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Business Details

Tell us about your business so we can tailor the portal to your context.

Please enter the business name.

This field is required.

This field is required.

Please enter a valid email address.

Please enter a valid phone number.

Portal Purpose

Help us understand what you are trying to build and why.

Select all that apply
Client Portal Employee / Team Customer Self-Service Booking / Scheduling Project Management Document Hub Vendor / Partner Orders / E-Commerce Not sure yet

Please select at least one option.

Select all that apply
Internal team Clients / Customers Vendors Partners General public Mix of user types

Please select at least one option.

Under 25 25-100 100-500 500+ Not sure yet
Describe the problem it solves or the process it replaces

Please describe the portal's purpose.

Features and Automation

What should the portal be able to do? Select everything that's relevant and describe anything specific.

Select all that apply
User logins Dashboard Forms File / document management Messaging / notifications Booking / scheduling Task / project tracking Invoicing / payments Reporting Automated workflows Orders / E-commerce Knowledge base Chat / support tickets

Please select at least one feature.

Walk us through the step-by-step process as it happens today, and what you'd like the portal to do instead

Existing Tools and Data

The portal works best when it connects to the tools you already use.

Select all that apply
CRM Accounting software Google Workspace Microsoft 365 Slack / Teams Payment gateway Project management tool Email marketing Custom API / in-house system None currently
Even tools not in the list above — the more we know, the better we can plan
Yes — ready Yes — needs formatting No — fresh start Not sure yet

Access and User Roles

How users get in and what they can see or do once inside.

Select all that apply
Admin-created invites Self-register with approval Open self-registration Google / social login SSO Not sure

Please select at least one option.

Yes — multiple roles No — same for everyone Not sure yet
Fully private Mixed Fully public Not sure yet

Design and Branding

How the portal should look, feel, and be identified.

The name shown to users in the browser tab and header
Yes — match our brand Partially No — use a template

Please select an option.

Clean and minimal Modern and bold Professional / corporate Friendly / approachable No preference
Select all that apply
Logo files Brand colours Brand fonts Style guide None
Google Drive, Dropbox, WeTransfer, or similar

Technical Setup

Where the portal will live and what access we will need to build it.

On my existing website New subdomain Separate new domain Not sure

Please select an option.

Yes — WordPress No — different platform Not sure
Yes — full admin Partial access No — third party manages it
Name and email of the person we should liaise with for access

Timeline, Budget and Sign-off

Final details to help us scope and plan your portal project.

ASAP Within 1 month 2-3 months 3-6 months Flexible
Under $2k / Rs 1.5L $2k-$5k / Rs 1.5-4L $5k-$15k / Rs 4-12L $15k+ / Rs 12L+ Open to proposal Prefer not to say

Acknowledgement

By submitting this form, you confirm that the information provided is accurate and that you are authorised to request this project on behalf of the business named. Savvy Signature will use this information solely to scope, plan, and deliver the portal project. A proposal or discovery call will follow within 2 business days.
I confirm I am authorised to request this project on behalf of the business named in this form.
I understand that submitting this form does not constitute a binding agreement, and a formal proposal or scope will be provided separately.
All information provided is accurate to the best of my knowledge.

Please acknowledge all three points above before submitting.

Please enter your name and title.

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We have got your brief!

Thank you for filling this in. Our team will review your requirements and reach out within 2 business days with next steps or a discovery call invitation.

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