B2B Portal for Clients and Partners

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

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

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)

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

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

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

Discuss important questions and leave comments not only inside the attached file but on the document card too. Exchange comments between your company and counterparty easily and conveniently online at any stage of document processing. All comments and answers will be shown in a simple tree view, while some comments may have limited access

Automate legally significant document workflow with your counterparties completely due to signing documents by digital signatures both from your company side and from the counterparty side. The system supports the ability to assign additional signers for attaching several digital signatures, and operations on several documents, including batch digital signing. You will always be able to see the document signatories list with indicating of state and date of signing, verify attached digital signatures, and download a file containing digital signatures (P7S) or the document with overlayed visualization of digital signatures

To be ensured in correct field filling or completeness of the attached document pack, we made a convenient checklist with indicators. Now, it will be easy for you to control the completeness of received accreditation documents, the presence of a complete specifications list, acts, or any additional contractual documents. With the invoice automation process, our system checks for the correctness of filling form fields, the presence of electronic signatures, and provides the possibility to comment on them.

Over the whole document lifecycle, the ability to work online with your team is provided: edit, review, comment, and consolidate changes

Give your counterparties access to the templates library of any documents (typical contracts, invoices, acts, orders, commercial proposals, specifications, etc.). Thanks to ready-to-use templates (DOCX, XLSX), the creation of the new document becomes significantly simpler, and automatic fields autofill from the document card will make that process more convenient and faster than ever

Round-the-clock access to all documents from any device and any place with available Internet access. You can create, approve, and sign the document, make resolutions, perform tasks, or just view all necessary information at a convenient time. There is also an export to Excel available of the document database or just a separate list, or of the search results for later processing

The ability to keep all versions of the document while working on it. Thus, provides access to the required document version with no need to search for the necessary revision in the mail, on the desktop, or be forced to create it from scratch

Configure connections between document cards or files for permanent access to full information. For example, you can link the order with the appeal, the protocol with assignments on service notes, the incoming document with the outgoing one, or even the tender application with all related documentation and additional files

You will be able to efficiently control the execution of the required actions, tasks, and deadlines for exchanging documents with your counterparties. Speed up the execution of tasks for signing, approval, refinement, and document prolongation with the help of effective monitoring and reminders. The function of cyclic control allows you to monitor repeated tasks and events, such as contract prolongation, invoice issuing, giving specifications, or making purchase requests

To not miss the control terms and not forget about your tasks, you can get automatic notifications and reminders via email or SMS. You can also configure individual notifications, using the templates (design, content, links, buttons) and setting rules, terms, and actions to notify with

A flexible and multifunctional search allows you to easily find the necessary documents and tasks, which is especially convenient due to the document content full-text search. Besides, it is possible to search documents not only on the system level as a whole but in separate categories, set and save filters by attributes, sort and group items, and also export search results to Excel

There is a functional module of business administrator for the counterparty portal administrating where you can manage the portal, counterparty accounts, content, and many more. Administrators are able to set up classifications and record-keeping, invite and register counterparties, make registries of counterparties and their authorized representatives, conduct system events audit, and track user actions. There is also the possibility to manage role models with such options as giving or limiting access and changing personal data or user passwords.
In addition, you will be able to manage accreditation documents and reference information, specify responsible persons, and set up counterparty account content, according to the role of authorized representative

The registry keeps complete information about each of your counterparties, their details, or personal data. This is where you can get such contact information as addresses, phones of representatives or contact persons, etc.

Easy setting of available functions in the system for different user groups. A flexible configuring of user rights and access policy, separating user powers, and full-fledged Azure Active Directory support

Keeping the detailed history in the system gives you the ability to view this data over the whole system or by a single user and generate audit reports. The complete information about document processing is kept: the course of the approval process, signing, task execution, controlling, saving, and commenting with precise time stamps. The system stores all document versions at the same time, so you don’t need to worry about important information loss, and you can restore the previous document version at any time

Generate your own information-analytical reports on documents, export report results to Excel, use dashboards to visualize the data and understand the key indicators of activity, employees' workload, etc.

A systematized representation of information in a standard user interface, a unified cards design, all controls are always in the usual place. Ability to the full-fledged work from a mobile or any other devices, adaptive design for different screen sizes

User interface customization and the ability to complete adaptation under your brand book with the possibility of individual configuration of representation and product outlook

Support of multilingual user interface (EN, DE, PL, UK, etc.), setting of various user-preferred interface languages

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.

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

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.

We use only cutting-edge technological solutions and our LowCode platform softXspace allows you to develop solutions on your own by using no-code tools. We use such modern technologies of user identification to secure the data as Bank ID, Mobile ID, QES, and two-factor authentication (MFA). We also provide data encryption both to network transferred data and to the storage of documents and metadata. In addition, our products have a modern design, which is adapted for work on mobile devices and allows working in the system just through the browser

The product can be quickly adapted both under small or middle enterprises and under large corporate businesses with widely branched regional structures, with employees and clients throughout the world. Our products based on the softXspace LowCode platform have rich abilities for configuring and development, including own processes, digital forms, and document templates development without programming. The system supports horizontal and vertical scaling, and can be used for building fault-tolerant configurations for the guaranteed quality of employees’ work

The product can be placed centralized or locally, as it has the possibility to be installed both in the cloud and in your company infrastructure or built as a hybrid solution. Easy product setup allows you to implement it in the organization quickly, adapt it under the processes and corporate standards, and operatively develop the additional functionality. We can also provide solutions for integration tasks, training, detailed product documentation, quality warranty, and service support

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

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

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

Ability to integrate with Microsoft 365 services (Outlook, Teams, OneDrive, SharePoint, Microsoſt Exchange, Word, Excel, Power BI, etc.), Google (Drive, Document, Gmail, Calendar, Meet, etc.). Integration with services of electronic signing, online sites of legally significant document workflow, counterparty verification services, etc.

Provide a full-fledged legally significant document workflow thanks to the integration of document signing services (use keys of most popular Ukrainian TSP, Diia Sign, digital signature service (DSS), Adobe Sign, DocuSign, and others). Ability to net/cloud storing of keys and rich functionality of signatures visualization

Our scan&recognition module allows you to implement the functionality of text recognition from scanned documents of any format, the ability to search by the text content of scanned documents, stream scanning directly into the system, and processing of QR and bar codes