Walk new accounts through, step by step
Ordered Onboarding Sequences
Line up several forms to appear one after another: terms, then details, then declarations. Nobody skips a step, and nobody gets in until they’ve finished.
Solutions
Vendor portal software
Buyers onboarding suppliers and holding their compliance and insurance documents.
A private, branded portal you set up and change yourself: your domain, your content, and full control over who sees what.
Vendor portal software
- Set up by you
- No need for a developer
- Ready to use
Plans start from £49/month.
First 3 months FREE, with free setup support, for a limited time.
Select features for vendor portals
Nobody starts until their paperwork checks out
Every decision recorded
Recorded Decisions
Approve or decline, with a reason on record for every decision made. Review submissions in one queue and decide. Declined applicants get your reason automatically, and you choose whether they can fix their answers and try again.
Access opens the moment you approve it
Automated Tier Provisioning
Approving someone puts them on the tier you chose, which opens the content that tier allows. Declining switches their access off. You don’t have to set up a thing.
Accounts for companies, not just people
Organisation Accounts
Group colleagues under one organisation account with its own owners and members. Ask for agreements once per organisation instead of chasing everyone individually.
Submissions never change retroactively
Immutable Form Submissions
Answers frozen the moment they’re given. Each submission stores its questions and answers exactly as they stood. Edit the form later and past records stay put.
See who did what, and when, all recorded
Platform Audit Trail
Every meaningful action in your portal is logged with the person, the time, and what changed in a full activity log. Filter by type, or search for who did it.
Frequently asked questions
Get answers to questions about vendor portals
Here are the top questions we receive for vendor portals, covering setup, access and brand control. If you have a specific requirement not addressed below, get in touch and we will walk you through it.
- Do I need a developer to set it up?
- No. Everything is done from the dashboard: domain, branding, content, portal navigation, forms, tiers, permissions. There’s nothing to install, nothing to host, and no code to write or maintain. If you’d rather not do it yourself, free setup support is included in every plan.
- Does it work for companies rather than individuals?
- Yes. An organisation account groups several people under one shared account with its own owners and members: a client company, a member firm, a building. You can ask for agreements once per organisation instead of chasing everyone in it.
- Will it look like my own site?
- Yes. Connect your own domain, set your brand colours and typeface, upload your logo, and customise your navbar, pages and footer. Add any information you like, including links to your website and social channels.
- How do people get access?
- However you want. Open registration lets anyone sign up and get in straight away. Or ask them to apply first, read what they’ve sent, and approve or decline with a reason. Either way, approval puts them on a tier that decides what they can see, and you can switch between the two whenever you like.
- Do cheaper plans have fewer features?
- No. Every plan includes the core product, your own domain and the approval workflow. Plans differ by capacity (contacts, organisations, seats, storage) and by the level of support. For a limited time, the first three months are free, a good chance to work out what fits you best.
- What record do I get of what people agreed to?
- Every acceptance of your terms or privacy policy is stored with the date and where it came from. Submissions keep their answers as they were given, so editing a form later doesn’t rewrite what someone already told you. Update a policy and everyone affected is asked again.