Drive Workflows by eSociete.frdriveworkflowsby eSociete.frDrive Workflowsdriveworkflows
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Client portal setup

Client portal setup and custom WordPress development

Set it up yourself, or let the team that makes Drive Workflows do it.

We install the plugin on your WordPress site, connect your Drive, link your forms and build your workflows. Or we build you a new site.

  • Free estimate firstNothing starts until you accept it.
  • Tested before your clients see itEvery request tried with a demo client.
  • By the people who build the pluginPrecise answers, and new steps when needed.
Ask for a free estimateSee the setup steps
Your site
+ Drive Workflows
Your workflows

What we can do for you

Setup on your existing site

We install Drive Workflows, connect your company Google Drive and set your clients' folders. You get a working client space, ready to welcome new clients as your client onboarding portal.

  • Plugin installed, Google Cloud project created, Drive connected
  • Folder rule and client space page set up
  • The Cloud Docs Pro app with your branding

Price on a free estimate

Ask for a free estimate

Forms and tools connected

We link the form plugin you already use, Google Forms or WooCommerce, so your forms ask the right questions for each request.

  • Contact Form 7, WPForms, Ninja Forms, Formidable Forms, Gravity Forms
  • Google Forms through a webhook
  • Paid access with WooCommerce or WooCommerce Subscriptions

Price on a free estimate

Ask for a free estimate

Custom workflows

A custom client portal for the way you work today: approvals, reminders, team steps, filing. If you need a step the plugin doesn't have, we build it.

  • Your requests, step by step
  • Approval e-mails and reminders set up
  • New steps built for your business, on estimate

Price on a free estimate

Describe your workflow

A new website: Personalised Website

No WordPress site yet, or due for a WordPress website redesign? We build a unique site, with Drive Workflows ready to use.

  • Up to 12 pages, designed for your business
  • Year 1 of hosting and maintenance
  • Drive Workflows set up with one workflow, first-year licence included

From €1,500 incl. VAT

Ask about a Personalised Website What's included

How a job goes

  1. Step 1: You write to us

    Your site, your tools, what your clients send you. No call needed.

  2. Step 2: Free estimate

    Within 2 working days: what we'll do and the price, VAT included.

  3. Step 3: You accept, we start

    Nothing is charged before. We agree on a date together.

  4. Step 4: We test

    Every request tried with a demo client, then shown to you.

  5. Step 5: We hand it over

    How to add documents and follow requests. Help stays there for later.

What we'll need from you

For setup and workflows

  • An administrator account on your site, created for us (never a password by e-mail)
  • Access to your company Google account, or a short call while you click "Connect" yourself
  • Your logo and main colour, for the app
  • How your requests work today, step by step

For a Personalised Website

  • About 8 to 12 hours of your time, to prepare your content with our course
  • Your logo, photos and the texts you already have
  • The requests your clients will send through Drive Workflows

Personalised Website

A new site with Drive Workflows ready

You prepare your content with our STUDIO method, our course and your own AI assistant. Our team designs and builds a unique WordPress site from it, usually in about 14 working days.

From €1,500 incl. VAT, with year 1 of hosting and maintenance. More workflows later: on a free estimate.

Ask about a Personalised Website

Included when you come from this site

  • Drive Workflows installed and connected to your Google Drive
  • The folder rule and the client space page
  • One workflow built with you and tested with a demo client
  • The Cloud Docs Pro app with your branding
  • A 1-site licence for the first year, app included; from year 2 at the regular price

Do it yourself

Set up Drive Workflows, step by step

Each step has a tutorial with screenshots in Help.

  1. Step 1: Install the plugin

    Install the free version from WordPress.org, in Plugins → Add New. With a paid plan, add the Pro add-on from your account.

    Screenshot: the plugin in Plugins → Add New

  2. Step 2: Create your Google Cloud project

    In the Google Cloud console, create a free project, turn on the Google Drive API and create an OAuth client of type "Web application", with the redirect address shown in DriveWorkflows → Settings. Then publish the project: a project left in "Testing" disconnects after 7 days.

    Screenshot: the OAuth client in the Google Cloud console

  3. Step 3: Connect your Drive

    Paste the client ID and secret in DriveWorkflows → Settings, click "Connect company Google Drive" and sign in with the company account. Once, for the whole site.

    Screenshot: the "Connect company Google Drive" button

  4. Step 4: Set the folder rule

    In "Default folder template", choose how client folders are named, for example Clients/%user_email%. Each folder is created the first time its client logs in.

    Screenshot: the default folder template

  5. Step 5: Add the client space to a page

    Put the [driveworkflows] shortcode on a page for the client space, and [driveworkflows_requests] where clients follow their requests.

    Screenshot: the client space page in the editor

  6. Step 6: Create your workflows (Pro)

    In DriveWorkflows → Workflows, name each workflow, pick its form and switch on the steps you need: approval, team steps, filing, closing e-mail.

    Screenshot: a workflow being set up

  7. Step 7: Turn on the app (Pro)

    In DriveWorkflows → Settings → Mobile app, add your name, logo and colour.

    Screenshot: the Mobile app settings

  8. Step 8: Test with a demo client

    Create a test client account, upload a file and send a request: you see exactly what your clients will see.

    Screenshot: the demo client's space

Open the Help tutorials

Tell us what you'd like to set up

A few lines are enough. We answer within 2 working days with a free estimate.

Ask for a free estimate Try the live demo

Setup and custom workflows on a free estimate · Personalised Website from €1,500 incl. VAT · See all prices

Questions

Can you install Drive Workflows on my existing website?

Yes, if your site runs WordPress 6.4 or later, PHP 8.1 or later and HTTPS. We install the plugin, connect your company Google Drive, set your clients' folders and test it all with a demo client. If something on your site needs to change first, the estimate says so.

How much does a setup cost?

It depends on your site and on the requests you need, so we send a free estimate first, with the price VAT included. Write to us with your site address, the tools you use and what your clients send you. Nothing starts until you accept the estimate.

Can I set it up myself?

Yes. The steps on this page and the Help tutorials cover everything, from the Google Cloud project to your first workflow. The free version and the setup tutorials cost nothing; write to us if you get stuck.

Can you build a step the plugin doesn't have?

Yes, it's WordPress plugin development we do every day. Drive Workflows is built so new steps can be added, for example a check in your own software. The estimate describes the step and its price before any work starts.

My website is old: should I redesign it first?

Not always. On a recent WordPress, we add Drive Workflows as it is. If your site runs on another platform, is very old or no longer matches your business, a new Personalised Website may cost less than fixing it. Send us your site address and we'll tell you which makes more sense.

Is the Personalised Website available outside France?

Yes, for businesses in any country, in English, from €1,500 incl. VAT. The full offer and payment steps are on eSociete.fr, or write to us.