Portal for engaging all your counterparties — in Microsoft 365

softXspace365 family for Microsoft 365 gives clients and customers access to contracts, acts, invoices, license keys and service hours. Clients find their own documents, check subscription expiry dates, and download acts — without waiting for the manager or searching through email.

Document exchange, delivery notes, specifications and tender documentation. Supplier sees the status of their contract approval, downloads signed copies, submits documents for payment — all in one workspace.

Price catalog, partner terms, commissions, marketing materials. Dealer sees their sales metrics, downloads the latest price list, gets notifications about new products — no separate email chains with the manager.

Partners see their projects, support tickets, service hours, and contacts in one place — not scattered across email threads.

Document exchange with recruitment agencies, job candidates, external HR consultants. Secure exchange of resumes, NDAs, test results — no forwarding confidential files by email.

The portal is not limited to counterparty type. Legal firms, auditors, consultants, logistics operators — anyone who regularly exchanges documents with you gets their own secure workspace. Roles and visibility are configured separately for each type.

Counterparty uploads and views their documents with categories: contracts, acts, invoices, specifications, other. Files are stored in your SharePoint Online; the portal shows only what belongs to each counterparty. Access check happens on every request.

Active contracts, amendments, completion acts. Search by number, filter by status, view and download. Counterparty always sees the latest version — not the one sitting in the manager's inbox from 2022.

View, comment, and sign proposals directly in the browser — status updates instantly in CRM. The proposal signing cycle shrinks from weeks to hours.

RFQ/RFP through the portal, accreditation forms with document uploads, verification status tracking. Supplier completes the entire process in one workspace — no rounds of emails or Excel sheets between your procurement team and the supplier.

Track active licenses by key, seat count, and expiry date — renewal reminders sent automatically. Counterparty sees their own keys — no more lost emails to the manager asking "send me my license key".

Service hours with a usage progress bar, support tickets with statuses (open / resolved / in progress), and a button to create new requests through the portal. Client controls their support budget and sees progress — manager gets fewer inquiries.

Counterparty creates requests, orders, specifications directly in the portal — using a built-in template builder. Fill in the form — get a ready PDF or Word in the correct format. No manager involvement, no email template sharing.

Counterparty sees their account manager and your project team — names, titles, contacts. Sees who from their side has portal access. No more "who should I write to?" — the answer is always on one page.

Administrator publishes news, announcements about changes, instructions and FAQ directly in the portal. Counterparty sees current information after login — no mass email newsletters.

Logo, primary color, accent color, favicon, domain portal.yourcompany.com, custom login page. Each counterparty sees your brand. Configured through the admin panel — no code changes, no developer requests.

English, Ukrainian, Polish, German out of the box. Counterparty chooses their language — preference is saved. For international companies with counterparties from different countries — one portal, multiple language versions. Adding a new language — no code changes.

Manager lives in the familiar softXspace365 interface, not in two systems. Grant counterparty access, configure visible sections, publish announcements — all from the same system where deals, contacts and documents are managed.

Each counterparty type sees only what they need: client sees contracts and licenses, supplier sees acts and tender documentation, partner sees commissions and project files. Access is configured separately for each role.

Each counterparty technically cannot see another's data — even with valid login. Access check happens on every data request. Audit of all actions: who logged in, what they viewed, what they downloaded. Data stays in your Microsoft 365.

SharePoint Online stores your documents, Outlook delivers notifications, Teams keeps communication with counterparties — all without leaving Microsoft 365. Power Automate triggers workflows, Power BI surfaces counterparty analytics. Manager continues working in the familiar environment.

CRM data (deals, proposals, contacts) automatically appears in the portal. Contract for contracts, Procurement for procurement — the portal shows only the counterparty's portion. No separate integration setup needed — data is already in one space.

DocuSign, Adobe Sign and providers listed on the EU Trust List — legally binding under eIDAS (as amended by Regulation 2024/1183) in the EU/UK and under ESIGN Act + UETA in the US. Sign proposals and contracts directly from the counterparty workspace.

Integration with e-invoicing platforms and accounting systems — signed acts, invoices, and tax documents surface in the counterparty workspace automatically. Full audit trail of every document exchange. REST API covers any system not natively supported.

Built-in template builder — counterparty creates requests, orders, specifications in the correct format. Templates stored in your SharePoint Online. Counterparty fills the form — gets a ready PDF or Word file.

REST API for integration with any external system — Microsoft Dynamics 365, SAP, Salesforce, NetSuite, or custom ERP. Webhook events for automation: new document, signed proposal, ticket status changed. Everything available in the UI — accessible via API.

Today: counterparty asks "send the February act", manager searches email, forwards, counterparty can't find it — asks again. With ClientPortal: counterparty logs in and sees all their documents, acts, invoices. Manager stops the forwarding loop — document turnaround drops from days to minutes.

Proposal goes to Outlook, then forward to the internal approver, then gets lost, then reminder. With the portal: counterparty views the proposal in the browser, signs with one click, status updates in CRM the moment they click sign. Signing shrinks from 2–4 weeks to hours.

Your SharePoint stores the files, your CRM stores the counterparty data. The portal only surfaces each counterparty's own portion. No data duplication, no third-party databases, no new security risks.

To give a counterparty direct access to SharePoint or Teams, you need separate licenses or guest access with security risks. ClientPortal solves this: counterparty creates an account, logs in — no Microsoft licenses, no guest access.

Clients see contracts and licenses. Suppliers see acts and tender documentation. Dealers see prices and commissions. Candidates see NDAs and test results. Each counterparty type sees exactly what they need. One portal — zero overlap, zero confusion.

Counterparty sees your logo, your colors, your domain. Not the vendor's brand, not a generic interface. Counterparty's trust is in you, not a third-party service. Configured in the admin panel in under an hour — no developer, no ticket, no waiting.

Contracts, acts, licenses — already stored in SharePoint Online and your CRM. The portal only opens counterparty access to their portion. No migrations, no new databases, no ETL processes.

Counterparty data is protected the same way as your corporate email: Microsoft Entra ID (formerly Azure AD), MFA, DLP, encryption. ISO 27001-aligned, SOC 2 Type II, EU GDPR and UK GDPR — already covered by your Microsoft 365 subscription. softXspace365.ClientPortal inherits these certifications — plus eIDAS (as amended by Regulation 2024/1183) for legally binding e-signatures across the EU and UK.

A separate portal SaaS is another vendor, another contract, another database where you send customer data. softXspace365.ClientPortal runs on the infrastructure you already have.

Start with 30 counterparties — scale to 1,000 with no architecture changes. Fixed tenant pricing means cost does not grow with counterparty volume. Full rollout in 3–6 weeks — first counterparties log in within a week of kickoff.

Portal works in any browser — desktop, tablet, phone. Counterparty on the go downloads an invoice, checks contract status, signs a proposal from their smartphone — just like from an office laptop. No separate mobile app.

430+ million Microsoft 365 business users worldwide; the platform is the productivity backbone for the majority of Fortune 500 companies. Your counterparty portal runs on the same ecosystem that evolves faster than any standalone portal vendor.