Contractor Portal
Manage the contractor workflows, like onboarding, access control, and invoice submission, of the procurement process at your company.
Database
Manage all contractors and associated records in a central repository.
Workflows
Configure workflows to route records based on business logic (approvals, checklist, status change, etc.).
Interface
Set up role-based access control for contractors, procurement, finance, etc.
Integration
Connect with SAP B1, Oracle, NetSuite, Microsoft Dynamics, and 1,000+ product integrations, plus REST API.
AI
Customize the application to your company's process and workflows using AI.
Security
Protect your data with SSO/MFA, ISO/IEC 27001, SOC 2 + HIPAA Type 2, and GDPR compliance.
Manage all your requirements from a unified interface
Registration
Set up forms that contractors can use for structured input of data into the contractor master data (contact information, tax ID, banking details, etc.). Configure the fields of the form based on conditions (show/hide, look up data, run validations, mandatory checks, display hints, etc.).
Workflows
Configure rule-based, multi-stage, multi-role workflows that routes records to different stakeholders. Set up logic for notifications, recurring tasks, reminders, follow ups, out-of-office handling, etc. Display the status of the records (legal review, timesheet checked, invoice settled, etc.) to the contractor.
Documents
Set up access for contractors to upload documents (contract agreements, professional license, insurance certifications, NDAs, SOWs, etc.). Filter documents using the fields associated with the records and search through all the records using the search function.
Access
Open an IT service request for an asset or service for contractors upon the completion of onboarding. Initiate issuance of gate pass and access privileges to designated building and seating. Trigger revocation of access and retrieval of assets upon end of contract.
Timesheet
Generate a timesheet from the project timeline, clock-in/clock-out times, total hours worked, daily logs, and progress reports. Track milestone deliverables for invoice processing of state of work (SOW) type engagements.
Invoice
Manage the lifecycle of a contractor invoice from receipt to final archiving. Receive invoices from multiple channels and upload the invoices in the portal. Validate and approve them to initiate the accounts payable process.
Frequently Asked Questions
Zoho Creator is an AI-powered application development platform that's used to automate business processes and workflows in organizations. With it, you can build custom applications specific to your requirements.
The Contractor Portal application is installed and runs on Zoho Creator. You can fully customize the application to your company's requirements if desired.
Yes, there is a 15-day free trial.
Zoho Creator ensures the logical separation of your data from everyone else's. Data retention and backup happens in a secure manner, and all data is stored in data centers in multiple geographies to ensure enterprise-grade security and high availability.
You can find the pricing plans here.