Menu

Client Portal

Automate interaction with all your company counterparties — create, approve, and sign digital documents or just exchange any information. With our solutions for client and supplier agreement management, you will be able to work reliably and safely with your partners 24/7 from anywhere in the world and from any device

Contact us Request a demo
Get a product presentation now

We will send a link to your email

A one-stop portal for all counterparty interactions

Give each of your clients or partners a personal account, which will make it possible to exchange contracts, invoices, acts, and specifications, take orders or give access to corporate information, services, and support. The partner portal software will help you save time and money on document exchange, will increase business processes' speed, and also will help to rise up client loyalty

Opportunities that will make your work special

Request a demo
Web portal

Easy and convenient portal with your corporate style, where all your counterparties can enter their personal accounts and get useful information

Counterparty accounts

Each client, partner, or supplier gets their own account to interact with your company, process documents, and exchange information

Company’s information space

Work with incoming and outgoing documents in the ready-to-use information space, and integrate the Client Portal with existing company systems

Document management

Automate processes of creation, approval, signing, and monitoring, and work with any type of document online with no need to exit the system. The system also supports invoice automation, making it easier to manage invoicing efficiently and accurately.

Digital signature

All documents have legally significance due to the use of digital signatures, which also helps the signing processes pass with maximum speed and safety

Document storage

All documents are reliably and confidentially stored in a secure cloud storage with 24/7 access

Web portal

Easy and convenient portal with your corporate style, where all your counterparties can enter their personal accounts and get useful information

Counterparty accounts

Each client, partner, or supplier gets their own account to interact with your company, process documents, and exchange information

Company’s information space

Work with incoming and outgoing documents in the ready-to-use information space, and integrate the Client Portal with existing company systems

Document management

Automate processes of creation, approval, signing, and monitoring, and work with any type of document online with no need to exit the system. The system also supports invoice automation, making it easier to manage invoicing efficiently and accurately.

Digital signature

All documents have legally significance due to the use of digital signatures, which also helps the signing processes pass with maximum speed and safety

Document storage

All documents are reliably and confidentially stored in a secure cloud storage with 24/7 access

Get our product — get all you need

  • Counterparty registration and authorization

    On the web portal, each of your counterparties can register and create a personal account on their own to interact with your company. You can also invite counterparties only by yourself if there is a need to limit public access to the portal. There additional MFA identification ways are available for the registration and authorization (QES, SMS, Email, etc.) to provide account defense

  • Counterparty account

    Each counterparty gets a personal account, where they can fast and securely exchange with your company any documents, and get all necessary working information such as news, announcements, special offers, etc. This account keeps all related documents and also consolidates all tasks and reminders. For example, a counterparty in the agricultural sector can easily manage invoices related to crop sales and equipment purchases, enhancing the efficiency of financial transactions with our agribusiness software solutions. The counterparty administrator will be able to add responsible employees, for example for document signing and approval. In the personal cabinet, the counterparty can also set up a profile, add contact information, check current state and role, view instructions, or use the company's service desk

  • Counterparty accreditation

    Sometimes, before starting to completely interact with the counterparty, you need to perform procedures of verification, for example in financial, juridical, or security company's services. Thanks to the counterparty portal, your clients, suppliers, or partners will be able to pass those processes easily - they just need to specify all required information about their company and its owners, attach documents, and choose a direction for future cooperation. In addition, this process becomes easier and more convenient due to the integration with counterparty verification services (YouControl)

  • 24/7 work with any documents

    The product provides all necessary for convenient work with documents through all stages of interaction with counterparties processes. You will be able to sign documents by digital signature and exchange documents in minutes, edit and review documents online directly in the system with no need to install additional software. There is also available version tracking and monitoring of document change history, that allows you to restore a lost file or view the authors of changes. In addition, all documents may be interconnected for the complex processing of all required information

  • Documents registration and numbering

    The product contains ready-to-use business process automation for processing typical documents starting from creation or registration to their storage. The system has the ability to create various documents of any type/kind by adding individual attributes, that will help to work with documents efficiently within all their lifecycle. Due to the designer of automatic document enumerators, all system items are registered and numbering meeting the company policy, utilizing the mechanism of preventing duplicate registration or cloning. In addition, control over filling document required attributes is present

  • Approval designer

    Employees will be able to build an approval process of any complexity due to the dedicated flexible designer, including easily choosing the approval type (sequential, parallel, mixed), determining persons to approve, and setting up stages parameters. Typical documents could have predefined approving templates with configuring automatic definitions of approval or accreditation routes (stages, users, sequence) by a bunch of conditions (document type, currency, amount, industry). In addition, all events of the document’s lifecycle are kept in the history of actions, including date, time, and comments

Why does the softXspace Client Portal?

  • Time and resources saving

    softXspace Client Portal allows you to automate all processes of interaction with company counterparties, that leads to a significant reduction in document processing time, a reduction of up to 60% in operating losses, a 30% reduction in administrative expenses, and a reduction of financial risks due to delays. The time for approval and signing of documents is reduced from 2-3 weeks to 1 hour. The client portal software is built on the softXspace platform, which allows you to implement it on a completely free stack of server products (OS, DB, application server, and development tools). This will provide a low cost of system ownership and extremely low overheads for connecting new users.

  • Reliable and safe 24/7 access

    The product provides a reliable and confidential channel for interaction with counterparties from anywhere in the world, while document storage in the cloud avoids data leaks, and provides users secure access at any convenient time. You will be able to have full access to files 24/7 and work from anywhere and at any time, including the ability to teamwork and document online editing, that assists comfortable remote employees operations and interaction simplification of employees from different divisions

  • Standardization and control

    Due to the standardized processes of all working procedures, you can forget about mistakes while creating and accompanying important business documents such as contracts, acts, invoices, purchase requests, etc. Configure standard approval routes, work with typical document templates, and provide compliance with regulations and all approved procedures. Improve execution discipline thanks to the term monitoring, reminders about execution end terms coming, notifications to the manager, etc. Be assured that documents have passed all required approval and signing stages. For instance, when managing monthly vendor payments, our invoice automation software simplifies the process by automatically routing invoices for approval, sending reminders for pending payments, and ensuring that all invoices are accurately logged and tracked. This not only enhances efficiency but also minimizes the risk of late payments and errors.

Connect integrations

  • softXspace platform

    With the help of the softXspace platform capabilities, you can transform your everyday routine work, automate processes and create a modern information space in a short time with minimal costs. Our Low Code tools for the personal development of business processes without programming will allow you to quickly build individual forms, cards, and many more

  • softXspace product line

    You can quickly integrate our ready-to-go products with a document workflow system, contract automation, procurement management, etc. Powerful open API (REST, SOAP, a full-fledged CMIS standard implementation) allows you a rapid integration of the product into the company information space

  • Third-party systems

    Establish a unified integrated IT infrastructure due to the ability to combine the product with third-party systems: ERP, ECM, DMS, internal portals, The ability to integrate with acounting systems and CRM (Dynamics 365, SAP, Salesforce), automated banking systems, or other systems that support integration abilities

Our clients

KERNEL

The world's leading and Ukraine’s largest producer and exporter of sunflower oil

ArcelorMittal

World’s leading steel company

Raiffeisen Bank

One of the leaders in the banking system of Ukraine

RISOIL S.A.

One of the largest exporters of crude oil and by-products of sunflower processing from Ukraine

ING Bank

Among top 3 banks servicing international clients in Ukraine

Metinvest

International mining and metals company, one of the largest companies in Central and Eastern Europe

Naftogaz Digital Technologies

The first internal IT service center in the public sector of Ukraine

ProCredit Bank

Part of the Procredit Holding AG group of companies (Germany)

UKRSIBBANK

Ranks second in the TOP-20 most reliable banks in Ukraine

LOGIT Management Consulting 

Advises, empowers and supports more than 1,000 organizations in more than 70 countries each year

Niva Pereyaslavshchina

TOP-3 among pork producers in Ukraine

Globus Bank

Ukrainian Commercial Bank

Turbogaz

Development, manufacture, installation and maintenance of equipment for the gas industry

Piraeus Bank

The largest Greek bank and the company in the country

Dongorbank

Ukrainian Commercial Bank

DonetskMiskGaz

Supplier of gas for industrial, communal and household purposes

Nurbank

One of the leading banks in the Republic of Kazakhstan

COFCO Agri Resources Ukraine

One of the largest manufacturers, processors and traders of agricultural products

AVK Company

One of the leaders of the national confectionery market

Get a product presentation now

We will send a link to your email

Start now

Ask for an individual demonstration right now and open the new abilities to interact with all your company counterparties

Request a demo

What’s new?

  • Banking Proccessing Automatization and Centralization

    February, 2025

    Streamline your banking operations with soft Xpansion's Low-Code/No-Code solutions. Manage documents, automate lending processes, optimize board meetings, and centralize data storage with eArchive and Back Office modules.

    Read more

  • Document Management on a modern Low-Code/No-Code platform

    January, 2025

    Low-Code/No-Code platform for enterprise process automation offering solutions like contract management, document handling, centralized eArchive, B2B collaboration, and integration with CRM, ERP, and other services. Features include automated workflows, template-based document creation, and digital signatures

    Read more

  • Document Management and Process Automation for Microsoft 365

    December, 2024

    softXspace365 offers a comprehensive solution for automating business processes within Microsoft 365. Features include a digital workspace, no-code process automation, document management with templates and archiving, task tracking, and seamless integration with tools like DocuSign.

    Read more

Banking Proccessing Automatization and Centralization

February, 2025

Streamline your banking operations with soft Xpansion's Low-Code/No-Code solutions. Manage documents, automate lending processes, optimize board meetings, and centralize data storage with eArchive and Back Office modules.

Read more

Document Management on a modern Low-Code/No-Code platform

January, 2025

Low-Code/No-Code platform for enterprise process automation offering solutions like contract management, document handling, centralized eArchive, B2B collaboration, and integration with CRM, ERP, and other services. Features include automated workflows, template-based document creation, and digital signatures

Read more

Document Management and Process Automation for Microsoft 365

December, 2024

softXspace365 offers a comprehensive solution for automating business processes within Microsoft 365. Features include a digital workspace, no-code process automation, document management with templates and archiving, task tracking, and seamless integration with tools like DocuSign.

Read more

soft Xpansion is an international company with more than 25 years of experience in the development and implementation of software products

Join us
Contact us