract price, never your costs.

Your brand
Harbour Merch Co.shop.harbourmerch.co
DomainSupport contactPricing & margins
Their store
Summit Build Team StoreLogo · colours · fonts · landing page
Smart ProposalNew proposal portal
AI
Prospect websitekowhaidental.co.nz
Your notesScrubs and jackets for 4 clinics. Staff pay part, clinic pays the rest.
  • Reading the website & your notes
  • Pulling logo & brand colours
  • Matching products to their needs
  • Drafting personalised copyworking
8 products matched to the briefOpened 3× · 2 people
AI does the setup

AI builds the portal. You close the deal.

A proposal that shows a prospect their own store wins more programs than a PDF catalogue. BrandKit builds one in minutes, not an afternoon.

Smart Proposal

Paste a prospect’s website and a few notes. BrandKit pulls their logo and colours, matches products from your catalogue to their brief and writes the copy.

Their logo on your range

Bulk logo mockups on stock images, so the prospect sees their store, not your catalogue.

Know when they’re looking

See when a proposal is opened, how often, and by how many people, so you follow up at the right moment.

Portal Agent

Nexus reads order history to find clients whose buying pattern suits a portal, then prepares the pitch and setup for you to review.

How Nexus agents work →
Built for B2B programs

Every rule a real uniform program needs.

Not a web shop with a logo. The controls procurement, finance and HR ask for, switched on per portal.

Approvals

Manager approval before anything reaches you, with each person assigned their own approver.

Budgets & allocations

Staff allocation credit that tracks every grant and spend, down to the cent.

Cost codes

Require a cost code, and a second code if they need one, on every order.

Purchase windows

Open ordering for an annual uniform refresh or a one-off staff drop, then close it.

Locations & shipping

Office locations, delivery addresses and shipping rules by region.

On account or card

Central billing on account, card payments through Stripe, or a mix of both.

Contract pricing

Quantity price breaks, tax and currency set to each client’s contract.

Minimums

Cart minimums that warn or block, across the store or on chosen products.

Documents & guide

Uniform policies, size guides and an ordering guide, built into the portal.

How it runs

From first pitch to the next reorder.

  1. Pitch

    Build a proposal portal free, with their logo on your range, and share the link.

  2. Go live

    When they say yes, turn the proposal into a live portal and set the rules.

  3. Hand over

    Their admin invites the team, assigns approvers and runs day-to-day access.

  4. Staff order

    Staff pick sizes, approvers sign off, and orders land in BrandKit.

  5. Produce & reorder

    Orders become jobs and POs. Purchase windows and reorders keep it going.

Pricing

Pitch for free. Pay only when a portal goes live.

Build as many proposal portals as you like on a free account. When a client says yes and starts ordering, that portal goes live, and that’s when you pay.

Free account

Win the program before you pay for anything.

$0

For pitching. No credit card required.

Create a free account
  • Unlimited proposal portals
  • AI setup from a prospect’s website
  • Their logo on your products
  • See when proposals are opened
Live portalsMost programs

Pay only when a client is ordering.

$31/ mo

Billed yearly, or $39/mo monthly. 1 live portal included, $19/mo for each additional.

Start Portals plan
  • Everything in the free account
  • Unlimited portal users, no per-staff fees
  • Approvals, budgets and allocations
  • Card or on-account payments
  • Turn a won proposal into a live portal
Volume

Running dozens of portals? We’ll price it for you.

Let’s talk

For distributors running many client programs.

Talk to sales
  • Volume pricing on live portals
  • Your own domain for every portal
  • Help moving existing client stores across
  • Onboarding for your team

Live portals are also included in Starter (1) and Growth (2), alongside quoting, production and Nexus. Compare all plans →

FAQ

Portal questions, answered.

What’s the difference between a proposal portal and a live portal?

A proposal portal is a preview you build for a prospect: their branding on your range, ready to browse and try. Ordering stays switched off. A live portal takes real orders from the client’s staff, with approvals, budgets and payments. Proposal portals are free and unlimited; you only pay for live portals.

Do my clients or their staff pay anything to use a portal?

No. There are no per-user fees, and portals include unlimited users. Your client pays you for the products they order, on account or by card, exactly as you agree with them.

How much of the portal can my client manage themselves?

Their portal admins invite staff or import them by CSV, approve access requests, assign approvers and departments, and see every order. Approvers approve their own team’s orders. You set the product range, pricing and ordering rules, then step back.

Can the portal carry my brand instead of BrandKit’s?

Yes. Each portal carries your client’s logo, colours and landing page, and your business is the name behind it. Portals can run on your own domain or be embedded in your website. Custom domains are switched on for your workspace on request.

Do I need the full BrandKit workspace to run portals?

No. The Portals plan is built for teams who mainly need client ordering portals. Portals are also included in Starter (1 live portal) and Growth (2 live portals), where orders flow straight into quoting, production and purchasing.

How do portal orders reach production?

Approved orders arrive in BrandKit as structured orders with sizes, cost codes and delivery details. You batch them into jobs and, on Starter or Growth, turn them into purchase orders for your suppliers and decorators.

We need a lot of portals. Is there volume pricing?

Yes. Additional live portals are $19/mo each on any plan, and larger portal programs get custom pricing. Talk to sales and we’ll put together a price for the number of portals you run.

Your next uniform program, without the admin.

Build your first proposal portal free today. Go live when your client is ready to order.