Partner Portal Template

Manage relationships, share sales assets, track leads, and improve communication with partners.

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Overview

This free template helps you build a professional partner portal on top of your existing data, so you can eliminate messy spreadsheets and disconnected sales workflows.

It includes a sample database that shows how to structure your data for partner management—but it's flexible enough to use with any Softr-supported data source (including Airtable, Google Sheets, Notion, monday.com, HubSpot, and more).

Why use this partner portal template

Simplify partner collaboration: Give partners self-serve access to sales materials, lead info, documentation, and more.
Secure access to sensitive content: Use login-based access to restrict files, deals, and training content based on partner type.
Scale your partner program faster: Centralize deal flow, training, and outreach in one easy-to-manage portal.

Template features:

Role-based access
Restrict access to sales materials, product catalogs, or training content behind secure partner logins.
Lead collection and distribution
Gather, store, and distribute leads to partners.
Quotes and invoicing
Share quotes, proposals, or invoices with partners using native blocks or integrations with Stripe, QuickBooks, and more.
Customized views by partner type
Show different content to distributors, resellers, or affiliates based on user groups or partner tiers.
Easy access to marketing collateral
Store sales collateral and product info in a central hub partners can easily access.
Works on any device
Allow users to access the platform from any device with a fully responsive design. You can even turn your app into a downloadable mobile app with Softr's PWA feature.

Who is this partner portal template for?

This template is built for teams that manage sales partnerships or affiliate relationships and want to streamline how they collaborate. It's a great fit for:

Insurance & financial services – Share rate cards, brochures, and lead updates with brokers and reps.
Enterprise SaaS companies – Distribute product updates, co-marketing assets, and deals to partners at scale.
Manufacturers & equipment suppliers – Share catalogs, quote templates, and updates with distributors.
Clean energy & solar companies – Manage leads and documents across installer or sales partner networks.
Agencies with referral programs – Give agency partners one place to track referrals, earnings, and materials.

“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin

Founder, Integral Ed

How to set up your partner portal template

1
Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
2
Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
3
Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
4
Go live in minutes: Your partner portal is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

What is a partner portal?
A partner portal is a digital platform designed to facilitate communication, collaboration, and information sharing between a company and its partners, such as resellers, distributors, suppliers, or other stakeholders.
Can I customize the portal design and branding?
Yes! You can easily update colors, logos, layout, and use your own custom domain for a fully branded partner experience.
Can partners submit forms or upload documents?
Yes, you can add forms for lead submission, quote requests, or uploads directly to the portal.
What data sources does it integrate with?
Softr supports over 15 data sources including Airtable, Google Sheets, Notion, HubSpot, monday.com, SQL databases, and more. You can also use third-party tools like Zapier or Make for extended automation.
Is this partner portal template only for sales partners?
No—it's easy to adapt for affiliate programs, distribution networks, vendor portals, or any use case where you need to share information securely with external partners.
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