Make a good first impression with Portalstack's modern partner onboarding software solution for professionals and service businesses.
No credit card required
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).
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.
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.
PARTNER ONBOARDING FORMS
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.
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.
Avoid overwhelming your partners with text-heavy instructions. Incorporate rich content like images and videos to create an engaging experience while communicating important information.
Get notified immediately when an onboarding form is ready for your review. Get daily notifications of the completion rate for all in-progress forms.
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.
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.
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.
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.
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
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.
Preview your partner onboarding form and, if everything looks good, assign it to one of your partners to request their completion.
Your partner logs into a secure portal to enter the requested information, upload all required documents, and click “submit.”
You receive immediate notification that a partner onboarding form has been submitted and is ready for your review.
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.
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.
With Portalstack, you can manage the entire client and partner relationship lifecycle on one platform.
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.
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.
If you’re still not convinced, it boils down to two reasons.
Systematize your processes, so you can focus on growing your business.
Everything conveniently in the one spot, accessible 24/7.
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).
Essentially anything that your partners can input or upload can be collected – for example, partner data, business information, content, documents, images, files, etc.
No. You can add as many partners 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.