End Customer facing Portal for User adds/changes
• End user portal where customers can control their licences and their end user accounts. Once they make a change, an email should be generated to the partner to update their contracts or information should sync directly into the PSA tools.
• Invoice customers and receive payments. It is an admin headache to check each month for adds, deducts, prorates, etc. to bill customers correctly. Hard to keep a recurring billing when data updates here.
• Include Paypal/Square payment Gateway or other payment gateway vendor
• If not using any PSA tools support custom bundle management to create product and service not offered by SherWeb bu solely only to our customers.
• If using some PSA tools import the invoice and the PDF version of the invoice into the portal for payment processing.
• Maybe implemented via a Wordpress plugin or a custom website with Ui customization capacity.
Sherweb is exploring the idea of building a end-user portal. This portal would allow your customers to control their licences and their users accounts.
You would like to be part of this project, by sharing what features would make the best end-user portal for your business? That’s great because we want to build something that will be of value for you!
Let me know if you are interested in sharing your comments on the features that you would like to see in an end-user portal for your customers!
Émilie
earbour@sherweb.com
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David Schmidt commenté
Annual Survey 2018 Question 10
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Michael Emdy commenté
End-customer access for self-service to the portal to provision licenses.
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Michael Emdy commenté
Ability for resellers to bill their customers
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anonyme commenté
Wordpress re-seller plugin plz..
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Andrey Block commenté
squareup.com integration
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Chad Brignac commenté
Portal to invoice customers and receive payments. It is a admin headache to check each month for adds, deducts, prorates, etc. to bill customer correctly. Hard to keep a recurring billing when data updates here.
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Steven Jordan commenté
allow us to send monthly, quarterly or annual bills directly from the platform and collect the money via paypal. Turn it into a business in a box.
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Zaheda Sujee commenté
Feature Request - Ability to have a sub reseller to log on to Cumulus Portal with their credentials to manage there clients ( add services etc ) would be great as currently only the Primary Contact can use Cumulus
Ability to completely brand cumulus portal for Resellers as well as sub reseller (complete white label ) as was with the old portal
API intergration - Allowing resellers to add cloud solution products to there website ,allowing clients or new clients to purchase and signup for solutions (ie:new client signs up , purchase hosted exchange ,product gets provisioned in the backend on cumulus via API integration ,similar to parralels) ,
Add additional Currencies besides the US Dollar to allow for partners in other countries to add there own currency
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Let your customers manage their own quotas by themselves.
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Laissez la gestion de leurs quotas à vos clients.
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Create and resell your own custom product bundles.
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Créez et revendez vos propres ensembles de produits.