Self-Service Portals empower users to manage their own data, submit forms, track requests, and access services without needing direct assistance. This module enhances user experience by providing a centralized, intuitive interface where clients, employees, or partners can interact with business processes independently. By automating routine tasks and offering personalized access to forms, workflows, and documents, Self-Service Portals reduce administrative overhead and improve efficiency across various departments.
Create fully functional portals with drag-and-drop ease, no coding required.
Design multi-page portals with interactive content and navigation.
Add charts, forms, tables, and custom widgets to enhance portal functionality.
Save portal layouts and components for reuse across multiple projects.
Restrict access to specific portal sections or pages based on user roles.
Design user-friendly portals with widgets, charts, and shortcuts.
Customize portals with logos, themes, and company colors.
Tailor portal experiences based on user roles (employees, clients, partners).
Host portals on branded URLs for seamless integration with existing digital assets.
Launch workflows, monitor progress, and receive notifications.
Users can review, approve, or reject requests directly from the portal.
Notify users of pending tasks, approvals, or status updates.
Enable users to communicate and collaborate directly within the portal.
Send reminders for incomplete forms, pending tasks, or upcoming deadlines.
Allow users to switch portal languages for global accessibility.
Portals adapt to any device, ensuring mobile, tablet, and desktop compatibility.
Users can save progress and return to complete forms or tasks at a later time.
Personalize the portal’s visual identity to reflect corporate branding.
Pull and display customer data directly from tools like Salesforce, HubSpot, and Zoho into portal dashboards.
Integrate with ERP platforms (SAP, Oracle, Microsoft Dynamics) to reflect real-time inventory, procurement, or HR data.
Connect to tools like Asana, Jira, and Trello to let users track and manage project tasks within the portal.
Link portals to SQL, NoSQL, and cloud databases to pull real-time data directly into forms and workflows.
Allow users to submit data that automatically updates external databases, ensuring information is consistently synchronized.
Define API-based access to databases while maintaining encryption and secure authentication protocols.
Use APIs to connect portals to external applications, enabling data exchange and automation between systems.
Configure webhooks to notify external systems when users complete portal actions (e.g., form submissions, workflow approvals).
Automate real-time synchronization between portals and third-party tools, keeping all systems updated simultaneously.
Enable seamless portal login through SSO providers such as Okta, Azure AD, and Google Workspace.
Sync with external identity providers to enforce granular access control within the portal.
Allow users to upload and retrieve files from Google Drive, OneDrive, Dropbox, and Box directly through the portal.
Integrate with PDF Studio to dynamically generate and archive documents based on form submissions or workflow outputs.