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What is Portal?

Presenting an innovative client portal crafted for progressive businesses. Clients can conveniently access the portal via your website to upload files, sign contracts, process payments, engage in messaging, and much more. This comprehensive application includes all the essential tools for running a virtual business, such as billing management, file sharing, e-signatures, messaging capabilities, client intake forms, and an extensive knowledge base. The adaptable portal allows you to customize the visibility of content for your clients. You can opt to host the portal on your own domain, making sure that every aspect is in harmony with your brand image. Whether you decide to integrate it with your current marketing site or use our website builder to design a dedicated page for your services, the options are vast. Enhance your client portal further by adding secure file-sharing and eSignature functionalities, effectively superseding services like Google Drive, Dropbox, ShareFile, and DocuSign. Moreover, by including the billing module, you can deliver a branded payment experience to your clients, replacing tools such as Bill.com and FreshBooks. Streamlining the client intake process becomes a breeze with the intake forms module, allowing you to eliminate the need for platforms like Formstack and Microsoft Forms, thus improving overall efficiency and coherence. This portal not only transforms your interactions with clients but also guarantees a smooth and professional experience at every point of contact, making it an indispensable asset for modern businesses. Ultimately, adopting this portal could lead to significant improvements in client satisfaction and operational effectiveness.

What is Formsio?

Formsio represents a state-of-the-art solution for document automation, specifically tailored for industries that are traditionally paper-dependent, as it streamlines their operations, significantly reduces paperwork turnaround times, and enhances the customer experience. By revolutionizing document management, Formsio produces HTML documents on-the-fly, distinguishing itself from competitors that typically use conventional PDF or DOC formats. This innovative method is particularly advantageous for sectors that require template-based documents with signatures, extensive data handling, intricate calculations, and bulk distribution to clients, contractors, and employees. The highest interest in our offerings is evident in industries such as law, finance, compliance, human resources, real estate, and insurance. Our user-friendly graphical designer enables users to easily craft dynamic HTML forms and documents, replacing outdated PDF files that often impede signature processes and create workflow inefficiencies. Moreover, this forward-thinking functionality empowers businesses to adapt swiftly to client demands, ultimately fostering greater operational efficiency and enhancing customer satisfaction. With Formsio, organizations can look forward to a future where document management is no longer a bottleneck but a seamless component of their operations.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$69 per month
Free Trial Offered?
Free Version

Pricing Information

$250 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

Portal

Company Location

United States

Company Website

www.joinportal.com

Company Facts

Organization Name

Formsio

Company Location

United States

Company Website

www.formsio.com

Categories and Features

Billing and Invoicing

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

Digital Signature

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

File Sharing

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

Forms Automation

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

Knowledge Management

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

Live Chat

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

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Digital Signature

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

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Forms Automation

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

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