Closing deals should be simple, but getting a signed contract from your customer can feel like a game of email tag. That ends with Portal’s built-in digital signatures. You get secure customer agreements—without bouncing between multiple tools.
Why Digital Signatures Matter for Integrators
In the fast-paced world of AV, Security, and IT integration, the moment a customer is ready to sign is the moment you need to capture it. But you're not always in the same room, and traditional signature collection methods are clunky at best. Printing, scanning, and emailing back and forth isn’t just inconvenient—it’s unprofessional and prone to error.
Some teams turn to third-party tools like DocuSign, but that adds extra steps and software bloat. Portal streamlines everything with an integrated digital signature system that works directly inside your proposals.
A Seamless Signature Experience
Here’s how Portal makes contract acceptance frictionless:
When a proposal is submitted, the customer clicks a secure link to verify their email.
To accept the proposal, they must digitally sign it within the Portal interface.
Portal records key metadata like IP address, browser, and OS.
A tamper-proof PDF is automatically generated with the signature and metadata.
That final, signed document is locked with a digital fingerprint and stored in the proposal history.
Your customer gets a copy. You get peace of mind. And everything happens in one smooth, professional workflow.
Key Advantages of Portal Digital Signatures
Secure & Legally Binding: Digital fingerprinting and metadata ensure authenticity.
No Extra Tools: No need for DocuSign or PDF editors.
Fast & Professional: Customers sign quickly and easily, right in the proposal.
Permanent Record: Every signed proposal is archived and downloadable anytime.
It’s simple, secure, and seamlessly integrated into the Portal experience—because getting paid should never be a pain.
Included in Every Plan
Portal's digital signatures are available across all plans, because we believe that every integrator deserves secure, streamlined contracts.
From Quote to Close, All in One Place
This feature underscores Portal’s commitment to simplifying business tools for integrators. By embedding secure digital signatures directly into the proposal flow, we eliminate unnecessary friction. That means fewer tools, fewer steps, and faster deals.