Partner Portal Introduction Bottomline Partner Programme
Look for solutions to a technical questions Look at reports of your data, export to excel Subscribe to important collateral to get update notifications Download the latest sales marketing and technical documentation & material Review the data we hold on you and your end users You are able to log ideas on the partner portal or our product range Manage support cases Navigate around the portal by selecting the menu options or an area of the interactive dashboard
View the latest news from Bottomline here Want to learn more? Let’s take a look at the real time dashboards of the portal Home page View details of your main contacts within the business View and log your support cases here View account summary and download invoices here
View the latest news from Bottomline here
Announcements Receive email alerts and read online announcements on what’s new at Bottomline
View the latest news from Bottomline here View details of your main contacts within the business
View the latest news from Bottomline here View details of your main contacts within the business
View the latest news from Bottomline here View details of your main contacts within the business View and log your support cases here
My Cases Log new, view and amend existing technical support cases Select “New Case” to log a new technical support case
My Cases – New Case Enter in the details of the case including the customer end user name, product and priority
View the latest news from Bottomline here View details of your main contacts within the business Log your forecast here View and log your support cases here View account summary and download invoices here
My Financial Summary View your financial statement with paid and unpaid invoices related to each end user account
My Financial Summary A copy of your invoice is available for viewing or download as a PDF
View the latest news from Bottomline here Want to learn more? Let’s take a look at the applications behind the portal tabs View details of your main contacts within the business View details of your main contacts within the business Log your forecast here View and log your support cases here View account summary and download invoices here View account summary and download invoices here
Accounts Check the details we have for your company and your contacts Request updates by clicking on ‘help’ to send a mail to portal help Look at the contract detail against each account See a list of your end users, click to see their account detail
Ideas Vote for ideas already logged to help gauge their importance Post new ideas on how to improve our portal or products Use it as a forum to exchange comments on ideas
View the latest news from Bottomline here View details of your main contacts within the business View details of your main contacts within the business Log your forecast here View and log your support cases here View account summary and download invoices here View account summary and download invoices here
Content Select the content by filtering by content type Or by searching for key words in the search box
Content Then select the content you wish to preview or download Use the filters to refine your search
Content Here you are able to preview, vote on, download or subscribe to the document
Reports – New tab introduced 2010 Select one of the four standard reports provided Identify contracts near to renewal, check your end users Why not add an ‘idea’ if you want to suggest another report type Why not comment or review on an idea already raised in the portal? Here you are able to view and export a set of reports
The new Bottomline Partner Portal has arrived! View the latest news from Bottomline here The new Bottomline Partner Portal has arrived! View details of your main contacts within the business Log your forecast here View and log your support cases here View account summary and download invoices here
Thank you! Contact your Account Manager to get involved