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Description
Streamline your agreements by utilizing legally-binding authorization through Digital Signatures, a robust in-call eSignature solution that guarantees secure transactions. With this tool, customers can easily sign documents and orders on their mobile devices using their fingers, ensuring a quick and convenient process. Digital Signatures simplifies the task for business owners by allowing them to collect electronically binding signatures effortlessly. Additionally, the platform includes features for recording and storing these digital signatures securely. Enhance the entire customer experience by integrating ID Verification, Forms, Document Collection, eSignature, and additional functionalities into automated workflows for a seamless operation. This comprehensive approach not only boosts efficiency but also fosters trust and reliability in digital transactions.
Description
PORTALD serves as a specialized client portal designed for small businesses in the UK, enabling them to efficiently gather documents, photos, forms, and signed agreements. Users can create specific checklists, review uploaded materials, approve submissions, or request replacements along with a justification. Additionally, optional AI checks assess uploads against provided instructions and offer preliminary feedback, although the business retains the ultimate decision-making authority. The platform includes features for online forms, electronic signatures, and staff access with defined roles. With an integration for Xero, clients can easily view and download their invoices, encompassing both paid and unpaid. Accessible via a web browser on either mobile devices or computers, PORTALD eliminates the need for any app installations. The Solo plan is available at £25 + VAT per month for businesses with up to 100 customers and provides 500 MB of storage, while the Practice plan costs £75 + VAT per month, accommodating up to 1,000 customers with 5 GB of storage, a custom portal domain, and priority support. Users can explore a 14-day Solo trial that includes AI checks without requiring a credit card. Developed and managed by IT BOFFINS LTD in the UK, PORTALD aims to streamline administrative tasks and improve client interaction for small enterprises. The combination of user-friendly features and flexible pricing plans makes PORTALD an appealing option for businesses looking to enhance their document management processes.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
£25/business/month
Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Lightico
Founded
2015
Country
Israel
Website
www.lightico.com
Vendor Details
Company Name
IT BOFFINS LTD
Founded
2020
Country
United Kingdom
Website
www.portald.co.uk
Product Features
Digital Signature
Audit Trail
Yes
Authentication
No
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
Yes
