Simplify your document process with client portals
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airSlate SignNow solutions for better efficiency
Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to client portals.
Stay mobile while eSigning
Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and client portals later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly client portals without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to client portals and include a charge request field to your sample to automatically collect payments during the contract signing.
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month
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Why choose airSlate SignNow
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Free 7-day trial. Choose the plan you need and try it risk-free.
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Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
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Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Your step-by-step guide — client portals
Benefits of using client portals with airSlate SignNow
- Visit the airSlate SignNow website using your preferred browser.
- If you're new, register for a free trial, or log into your existing account.
- Select and upload the document you need to sign or request signatures on.
- Create a reusable template if you plan to use the document again in the future.
- Open the file to make necessary adjustments: include fillable fields or any additional information.
- Affix your signature and designate fields for recipients to sign.
- Click 'Continue' to configure and send out the eSignature invitation.
By implementing airSlate SignNow, businesses can achieve a remarkable return on investment with its extensive features tailored for budget-conscious small to mid-sized firms. Its ease of use and scalability make it an ideal choice for organizations looking to simplify document management.
Enjoy transparent pricing with no hidden fees and reliable 24/7 support for all subscription plans. Explore how airSlate SignNow can enhance your document workflow today!
How it works
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Upload and prepare documents
Send and sign
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FAQs
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What is the client portal app?
Simply put, a client portal (aka “customer portal”) is a web app that can be accessed via a secure entry point (a login page, typically). The purpose of the web app is to have a secure portal for clients and users to access gated documentation, education, or communications. Your browser can't play this video. -
What is the purpose of a client portal?
Client portals allow users to centralise and virtualise their organization, usually to increase efficiencies and communication. Other advantages of client portals, as distinguished from email, include increased file size limitations and self-service access to a private repository. -
Is client portal safe?
Security. One of the key benefits of implementing a client portal is the ability to provide a secure platform to your customers. This isn't just important; it's crucial. Not only is the data completely safe thanks to server-side security and encryption, but you have the ability to set different levels of access. -
What is the advantage of using a portal system?
Portals offer several advantages. They provide a single point of access to various resources, simplifying navigation and saving time. Portals often offer customization options, allowing you to personalize your experience. -
What is the difference between customer portal and client portal?
You'll often find customer portals with eCommerce businesses, banking platforms, or SaaS companies. Client portals are often used in B2B applications. While businesses can use them to serve customers, they're particularly handy for professional services like law firms, agencies, and accounting practices. -
How do I create a client portal?
How to Create a Client Portal in Just 5 Steps Identify goals and purpose. The goals and purpose of your customer portal must be aligned with the specific needs of your business sector and clientele. ... Select a no-code portal builder for your business needs. ... Customize your customer portals in just 3 min. -
What does a client portal do?
Client portals allow users to centralise and virtualise their organization, usually to increase efficiencies and communication. Other advantages of client portals, as distinguished from email, include increased file size limitations and self-service access to a private repository. -
What is the difference between CRM and client portal?
CRM: Is designed to give your team a centralized view of all customer interactions, from sales to service. Client portal: Is designed to improve the customer's experience by offering self-service tools and direct communication options.
What active users are saying — client portals
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Frequently asked questions
What are client portals in airSlate SignNow?
Client portals in airSlate SignNow are secure, online spaces where clients can access and manage documents. They enable seamless communication and collaboration, making it easy to share files and track the signing process. By utilizing client portals, businesses can offer a more personalized experience for their clients.
How much do client portals cost with airSlate SignNow?
Pricing for client portals in airSlate SignNow varies depending on the plan you choose. Generally, our pricing is designed to be cost-effective, allowing businesses of all sizes to access powerful features. You can visit our pricing page for specific details tailored to your needs.
What features do the client portals in airSlate SignNow offer?
Client portals in airSlate SignNow come equipped with various features such as document tracking, eSigning capabilities, and customizable templates. These features enable users to streamline their document workflows efficiently. Additionally, clients can easily collaborate and communicate through the portal.
How do client portals enhance client experiences?
Client portals enhance client experiences by providing an intuitive and secure environment to manage documents. They empower clients to review and sign documents at their convenience, leading to faster turnaround times. This enhances customer satisfaction and promotes a more professional interaction.
Can I integrate client portals with other tools?
Yes, client portals in airSlate SignNow can be integrated with various third-party applications. This interoperability allows businesses to connect their existing systems and streamline their workflows. Integration options can help in improving efficiency across multiple platforms.
Is it easy to set up client portals in airSlate SignNow?
Setting up client portals in airSlate SignNow is a straightforward process designed for ease of use. Our user-friendly interface guides you through the necessary steps, allowing you to configure your client portal quickly. Once set up, you can start managing client interactions seamlessly.
What security measures are in place for client portals?
Security is a priority with client portals in airSlate SignNow. We implement robust measures such as encryption, user authentication, and data backup to protect sensitive information. Your clients can use the portals confidently, knowing their documents are secure.
Are client portals suitable for all business sizes?
Yes, client portals in airSlate SignNow are designed to be flexible and cater to businesses of all sizes. Whether you are a small startup or a large enterprise, the features can scale to meet your unique needs. By utilizing client portals, you can enhance your document management processes regardless of your business size.