Expand Exact
The ultimate low-code platform for Exact
Build smart portals, apps, forms, and APIs with maximum impact and minimal effort.
What is Portal Builder?
Your organization uses Exact as its primary source of information and processes. But how can you provide customers, partners, or employees with secure and easy access to that data and those processes without having to develop complicated or expensive custom applications?
With Portal Builder, you can quickly build user-friendly features that integrate directly with Exact. These can take the form of a standalone portal, a mobile app, or integration into an existing website, online store, or other web application. You can even make these features available within the interface of your Exact software.
Portal Builder can also function as an API platform. You can easily set up, manage, and publish REST APIs (connections). The technical documentation is automatically generated and made available to developers. External parties gain access to only the relevant endpoints via their own service user: secure, manageable, and efficient.
On the Portal Builder platform, you can flexibly configure functionalities using low-code and configuration. These functionalities can include virtually anything, from recording requests and retrieving invoices to entering or even fulfilling orders. Whether you want to speed up or simplify data entry in Exact, provide an integration platform, or improve digital collaboration with stakeholders outside your organization (such as customers or suppliers), Portal Builder lets you do so with maximum impact and minimal effort.
Who are our customers?
We work for the following clients, among others. Here is a selection of organizations that rely on our expertise.
Unique Benefits
- The Low-Code Platform for Exact – Build powerful solutions quickly without custom code.
- Seamless integration with all Exact product lines – whether you work with Exact Globe, Exact Globe+, Exact Synergy, Exact Financials or Exact Online; Portal Builder integrates with all Exact product lines. In addition, all data is read and written in real time, without duplicate storage.
- Secure and Controlled Access – Specify exactly which data and processes are visible or editable for each user group. Add additional or conditional validations, business logic, and visibility rules in a snap, so that users only need to—or are required to—enter the relevant information.
- User-friendly and recognizable – intuitive screens, multilingual, and fully customized to match your organization’s branding.
- Publish Anywhere – as a web portal, mobile app, on your website, in your online store, in Microsoft Teams, or directly within your Exact application.
- Lightning-Fast Implementation – Thanks to low-code, you can develop new functionality in a matter of days instead of weeks or months. Plus, you only have to build it once, after which it’s immediately available as a web version, mobile app, and API.
- API platform included – Connect external applications via a Web API (web service) with automatic documentation and secure service users.
- Scalable and future-proof – Can be expanded with new features and integrations via a managed Service Bus, without the need for redevelopment.
How does Portal Builder work?
With Portal Builder, you can develop low-code features that are directly linked to your Exact environment. These features, also known as pages, can range from registering requests and retrieving invoices to entering or fulfilling orders.
You decide which data and processes are available to specific user groups. You can then publish the solution in the way that best suits your organization: as a standalone portal, a mobile app, integrated into your website or online store, within Exact, or within another web application.
All data is read and processed in real time from Exact, ensuring that users always work with up-to-date information. In addition, Portal Builder can also be used as an API platform to enable external applications to communicate securely with Exact.
Curious to find out what this solution can do for your organization?
With the right solution, you’ll work more efficiently, save time, and get more value out of your business software. Our consultants are happy to help you find the best approach.
Request a demonstration or contact us for personalized advice.
Arie van Leeuwe
A selection of the possibilities
- Hours Portal
Tracking hours for employees, independent contractors, or other external parties via a mobile app or portal - Job Application Form
Apply for jobs online through your website, integrated with the HR module of Synergy Enterprise - Order, Invoice, or Quote Solution
View current data/status or history through your online store or customer portal. Make invoices, packing slips, and other documents available for download. Can be expanded with data entry options if desired. - Warranty, RMA, RTV Solution
Fast and efficient processing of returns - Support and Service Portal
Fast service and 24/7 access to ticket status
View at the bottom of this page all available modules.
We have a solution for every process
Customer Relationship Management (CRM)
- Update Name and Address Information
- Request documents (invoices, packing slips, etc.)
- View Order and/or Invoice History
- Purchase Reports
- Create/maintain contacts
- Complaint Tracking
- Electronic Records Management
- Register for events, training sessions, and courses
- Request for brochures, licenses, and samples
Service Management/Support
- Sign Up and Track Service Notifications
- Viewing and logging service requests (portal; external service technicians)
- Digital scheduling of appointments (such as service appointments)
- Submitting Digital Claims Forms
- Request a Warranty
- RMA / RTV Procedure
- Access to (service) contracts
- Submitting and Tracking Support Requests
- Recording Inspection Reports
- Digital Service Voucher
- Subscriptions
Human Resource Management (HRM)
- Apply online using a form
- Absence Tracking
- Payroll Recording
- Accessing Pay Stubs/Employee Files
- Time Tracking
- Incident Reports
- Reimbursement Claims
- Who's Who
Project Management
- Track the progress and status of projects
- Sharing project-related documents (consulting reports, supervision reports, etc.)
- Request Project Reports
- View Project Rates
- Issue Management
- Access to Project Planning Documents
- Time Sheet
Sales/Order/Invoice
- Request a Quote
- Digital Quote Processing
- Order, Invoice, or Quote Entry
- Management of (external) representatives
- Recording Intake Interviews (Intake Form)
- Calls for backorders or framework agreements
- Creating Custom Products (Supplier Portal)
Finance/Cash Flow
- Overview of Open Items
- (External) Approval of Invoices
- (External) import or viewing of entries
- (External) access to financial reports (e.g., balance sheet for a specific cost center)
- Digital Recording of Direct Debit Authorizations
- External counts
How can Portal Builder benefit your organization?
Portal Builder helps organizations digitize processes without the need for extensive custom development projects. By giving customers, suppliers, partners, and employees direct access to relevant data and processes, manual work is reduced and tasks are completed more quickly.
Because information is recorded and updated directly in Exact, duplicate entries are prevented and the risk of errors is reduced. As a result, employees spend less time on administrative tasks and can focus on work that adds more value.
In addition, collaboration with external parties is enhanced because information and processes are always available through a user-friendly portal or app. This leads to faster communication, greater transparency, and more efficient service delivery to customers and partners.
Discover the power of Portal Builder in just 3 minutes!
Get more out of Exact Globe, Exact Online, Exact Financials and Exact Synergy with smart low-code portals, apps, and integrations. Streamline daily processes, collaborate more efficiently, and digitize your workflows without complex customizations.
Alistar
Frequently Asked Questions
Are you curious about how this solution can enhance your Exact environment? Check out the answers below to frequently asked questions about the integration, features, and capabilities within Exact.
What is Portal Builder?
Portal Builder is a low-code platform that lets you develop portals, apps, forms, and integrations that work seamlessly with Exact.
Which Exact products is Portal Builder compatible with?
Portal Builder supports Exact Globe, Exact Globe+, Exact Synergy, Exact Financials, and Exact Online.
Can I use Portal Builder to create a customer portal?
Yes, you can easily develop a portal where customers can access information, submit requests, or view documents.
Can Portal Builder also be used for vendors or partners?
Yes, you can make specific portals and processes available to suppliers, partners, and other external users.
Is data retrieved from Exact in real time?
Yes, Portal Builder reads and writes data in Exact in real time.
Is dual data storage necessary?
No, data is retrieved directly from Exact, so there is no need for duplicate storage.
Can Portal Builder be integrated into an existing website or online store?
Yes, Portal Builder can be integrated into websites, online stores, and other web applications.
Do you need programming knowledge to develop features using Portal Builder?
No, Portal Builder is based on low-code technology, which means that many features can be implemented without traditional custom development.
Is technical documentation for APIs generated automatically?
Yes, Portal Builder automatically generates technical documentation for developers.
Is Portal Builder intended solely for retrieving data?
No, users can not only view data, but also enter information, submit requests, and carry out processes.
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