Create a custom customer document portal without code
Organize and share documents securely with a customizable portal tailored to your business needs and client interactions.
Customize your customer document portal
Set up your portal with only the features your team and clients need. Add new views or workflows at any time—no code or extra setup required.
Document upload and management
Role-based access control
Document approval workflow
Expiration and renewal notifications
Download and sharing options
Activity tracking and audit logs
Bring all your documents together in real time
Connect spreadsheets, document management systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.
Give every user a secure document experience.
Provide each user with tailored access to documents in a branded portal. Set up secure logins, permissions, and document sharing in minutes.
Easy, secure logins
Your document portal is mobile-ready by default. Allow users to view or upload files on any device, anywhere.
Works on any device
Your document portal is mobile-ready by default. Allow users to view or upload files on any device, anywhere.
Automations
Integrate with your existing tools to automate document notifications, approvals, and requests.
User groups
Offer different document access and dashboards for each user group. Easily control who sees which files.
Advanced permissions
Set permission rules for document access, sharing, and editing—customized for any user group or document type.
Security
Keep sensitive documents protected from threats. Softr is fully compliant with SOC2 and GDPR for document security.
.svg)
An AI assistant for your clients
Clients can quickly ask AI for files, updates, or support—getting instant answers from live data, right within your portal.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Spin up a secure customer document portal in minutes with drag-and-drop and simple templates.
Consolidate your stack
Easily add permissions, file types, or workflows as your document management needs change.
Flexible as you grow
Manage documents, share updates, and collect feedback—all in one place, without extra tools.
Build a fully custom customer document portal in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
250+
600+
Frequently asked questions
Build your customer document portal in minutes