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Portal
Your beautiful freelance toolkit
freelance-toolspayment-collectionclient-management
2025-04-12
86 likes

Product Introduction

  1. Portal is a comprehensive freelance management platform designed to streamline client interactions from proposal creation to payment collection. It replaces traditional PDF-based workflows with branded digital portals that integrate project management, payment processing, and file sharing.
  2. The core value lies in unifying essential freelance operations into a single elegant interface, enabling professionals to maintain brand consistency while automating administrative tasks like invoicing and payment tracking.

Main Features

  1. Branded digital proposals with customizable templates allow freelancers to showcase services professionally while including project terms, timelines, and deliverables in an interactive format.
  2. Global payment processing supports 40+ methods via Stripe integration, including credit cards, digital wallets, and Klarna's buy-now-pay-later options, with automated invoice generation and tax compliance features.
  3. Subscription management enables recurring revenue models through configurable retainers and productized services, complete with client-facing dashboards for subscription modifications and payment history.
  4. Secure large file transfers (up to 5GB) with payment-gated access control, allowing freelancers to require completed payments before releasing deliverables through encrypted transfers.

Problems Solved

  1. Eliminates manual PDF proposal workflows and late payments by providing structured digital agreements with integrated payment processing and automated reminders.
  2. Targets creative freelancers and independent professionals needing to present premium-branded services while managing complex project types including fixed-price, hourly, and milestone-based engagements.
  3. Ideal for designers, photographers, and consultants requiring secure client portals for collaborative project review, contractual agreements, and high-value asset delivery.

Unique Advantages

  1. Differentiates through brand customization capabilities exceeding typical freelance platforms, offering custom color schemes, background images, and profile personalization while maintaining professional payment infrastructure.
  2. Innovative payment flexibility combines one-time transactions with subscription models and tipping functionality, supported by real-time activity tracking and client analytics.
  3. Competitive 1% platform fee structure undercuts traditional marketplaces by 19-25%, with no upfront costs and direct Stripe integration that keeps financial control with users.

Frequently Asked Questions (FAQ)

  1. How are payments processed? Portal uses Stripe for secure global transactions, supporting major credit cards, digital wallets, and localized payment methods across 190+ countries with automatic currency conversion.
  2. Can I customize payment terms? Yes, users can set milestone payments, collect deposits (50% standard), enable tipping, and configure subscription intervals from weekly to annual billing cycles.
  3. What file types can be transferred? All file types up to 5GB per transfer, with optional password protection and download expiration dates to maintain control over delivered assets.
  4. How does the 1% fee work? Portal charges only on successfully completed projects, calculated post-payment after Stripe's processing fees (typically 2.9% + $0.30 per transaction).
  5. Is client onboarding required? Clients access portals via email invitation without needing accounts, with guided interfaces for contract acceptance, payment completion, and file downloads.

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