Your champion shouldn’t be the only way into the evaluation.
Give your buying committee one link that opens the plan you are both working from. Their security reviewer, their procurement lead and their exec see the same page your champion does. No accounts to create, nothing for anyone to forward.
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Deals don’t stall on the evaluation. They stall on the relay.
Your champion carries the whole thing. Their security team wants the questionnaire and what came back. Their procurement lead wants to know what was committed, and when. Their exec sponsor wants to know whether it did what your champion said it would.
All three of those go through one person, in the gaps between meetings, as forwarded threads and summaries they write themselves. Every one is a version of the evaluation rather than the evaluation, and your deal waits on each retelling.
Meanwhile the committee’s own question is the one nobody can answer fast: where this actually stands, at the moment they ask, without emailing your champion and waiting until Thursday.
So put the plan somewhere both sides open it. Their people come to the evaluation instead of coming to your champion, and your deal stops waiting in the queue.
Not a status page. A place they do the work.
The part that changes your deal: buyers rate the success criteria themselves. When their team says a requirement was met, the verdict on the record is theirs, and their own verdict is the one thing no vendor deck can manufacture.
- Progress against the success criteria
- What is still open, and who owns it
- Meetings, tasks and shared files
- Rate the success criteria themselves
- Self-assign tasks and comment in place
- Upload their own files
Your buyers trust it because it tells them what they can’t see.
- Your internal notes and tasks
- Any other customer, or anything outside this plan
- Anything you haven’t shared into the plan
Internal notes and tasks stay hidden from the buyer view automatically, and you can preview the portal exactly as your buyer sees it. That is the mechanism that stops something internal reaching them by accident.
And the portal says the quiet part to your buyers itself: the plan is yours, you can revoke their access, and they should copy what they need while the evaluation is live. A buyer who sees the boundary stated trusts everything inside it more.
Evaluations end sooner here.
Opine's buyer portal is one shared space you give your buying committee: the plan, the dates and the security review, current for everyone without your champion relaying it.
What customers ask before they turn it on.
Who gets in, what your buyers can see, and what happens to their access when the evaluation ends.
Have one we didn’t cover? Bring it to the demo →
accessIs the portal an open URL? Who can get in?
They authenticate. It's never a public link. Entry is a magic-link invitation or an access code rather than an open URL. On restricted plans you set an allowlist by email address or domain, so only the people your buyer invites from their side get in. If access needs to stop, revoking it cuts it immediately.
accessDo our buyers have to create accounts?
No. That's the design. There's no password to set and nothing to provision on their side. A magic link or a code gets each person in, and the second door exists because the first sometimes fails: if their email gateway eats the link, the access code still works. The magic-link flow needs an explicit click to start, which is what stops their security scanners consuming the link before anyone can use it.
boundaryCan a buyer see other customers, or anything outside their own evaluation?
No. They see one plan. A buyer sees the plan they were invited to: its shared items, files and participants. Access is scoped per evaluation on top of tenant isolation, so the portal is a window into one evaluation rather than into the platform. They cannot browse other users, other customers, or anything you haven't shared into their plan.
boundaryHow much of our internal detail do they see?
Only what you shared, and you can preview it. Internal-only items are hidden from the buyer view automatically, and shared items carry an explicit toggle. You can preview the portal exactly as your buyer sees it, which is the mechanism that stops something internal reaching them by accident. Worth being clear in the other direction too: they get a curated view, not your full record.
participationAre buyers just watching, or can they work in it?
They rate, comment, assign and upload. Buyers rate the success criteria themselves, self-assign tasks, comment in place, and upload their own files. The rating is the part that matters: when their team says a requirement was met, the verdict on the record is theirs rather than your claim about it, and that is worth more to the deal than anything you could write. Creating documents and importing from integrations stay on your side.
boundaryWhat happens to their access when the evaluation ends?
The plan is yours. You can revoke it. Restricting a plan or removing someone cuts access right away, and the portal says that to your buyers plainly rather than letting them discover it: it tells them to take a copy of anything they need while the evaluation is live. That candor is deliberate. A buyer who sees the boundary stated trusts everything inside it more.
accessWhat is a buyer portal in a B2B evaluation?
One shared space for the whole evaluation. A buyer portal is a single shared workspace where your team and your buyer's committee see the same evaluation: the plan, who owns what, the dates, and the security review's status. Opine's buyer portal is that space, and the buyer's access ends when the evaluation does.
The same surface, feature by feature?
See the buyer portal feature page