Build a Partner Portal That Strengthens Collaboration
Give your partners a branded, secure, and intuitive portal to access resources, track deals, and communicate seamlessly—all in one place.
Put Everything Your Partners Need at Their Fingertips
Manage your entire partner ecosystem, including onboarding, relationship management, contract handling, and compliance tracking, through a single, centralized dashboard that ensures seamless collaboration, real-time updates, and secure data management.
- Centralize and organize all partner contacts within a single portal
- Maintain a structured library of contracts, and compliance documents, accessible only to authorized partners
- Allow partners to e-sign agreements, reducing paperwork and accelerating contract finalization
What is Saasfy?
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How to download the Saasfy on your phone?
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How to setup your Saasfy account?
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Empower your partners with a centralized, structured, and easily accessible resource hub where they can quickly find the latest sales kits, product documentation, compliance materials, and marketing assets.
- Enable partners to upload, share, and collaborate on documents within the portal
- Keep track of past conversations without scrolling through endless emails
- Send real-time alerts when new materials, product updates, or critical information becomes available
What is Saasfy?
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How to download the Saasfy on your phone?
Convallis pellentesque ullamcorper sapien sed tristique fermentum proin amet quam tincidunt feugiat vitae neque quisque odio ut pellentesque ac mauris eget lectus. Pretium arcu turpis lacus sapien sit at eu sapien duis magna nunc nibh nam non ut nibh ultrices ultrices elementum egestas enim nisl sed cursus pellentesque sit dignissim enim euismod sit et convallis sed pelis viverra quam at nisl sit pharetra enim nisl nec vestibulum posuere in volutpat sed blandit neque risus.
How to setup your Saasfy account?
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Gain complete transparency into partner-led sales activities, allowing all partners concerned to seamlessly register, manage, and track deals while ensuring efficient approval workflows and reducing conflicts
- Keep partners informed about deal/project progress, approvals, or required actions via automated alerts
- Allow partners to review, approve, and e-sign contracts and proposals directly sent from the portal
- Maintain an archive of past deals, allowing for performance comparisons, and future planning
What is Saasfy?
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How to download the Saasfy on your phone?
Convallis pellentesque ullamcorper sapien sed tristique fermentum proin amet quam tincidunt feugiat vitae neque quisque odio ut pellentesque ac mauris eget lectus. Pretium arcu turpis lacus sapien sit at eu sapien duis magna nunc nibh nam non ut nibh ultrices ultrices elementum egestas enim nisl sed cursus pellentesque sit dignissim enim euismod sit et convallis sed pelis viverra quam at nisl sit pharetra enim nisl nec vestibulum posuere in volutpat sed blandit neque risus.
How to setup your Saasfy account?
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Make your partner portal a seamless extension of your brand by offering full customization capabilities, ensuring that every touchpoint—from the login screen to dashboards, documents, and notifications—reflects your company’s identity.
- Apply company-wide branding including custom logos, colors, fonts, and themes
- Reinforce your brand identity by keeping the partner portal under your own custom domain
- Adjust the menu structure to match the workflows of your partners for easier navigation
What is Saasfy?
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How to download the Saasfy on your phone?
Convallis pellentesque ullamcorper sapien sed tristique fermentum proin amet quam tincidunt feugiat vitae neque quisque odio ut pellentesque ac mauris eget lectus. Pretium arcu turpis lacus sapien sit at eu sapien duis magna nunc nibh nam non ut nibh ultrices ultrices elementum egestas enim nisl sed cursus pellentesque sit dignissim enim euismod sit et convallis sed pelis viverra quam at nisl sit pharetra enim nisl nec vestibulum posuere in volutpat sed blandit neque risus.
How to setup your Saasfy account?
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Ensure your partner portal remains a secure, compliant, and risk-free environment by implementing enterprise-grade security measures, access controls, and automated compliance tracking.
- Upload, access, and share files with encrypted transfers and role-based document visibility settings
- Protect sensitive partner information with enterprise-grade encryption and multi-factor authentication
- Maintain a history of partner interactions, ensuring transparency and security across all engagements
What is Saasfy?
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How to download the Saasfy on your phone?
Convallis pellentesque ullamcorper sapien sed tristique fermentum proin amet quam tincidunt feugiat vitae neque quisque odio ut pellentesque ac mauris eget lectus. Pretium arcu turpis lacus sapien sit at eu sapien duis magna nunc nibh nam non ut nibh ultrices ultrices elementum egestas enim nisl sed cursus pellentesque sit dignissim enim euismod sit et convallis sed pelis viverra quam at nisl sit pharetra enim nisl nec vestibulum posuere in volutpat sed blandit neque risus.
How to setup your Saasfy account?
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Why Choose Portli?
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Centralize Your Communication
Stop juggling multiple apps and email threads. With Portli, you bring all conversations, updates, and notifications under one roof — whether you’re managing clients, employees, vendors, or partners.
Share Documents & External Links
Easily upload important files to your encrypted portal. Share onboarding forms, e-signature links, or any external resources so your contacts have everything they need in one place.
Enhance Security & Compliance
Safeguard sensitive data with enterprise-grade encryption and multi-factor authentication. Portli is designed to meet compliance requirements while keeping your information accessible to only those you trust.
Fully Customizable for Your Brand
From logos and color themes to branded domain URLs, Portli’s white-labeled solution lets you maintain a consistent brand identity.
Frequently asked questions
How can a Partner Portal improve my business operations?
A partner portal helps centralize communication, automate workflows, and provide easy access to key documents. It reduces the reliance on emails, enhances security, and ensures a more organized way to manage client relationships.
Can I use the Partner Portal for real-time messaging?
Yes, Portlil includes a built-in messaging system that allows real-time conversations with clients. You can send updates, ask questions, and receive responses instantly—eliminating the need for long email threads.
Is it challenging to import my existing data to Portli?
Absolutely. Portli supports bulk imports and CRM integrations, with our team ready to assist. Plus, our customer success team is always on standby to assist you every step of the way.
Do my clients see any of your branding in the Partner Portal?
Portli is fully white-labeled on select plans. All branding, from logos to domain URLs, can reflect your business identity—ensuring your contacts only see your brand.
What are the benefits of using Portli?
a. Increased Efficiency: Manage all your interactions in one place.
b. Greater Transparency: Track activities, documents, and tasks seamlessly.
c. Improved Security: Protect sensitive data with encryption and MFA.
Does the portal support project tracking and approvals?
Yes, our portal allows clients to monitor deadlines, receive automated notifications, and approve/reject proposals directly from the platform—speeding up decision-making and project execution.
How does the Partner Portal help different industries?
The portal is designed to support various industries, including consulting, legal, real estate, accounting, and service firms. It adapts to different workflows, making it a versatile solution for partner engagement.