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Welcome to OnBoardSoft Help
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OnBoardSoft LLC
Categories
Knowledge Base
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OBS Initial setup Guide Explore OnBoardSoft—with our quick-start setup guide
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Configurable Dashboard Flexible Business Monitoring with Customizable Views
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Managing Partners(Agents) Admin Guide: Handling Agents/Partners
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Manage Clients Complete client profile management in Admin portal
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Agreements & Contracts Contracts processing and storage
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Products & Services Products/Services Configuration
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Quotation Request Management Smart Management of Quotes and Requests
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Sales & Orders Sale Orders tracking and fulfillment
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Marketing Tool Sharelink Module
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Reports & Analytics Commission Report
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Forms Section Guidelines for Forms Module
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Integrations & Settings Integration Module User Guide
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Documents Files storage and organization
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Help and FAQs Solution for common issues
Promoted articles
- Introduction to the Channel Partner Portal
- Setting up your account
- Role Interactions
- Adding New Menus: Customizing Client/Agent Management Options
- Channel partner/Agent Menu Configuration Guide
- Client Menu Configuration Guide
- How to View detailed information about a specific client
- How to Manage RFQs