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Put partner onboarding on autopilot.

Make a good first impression with Portalstack's modern partner onboarding software solution for professionals and service businesses.

No credit card required

Stop the craziness of using email for new partner onboarding

Onboarding is one of the most important processes in establishing a new partner relationship. But collecting information to onboard partners can often be a real pain (for both you and your partners).

It's time-consuming

Collecting information to onboard new partners can be time-consuming, which inevitably leads to delays in the collaboration phase.

Partner experience suffers

The traditional PDF forms and back-and-forth email threads no longer cut it. Your valued partners deserve a modern onboarding experience.

Version control is messy

Without a centralized system, it’s difficult to track document versions during onboarding. Multiple versions can lead to confusion and errors.

Onboard new partners up to 80% faster with our partner onboarding software

The good news is, you no longer have to participate in playing email ping-ponging to collect all the required information to onboard new partners. Let our partner onboarding software do the heavy lifting for you. What’s more, your partners will thank you.

woman creating a client onboarding form

PARTNER ONBOARDING FORMS

Create your partner onboarding forms in minutes

Create new partner onboarding forms to collect information using our simple drag-and-drop onboarding form builder. Add logic or comments to make sure you collect the right information from your partners the first time to avoid back-and-forth re-submissions.

E-SIGNATURES

Collect signatures with ease

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.

woman collecting esignature using client onboarding software
man adding images and videos to form using client onboarding software

RICH CONTENT

Use rich content for better engagement

Avoid overwhelming your partners with text-heavy instructions. Incorporate rich content like images and videos to create an engaging experience while communicating important information.

NOTIFICATIONS

Always be informed of progress

Get notified immediately when an onboarding form is ready for your review. Get daily notifications of the completion rate for all in-progress forms.

female using client onboarding software notified of client form completion rate
man reusing templates in client onboarding software

TEMPLATES

Create reusable partner onboarding form templates

Use one of our starter templates or create a custom one that suits your specific needs. Your partner onboarding form templates can be reused, making it even easier to streamline your workflow and improve your productivity.

APPROVAL WORKFLOW

Approve or reject each requested item

It happens – partners sometimes provide you with the wrong document or information. With Portalstack, you have the ability the reject any requested item, as well as add clarifying comments to help with re-submission.

woman approving and rejecting collection items using client onboarding software
man is happy knowing his client data is safe when using client onboarding software

DATA SECURITY

Keep partner information secure

Keep all partner data and documents in a secure 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. 

BRANDED PORTAL

Branded partner onboarding portal

Spare the hefty expense (and headache) of a custom portal build. With Portalstack, you can easily customize the look and feel to align with your brand assets. Simply upload your logo and background images, select your color theme and secure your custom URL.

small group of professionals sending reminders

AUTO REMINDER

Put reminders on auto pilot​

Stop wasting your time constantly sending reminders when you can automate the process and focus on other tasks. Let Portalstack automate the gentle nudges for you. Say goodbye to the hamster wheel of reminder sending and hello to efficient, stress-free communication with Portalstack.

HOW IT WORKS

Simplify your partner onboarding process

number 1

Build your partner onboarding form

Define the information or documents you require by using our simple drag-and-drop form builder. You can add descriptions, tooltips, images, and videos as needed to make the process super simple for your partners.

number 2

Send a request to your partner

Preview your partner onboarding form and, if everything looks good, assign it to one of your partners to request their completion.

number 3

Your partner completes the onboarding form

Your partner logs into a secure portal to enter the requested information, upload all required documents, and click “submit.”

number 4

You get notified

You receive immediate notification that a partner onboarding form has been submitted and is ready for your review.

number 5

Approve each requested item

You review the information provided and approve or reject each requested item. If an item is rejected and further clarification is required, simply add comments before requesting resubmission. Items that have been approved are locked from further editing.

AUTOMATION

Portalstack makes partner onboarding a breeze with automation features

Autosave

Peace of mind that updates are progressively saved.

Auto Reminders

Schedule auto-reminders and let Portalstack do the chasing for you.

Conditional Logic

Hide or reveal requested items using conditional logic.

Auto Map Common Fields

Ability to pre-populate common fields to eliminate double entry.

CLIENT MANAGEMENT

Portalstack is not just another partner onboarding software point solution

With Portalstack, you can manage the entire client and partner relationship lifecycle on one platform.

client management lifecycle

Create Proposals & Engagement Letters

Use a block editor to create web documents with rich content like images and videos to engage your clients and partners. Receive notifications when clients and partners view or approve your documents.

Communicate & Collaborate with your clients & partners

Portalstack combines all your common business relationship apps into one solution: secure portal, online forms, esignature, invoicing, file sharing, service request management, video conferencing and more.

Why use our partner onboarding software?

If you’re still not convinced, it boils down to two reasons.

Grow your business

Systematize your processes, so you can focus on growing your business.

satisfied client

Your partners will thank you

Everything conveniently in the one spot, accessible 24/7. 

Frequently asked questions

Is there a monthly 'request' limit?

No. Unlike other onboarding software, Portalstack does not impose a limit on monthly ‘active requests’ (i.e. the number of monthly onboarding forms you can send to partners requesting information).

What information can be collected?

Essentially anything that your partners can input or upload can be collected – for example, partner data, business information, content, documents, images, files, etc.

Is there a charge for partner access?

No. You can add as many partners as you want. We only charge you for your internal users under your subscription.

How secure is the data?

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.

Ready to experience the benefits of a modern partner onboarding software?

14-day free trial. No credit card required.

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