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What is Partner Portal?

The Partner Portal simplifies the entire process of vendor management, covering everything from the initial onboarding and qualification stages to procurement, which incorporates shipment tracking with EDI capabilities and extends into billing and accounting functions. By optimizing your procure-to-pay workflow, you can significantly reduce the risk of supply chain disruptions. With exceptional visibility and access to real-time data insights, you can make well-informed decisions, whether it pertains to choosing vendors, delivering the best products and prices to clients, or fine-tuning your supply chain activities. This platform enables centralized management of all partners, vendors, suppliers, and franchisees, transforming procurement into an easily monitored system that features approval workflows. Furthermore, it streamlines vendor onboarding with performance ratings that aid in assessing risks while providing a comprehensive self-service management portal for vendors. Notably, this digital solution is advantageous for vendors who may not have an online presence, ensuring that the vendor management process is inclusive. In conclusion, the Partner Portal not only boosts operational efficiency but also strengthens relationships with all involved parties, ultimately leading to a more collaborative environment. This fosters a sense of community among vendors, which can lead to better partnerships and shared success.

What is Omi?

Omi presents a cohesive platform that allows for thorough management and oversight of finances, contracts, and vendors, featuring an easy onboarding process alongside strong controls. Effortlessly enhance your contract and vendor management workflows with Omi’s user-friendly tools. The system simplifies vendor tracking while providing you with actionable financial insights, effectively replacing cumbersome spreadsheets. All contracts are centralized in one accessible location, ensuring they remain consistently updated. With a single dashboard, you can quickly access upcoming renewals and notifications. The platform’s robust financial controls support effective budgeting and strategic planning. You can easily search for and collaborate on contracts, which helps to reduce inefficiencies and maximize your savings potential. Incorporate your financial policies into every purchase and request to maintain tight control over cash flow through efficient invoice reconciliation, seamless accounting integration, and organized payment workflows. Omi acts as the ultimate source of truth for all your financial and operational requirements. Additionally, effortlessly link your procurement technology stack with Omi for improved visibility and control, all while minimizing disruptions for your stakeholders. This integration empowers your organization to make well-informed decisions and enhances overall operational efficiency.

Media

Media

Integrations Supported

Docusign
Google Calendar
Google Sheets
Microsoft Excel
Microsoft Outlook
QBox
QuickBooks Online
Slack
Xero

Integrations Supported

Docusign
Google Calendar
Google Sheets
Microsoft Excel
Microsoft Outlook
QBox
QuickBooks Online
Slack
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Partner Portal

Date Founded

2020

Company Location

United States

Company Website

www.partnerportal.ai/

Company Facts

Organization Name

Omi

Date Founded

2021

Company Location

United States

Company Website

www.tryomi.com

Categories and Features

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Vendor Management

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

Categories and Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Vendor Management

Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

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