Portalstack is your modern document collection software solution, tailor-made for tech-forward professional services. Stop chasing clients for data, documents and signatures.
No credit card required
Document collection is about as exciting as watching paint dry. You’re constantly sending reminders (after reminders). When you do get responses (often in drips) at times the document or content is either in the wrong format or way off base from what you requested…sounds familiar?
Collecting data, documents and signatures from clients is time-consuming. Free up your time, so you can focus on value-added work (stuff clients actually pay for).
Client experience suffers
The traditional PDF forms and back-and-forth email threads no longer cut the mustard. Your clients deserve a modern digital experience to provide you with information.
Version control is messy
Document collection via endless streams of emails is a version control nightmare. You run the risk of actioning services based on information buried within superseded emails.
The good news is, you no longer have to put up with the stress of constantly chasing clients for documents and content. Let Portalstack document collection software do the heavy lifting for you. What’s more, your clients will thank you.
DOCUMENT COLLECTION FORMS
Create your request for documentation form using our simple drag-and-drop form builder. Add logic or comments to make sure you collect the right information from your clients the first time to avoid back-and-forth re-submissions.
Forever say goodbye to the days of printing, signing and scanning contracts and agreements. Portalstack comes integrated with an e-signature solution with full audit trail.
Don’t overload your clients with text-heavy instructions buried in static docs. A better approach is to incorporate a mix of dynamic text with rich content such as images and videos.
Get notified immediately when a document collection form is ready for your review. Get daily notifications of the completion rate for all in-progress forms.
Create and save your document collection form templates, so you can reuse them later.
It happens – clients sometimes provide you with the wrong document or information. With Portastack, you have the ability the reject any requested item, as well as add clarifying comments to help with re-submission.
Keep all client data and documents in a secure document collection portal, accessible only via multi-factor authentication. Sleep easy knowing sensitive information is not sitting in email inboxes that can be inadvertently shared or compromised.
Customize your document collection portal with your brand assets. Simply upload your logo and background images, select your color theme, and secure your custom URL.
Avoid the email attachment limits and upload files up to 50 megabytes in size, all behind a secure document collection portal.
Get off the hamster wheel of constantly sending reminders. Let Portalstack automate the gentle nudges for you.
No sign up required. One persistent link. Secure two-factor authentication.
Add your clients
Add your client details in your Admin Panel, including email and mobile number.
Share your custom Login link.
We recommend adding your custom URL as a ‘Client Login’ link on your website.
Clients sign in
Your clients simply enter their email, mobile number and 6 digit passcode (sent via SMS).
Peace of mind that updates are progressively saved.
Schedule auto-reminders and let Portalstack do the chasing for you.
Hide or reveal requested items using conditional logic.
Ability to pre-populate common fields to eliminate double entry.
If you’re still not convinced, it boils down to two reasons.
Systemize your processes, so you can focus on growing your business.
Everything conveniently in the one spot, accessible 24/7.
No. Unlike other document collection software, Portalstack does not impose a limit on monthly ‘active requests’ (i.e. the number of questionnaire forms you can send to clients requesting information).
No. You can add as many templates as you want.
Essentially anything that your clients can input or upload can be collected – for example, client data, business information, content, documents, images, files, etc.
No. You can add as many clients as you want. We only charge you for your internal users under your subscription.
We take data security seriously. Our platform is hosted on Amazon Web Services sitting behind their bank-grade infrastructure with 256-bit encryption. We’ve designed Portalstack with a security first architecture. You can find out more by reading our Security Policy.
14-day free trial. No credit card required.