If you work with recurring customers who receive multiple offers and confirmations through Qondor’s Offer module, you may want to give them an overview of all their projects in one place.
When sending offers from Qondor, customers typically receive a direct link to each individual project. This works well for single projects, but customers with multiple ongoing or previous projects may request a full overview.
Qondor therefore offers a Project list, displaying all Pending, Confirmed and Finished projects that the logged in customer contact person is registered on.
What does it look like for the customer?
When the Project list is enabled, customers log in to access their offers.
After logging in, they can click “Back” from any Customer Web page to access their project overview.
From the Project list, they can see:
Pending projects
Confirmed projects
Finished projects (if enabled)
💡 Tip
If the term "Your projects" does not suit your customer base, it can be changed for your office in Office settings -> Translations, so that the title is more relevant. For example, Your events, Your bookings, etc.
How do I enable Project List?
The Project list requires customers to log in.
If your customers currently access offers without logging in, login-free access must first be disabled.
Step 1: Contact Support
Contact Qondor Support to disable Offer GUID login for your office.
⚠️ Please note! This setting:
Applies to your entire office
Affects all projects
Applies to all contact persons
Step 2: Enable finished projects (optional)
Once login-free access has been disabled:
Go to Office Settings
Open the Customer Web tab
Under Miscellaneous
Enable “Display finished projects on Customer Web” (if you want completed projects to appear)
Customers will now log in using their email address and create a password on first access.
What should I consider before enabling this?
Switching from login-free access to login-required access changes the customer experience. Please review the following before making the change:
Customers must create a password
On first access, customers will be prompted to create a password.
The email address is used as their username.
The password will be required for future offers and confirmations.
This adds an extra step compared to direct-access links.
Update your “Send Offer Email” template
When login is required, your email must clearly explain how customers access their offer.
Go to: Office Settings → Email templates → Send Offer Email
Make sure the email includes:
A short explanation of the login process
The customer’s username
Information about password creation
Required merge tags:
Offer > Customer web link
Customer man contact person > Email/Username
Example email text
Dear [Recipient.FirstName],
Thank you for your inquiry. We have prepared an offer based on your requirements. The offer is available online and can be viewed, commented on, and responded to directly on the web page.
Click here to view the offer: [Offer.CustomerWebUrl]
Your username is: [Project.CustomerMainContactPerson.Email]
You may be prompted to create a personal password when you click the link. This password will be used for future access to offers and confirmations.
Kind regards,
…