Signup Wizard

This white-label web portal enables self-service customer sign-ups – no sales agent or admin involved. Offer prospects a range of packages to choose from, each with its own set of predefined features. They can also add IP phones and paid add-ons (such as call recording), and reserve DID numbers. Payments are made by credit or debit card, with protection from unauthorized transactions provided via 3D Secure. Once the payment is confirmed, PortaBilling automatically creates the customer record, generates a customer agreement listing the purchased products and the number of seats (accounts) for each, and creates the required accounts with the corresponding products assigned. For packages with unlimited seats, the customer can later independently add accounts as needed.

The Signup Wizard can be hosted under your own domain, and can be fully branded with a custom name, logo, and color scheme.