Template Apps

B2B Self-Service Portal Templates for Customers, Partners & Suppliers

ERP-integrated B2B self-service portal templates for manufacturers, distributors, and wholesalers.
B2B Partner Portal
Develop better apps, faster
Develop better apps, faster

A fully hosted environment to rapidly build bespoke applications, create branded web portals or deploy from ready-made templated applications.

Ready-to-use B2B Self-Service Portal Templates

Still handling orders, invoices, and account queries manually?

Our B2B self-service portal templates enable organisations to move high-volume, repeat interactions into secure web portals connected directly to ERP and core business systems. Customers, suppliers, vendors, and partners can self-serve the information they need - such as orders, invoices, delivery status, documents, and account details - while your ERP remains the single source of truth. We’ve done the heavy lifting so both technical and non-technical teams can deploy self-service portals quickly, without building bespoke solutions. Start with a self-service portal template as a proven foundation, then configure and extend it to match your users, processes, and ERP setup. See how this works with your ERP → Book a 15-min discovery call

Feature-rich B2B self-service portals

Reduce cost-to-serve by moving routine interactions out of inboxes, spreadsheets, and phone calls. Our self-service portal templates are designed to work alongside ERP systems.

Deliver faster access to information while maintaining control over pricing, credit, approvals, and visibility.

ERP-led integration and automation

Synchronise orders, invoices, stock, documents, and account data directly with your ERP to eliminate manual handling.

Always-on self-service

Provide secure access across desktop and mobile so external users can self-serve 24/7.

Reduce service and admin workload

Deflect “where’s my order?”, invoice requests, and document queries by making information available on demand.

Controlled access by role

Ensure users only see what they’re entitled to using role-based permissions aligned to ERP rules.

Typical Results We See

  • 20–40% reduction in service and support tickets
  • 30–60% of repeat interactions moved to self-service
  • Faster access to invoices and documents
  • Ability to scale users and transactions without adding headcount
See how ERP-driven self-service works in practice.

Get your 15-minute live demo

Accelerate time to market

Enterprise-grade security

Protect commercial and financial data using SSL/HTTPS, Single Sign-On, LDAP authentication, password policies, and IP whitelisting.

Build, deploy, and scale

Configure self-service pages, workflows, and permissions to match your business processes - while supporting growth and high usage volumes.

Extensive ERP and API integration

Integrate self-service portals with ERP systems, APIs, and web services to support complex B2B workflows.

B2B self-service portal templates reduce delivery time and risk by reusing proven integrations and workflows. Deploy faster, lower cost-to-serve, and scale without complexity.

What's next?

Getting started with Applications Platform is as easy as 1-2-3

Experience low-code

Experience low-code

Launch a demo environment and take a look around our platform.

Low-code integration capabilities

Professional Services

Don't have the time or resources? We can scope, build and deploy any solution.

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B2B Self-Service Portal Templates Gallery

Preconfigured, responsive self-service portals designed for real-world B2B operations - production-ready and fully configurable.

FAQs: Web Portals

Most Relevant
A B2B customer portal allows customers to complete routine tasks such as checking order status, downloading invoices, accessing documents, submitting support requests, and tracking approvals without contacting an employee for every request. When connected with ERP, CRM, and other business systems, the portal can also provide customers with relevant and up-to-date information while reducing repetitive manual work for internal teams.

The highly customisable web portals application has been pre-built with your customers in mind to provide them with easy access to relevant information such as invoices, deliveries and orders.

Common web portals developed on the platform include: Customer portal, supplier or trading partner portal, employee / HR portal, purchase order processing portal, customer service portal, communications portal, product returns portal.

Yes, data often resides in more than one business system or application. To reduce repetitive, bi-directional data entry such as updating details or uploading documents (purchase orders, invoices, contracts, policies etc.) use our market proven integration solution to do the hard work for you.
The web portal template is compatible with all image file types as well as PDFs, Microsoft Office (Word, Excel, PowerPoint etc.), RTF and TXT formats, CSV and XML.

Standard modules include:

  • Order placement and management
  • Statement access
  • Credit memos
  • Deliveries
  • Online payments
Yes, the web portal template is set up with a secure area to accept multi-currency credit, debit and ePayment transactions.

It depends on what access you would like the user to access; if they need read/write access and from what data sources? Our web portals cater for both authenticated and unauthenticated users.

Authenticated: These users identify themselves and can update information e.g. contact details. This user can be served up a tailored data view.

Unauthenticated: Users can access and submit information without identifying themselves. These users will be presented with a standardised view.

There are two types of web portal, depending on your business requirements; these are vertical and horizontal. Vertical portals focus on a specific business function that enables users inside and outside of your business to see, edit and contribute to processes within the application. Horizontal web portals provide users with the ability to see aggregated data from multiple applications via a single-view experience.
A web portal is a specialised web-based platform that functions as a centralised, secure gateway to information, services, and resources, often customised for specific user groups or industries. Serving as a single point of access, it aggregates content and features from multiple sources and is typically personalised to improve user experience and streamline workflows.
Yes, web portals can be integrated with other software and systems, enabling seamless data exchange and the automation of business workflows. This connectivity enhances efficiency and delivers a more streamlined, user-friendly experience for both businesses and users. Our market proven integration engine connects any application, extension, workflow or portal you create to your existing on-premises or cloud-based applications.
All portals benefit from Secure Sockets Layer (SSL) and Hypertext Transfer Protocol (HTTPS). Other security features include: Single Sign-On, LDAP authentication, Password Expiration Policies and IP Whitelists, which enable the administrator to control portal access with incredible precision.
General FAQs
Yes, all our applications provide you with the ability to read/write information, add your own company logo and create custom CSS styles.
Don’t worry, our professional services team is on hand to discuss your objectives, scope, plan, build and deploy your application to meet your exact business requirements.
The technical requirements couldn’t be simpler. All you need is a computer and internet connection to start building applications or customise application templates.
Supported databases include MySQL, Microsoft SQL Server and Oracle.
Yes, you can build custom Microsoft Word, Microsoft Excel, plain text and XML document templates that are used to display record data in pre-specified locations.
Yes, our specialised drag and drop integration solution provides you with a graphical user interface (GUI) to integrate existing on-premises or cloud-based business systems or applications and automate the synchronisation of data. You can connect to practically any data source via ODBC, OLEDB, Web Services or an extensive range of supported third-party APIs through connectors.
We provide full UK-based support and advice that is just a phone call away.
90% of applications built on Applications Platform are either 'code-free' or only contain simple scripts for field formulas etc.
As a PaaS provider, the continuation of service is one of our core competencies. If an unforeseen issue disrupted service, a backup would automatically be commissioned, and your level of service would be uninterrupted.
Yes, you can try the application right now. Select 'Try now' and dive straight in or call our team who will help set you up.
All of our templated solutions benefit from Secure Sockets Layer (SSL) and Hypertext Transfer Protocol (HTTPS), whilst applications are encoded with Base64 for complete peace of mind. Other security features include; single sign on, password expiration policies and IP whitelists, which enable the administrator to control application access with incredible precision.
Yes, it provides a native responsive interface for a total cross-device experience.

Does it support multiple devices? articles

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