Professional Services Document Portal

Self-Service Document Portal with PDF Generation, e-Signatures and Payments

From the partner

This self-service document portal, built using Softr.io, Airtable, and Pandadoc, enhances client convenience and streamlines document management for professional service firms.

Key Features:

Client Portal Registration and Login: Easily sign up and log in to access documents.
Document Management: Add new documents or edit existing ones effortlessly.
Draft Document Generation: Create drafts with watermarks for review.
PDF Generation and Conditional Text: Generate PDFs with dynamic, conditional text.
E-Signatures: Simplify the signing process with electronic signatures for senders and recipients.
Payment Integration: Use Stripe for secure, seamless payments based on subscription plans.