Use Shape's built-in customer portal

Close deals 50% faster with responsive lead funnels, and document collection

Over 100,000 customers served

A mobile-optimized branded digital portal

Secure document uploads all in one place.

  • Templated Document Sets

    Create needs lists for different scenarios with an easy drag-and-drop solution for your clients

  • eSignature Solutions

    Digitize contract signing without the cost and maintenance of a third party

  • Cloud-Based Storage

    Stop digging through emails for attachments and automatically gather all required documents in one place

Get started with the Customer Portal

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Our team of experts are here to help! Call our sales line at (888) 762-7211


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