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Wish to learn more about Portal? Watch the quick intro below:
Centralize all orders you receive inside your company or department in one place, share with all of your requesters and customize your interface with help texts.
This way, your requesters can always submit complete requests, helping you avoid rework and wasted time.
See also: [Video] Creating Portals in Pipefy
Pipefy's portals allow you to group forms from your team's pipes (processes) in a very organized way.
You can customize your interface to look like your branding as how the sharing link will appear to requesters.
For example, you can create a Portal for your Human Resources department by grouping vacation requests, new employee onboarding, training and event request, and so on.
Another possibility is to put all access to payment requests, refunds and accountability on the same page to make life easier for your requesters.