Audience

Businesses interested in a portal solution for their clients, so they can share files, sign docs, make payments and send messages

About Portal

The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.

Pricing

Starting Price:
$69 per month
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Portal
United States
www.joinportal.com

Videos and Screen Captures

Portal Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
24/7 Live Support
Online

Portal Frequently Asked Questions

Q: What kinds of users and organization types does Portal work with?
Q: What languages does Portal support in their product?
Q: What kind of support options does Portal offer?
Q: What type of training does Portal provide?
Q: Does Portal offer a free trial?
Q: How much does Portal cost?

Portal Product Features

Billing and Invoicing

Recurring/Subscription Billing
Online Payments
Online Invoicing
Contingency Billing
Project Billing
Mobile Payments
Service Ticket Billing
Invoice History
Customizable Invoices
Multi-Currency
Hourly Billing
Customer Portal
Billing Portal
Payment Processing
Contact Database
Dunning Management
Tax Calculator

Digital Signature

Progress Tracking
Authentication
Mobile Signature
Multi-Party Signing
Document Analytics
Audit Trail
Customizable Templates
Auto Reminders
Task Progress Tracking

File Sharing

Electronic Signature
User Management
Search
Drag & Drop
File Synchronization
Workflow Management
Encryption
Collaboration
Audit Trail
Document Management
Version Control
Chat / Messaging

Forms Automation

Drag & Drop
Approval Process Control
Rules-Based Workflow
Remote Document Access
Text Editing
Collaboration
Archiving & Retention
Document Indexing
Version Control
Full Text Search

Knowledge Management

Self Service Portal
Collaboration
Discussion Boards
Cataloging / Categorization
Full Text Search
Content Management
Knowledge Base Management
Decision Tree
Artificial Intelligence (AI)

Live Chat

Offline Form
Geo Targeting
Transfers / Routing
Third Party Integration
Canned Responses
Website Visitor Tracking
Proactive Chat
Screen Sharing
Customizable Branding

Portal

File Sharing
Search
Collaboration
Document Management
Chat
Content Management