Customer Portal for Document Management
Advanced Plan
CRM and document management, finally connected.
Request documents from customers, securely share files, track what has been received, review submissions and automate document collection from your CRM.
Fewer disconnected tools. More control.
Every document stays connected to the right customer, company or deal.
Stop searching for documents
Request exactly what you need and give customers a simple place to upload it.
- Document requests
- Due dates and instructions
- Sample files
- Submission tracking
- Automatic email reminders
Always know what’s missing.
One secure portal
Customers get a dedicated space to manage documents and information shared with your company. They can:
- Upload requested files
- Download shared documents
- Check request status
- Access invoices
Secure access via one-time password and encrypted connections.
A portal that looks like your business
Customize the Customer Portal with your Logo, Company name, Brand colors, Custom URL. Available in multiple languages for international customer workflows.
Automate document collection
Make document requests part of your sales workflow.
Automatically create requests when a Deal:
- Is marked as Won
- Reaches a specific Pipeline Stage
Add conditions based on both standard and custom fields.
Automatic reminders keep outstanding documents moving forward.
The right request, at the right stage, for the right customer.
Use the same documents
Create reusable Document Request Templates.
Use them for:
- Customer onboarding
- Compliance
- Contracts
- Applications
- Due diligence
Templates can include instructions, due dates, reviewers, sample files and reminders.
Set up the process once. Reuse it whenever you need it.
Review every document
Manage documents after customers upload them.
- Assign reviewers
- Approve or reject submissions
- Add a rejection reason
- Let customers upload a corrected file
Keep every document accurate and under control.
Ready to simplify customer document management?
Try Onpipeline Free for 30 Days
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Start today