Custom Portal Templates | Pre-built Portals That You Can Customize
  • Platform

    Sales Deal Rooms

    Demo Follow-Up
    Proposal & Quote

    Post-Sales Deal Rooms

    Mutual Action Plan
    Client Portals

    Automation

    Process Automation
    Workflow Automation
    Order Form Automation

    IntroducingDeal Rooms Overview
  • Solutions

    One Solution for All Your Processes

    Everything you need to close deals & manage projects.

    Book a Demo
    Marketing Agencies

    Stand out from the crowd with DocsCube Deal Rooms
    Startups

    Efficient Customer Onboarding For Startups
    Sales Teams

    Close deals faster with Sales Cycle Support

    Law Firms

    Streamline, simplify and automate workflows

  • Resources

    Learn More About Workflow Automation

    Product Overview

    Learn more about DocsCube software
    Blog

    Discover the benefits of automating your processes
  • Templates
  • Pricing
  • Login
  • Try Now

Limited-Time Special Offer: Get Exclusive Lifetime Deal Now!

Custom Portal Templates

Portals are designed to centralize and enhance business collaboration. The portal builder offers customizable forms and workflow automation that you can easily tailor to your business needs.

  • All Templates
  • Portal Templates
  • Document Templates

Templates

Customers are using portals for: Sales AutomationClient OnboardingMutual Action PlansDeal RoomsMarketing Requests and more

mutual action plan

Mutual Action Plan Template

Mutual Action Plan (MAP) is a roadmap that helps both the seller and buyer work together to successfully close a deal.

Open Template

paid media onboarding template

Paid Media Campaign Client Onboarding Template

Kick off each project with our automated paid campaign onboarding process. Make every step clear and easy, setting the stage for success.

Open Template

social media client onboarding template

Social Media Client Onboarding Template

Maximize efficiency and professionalism with comprehensive social media client onboarding template.

Open Template

saas customer onboarding template

SaaS Customer Onboarding Template

Welcome to the SaaS onboarding template that ensures an effective and smooth customer onboarding process.

Open Template

joint execution plan template

Joint Execution Plan Template

Joint execution plan cultivates mutual understanding among partners and unites diverse teams to efficiently achieve shared goals.

Open Template

software implementation plan

Implementation Plan Template for Software Project

Simplify complex tasks with software implementation plan template. Bring your team and clients together on one platform where everything you need is just a click away.

Open Template

Bookkeeping Client Onboarding Checklist

Bookkeeping Client Onboarding Checklist

The ultimate bookkeeping client onboarding checklist template is designed to assist you with new clients. It's perfect for bookkeepers aiming for growth and scalability.

Open Template

Bookkeeping Client Onboarding Checklist

Pilot Project Proposal Template

Professional pilot project template designed to help you present the potential of your project, demonstrating its value, scope, goals, risks, and timeline.

Open Template

solar panel quotation template

Solar Quotation Template

Simplify quotation process with a template tailored for solar panel companies. This template includes a quotation form that enables you to easily collect data from clients and automate proposals.

Open Template

mutual close plan

Mutual Close Plan Template

This Mutual Close Plan template is designed to significantly increase the chances of closing B2B deals by providing a structured and clear approach to the sales process.

Open Template

car rental template

Car Rental Form Template

Create a professional car rental portal from pre-built template and establish a direct action plan with your clients.

Open Template

web design onboarding process

Web Design Client Onboarding Process

Web design client onboarding process is created to specifically address common challenges faced during the web design projects.

Open Template

web design onboarding process

Channel Partner Onboarding Process

Tackle common challenges such as engagement, training consistency, and effective communication to enhance partner relationships and boost collaboration.

Open Template

partner program template

Channel Partner Program Template

Simplify your partner management with channel partner program template. Find tools and guidelines for efficient partner onboarding.

Open Template

partner welcome kit

Channel Partner Welcome Kit

This partner welcome kit includes everything you need to efficiently onboard new channel partners.

Open Template

DocsCube

Transform the buyer experience. Build stronger customer relationships and boost deal conversion rates.

Book a Demo

535 N Michigan avenue, Chicago, IL 60611

info@docscube.io

DocsCube - Document Automation Alchemy | Product Hunt
Products
  • Demo Follow-Up
  • Proposal & Quote
  • Mutual Action Plan
  • Client Portals
  • Process Automation
  • Order Forms
  • Document Automation
  • Contract Lifecycle Management
  • Collaboration
Solutions
  • Marketing Agencies
  • Sales Teams
  • Startups
  • Law Firms
  • Human Resources
  • IT Operations
  • Procurement Document Automation
Compare
    • DocsCube vs PandaDoc Rooms
    • DocsCube vs GetAccept
    • DocsCube vs SendTrumpet
    • DocsCube vs AlignedUp
    • All Alternatives
    Resources
    • Help Center
    • Roadmap
    Legal
    • Terms and Conditions
    • Privacy Policy
    • GDPR

DocsCube © 2024 | All Rights Reserved

×

Offer Ends In:

Special Offer
Pay Once, Use Forever

stars

Get lifetime access to the software for the price of just one month.

Get The Deal Now!