Signup Wizard

A white-labelled web application that allows prospects to purchase and provision UCaaS services online:

• select a product plan;
• add optional IP phones and recurring add-ons (such as call recording);
• reserve DID numbers from configurable resource pools.

All of these actions are performed without any assistance from a PortaSwitch administrator or sales agent.

A 3-step checkout (contact, address, payment) collects the customer’s details and charges their debit or credit card with 3-D Secure support, then automatically creates the customer in PortaBilling, activates subscriptions, charges activation and recurring fees, updates product agreements, assigns DIDs, and stores the payment method in PortaBilling for subsequent purchases.

Supports:
• monthly and yearly commitments with a configurable yearly discount;
• both tax-inclusive and tax-exclusive billing (with the tax either added at payment or invoiced separately).

The Self-Signup Portal is fully brandable and ships with 10 built-in themes and translations for 8 languages (English, German, Spanish, French, Italian, Portuguese, Brazilian Portuguese, and Ukrainian). The product catalog, resource pools, branding, payment-processor copy, and PortaBilling defaults are all configuration-driven, so adding a new plan, add-on, or number pool requires no code changes.

The portal is a two-tier application: a frontend, and a middleware that sits between the frontend and PortaBilling to authenticate, sign, and rate-limit requests. Order totals are bound to a signed JWT to prevent client-side price tampering.