Buyer Portal
Between your calls, your buying team is guessing at what's done and what's next. Give them a live view of the plan your sales engineer already keeps, one they can work rather than just read. Your internal notes stay on your side of it.
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The evaluation, from your buyer's side
Four moments from the buying team's own screen: the way in, the plan they land on, the work they pick up, and the side of it they never see.
Send a magic-link invitation, or hand over an access code for the times the email never lands. On a restricted plan, only the addresses and domains you list get through.
The evaluation, from your buyer's side
Four moments from the buying team's own screen: the way in, the plan they land on, the work they pick up, and the side of it they never see.
- 01 · The way in
They're in without an account
Send a magic-link invitation, or hand over an access code for the times the email never lands. On a restricted plan, only the addresses and domains you list get through.
- 02 · Their view
One page that answers “where are we?”
Progress against every success criterion, the open tasks, the next meeting, and the files you've shared. It renders from the plan your team already keeps, so it's current without anyone maintaining a second document.
- 03 · Their turn
The buyer moves it forward
They self-assign a task, comment on a criterion, rate how well it's met, and upload the questionnaire you're waiting on. The plan becomes a working surface for both sides instead of a status page.
- 04 · Your side
What's yours stays yours
Flip to your view and the same plan carries your notes, your competitive read, your approvals, and your product requests. None of it is in the portal, and you can preview exactly what the buyer sees.
The mutual plan stops being a second document
Most teams share the evaluation as a doc or a deck, which means keeping two versions of the truth: the one your team works from, and the one the customer sees. The second one is stale the day after you send it, and nobody touches it during the week that decides the deal. The portal isn't a copy. It's the same plan with the internal rows filtered out, so what the buying team opens on Thursday is the work your sales engineer did on Wednesday.
The buying team stops waiting on you
One shared surface, with a line down the middle that you control.
Two doors in, neither of them an account
A magic-link invitation gets the buying team in, and an access code covers the times the email never arrives. The link needs an explicit click to open it, which keeps email security gateways from burning it first.
They see the plan, not your notes
Internal-only items are hidden from the buyer view automatically, and requests carry an explicit shared-with-buyer toggle. Preview the portal as the buyer before you invite anyone to it.
Buyers do the work too
They self-assign tasks, comment, rate success criteria, and upload files of their own. Creating documents and importing from your integrations stay on your side.
Access you can close in a click
Restricted plans enforce an allowlist by email address or domain, and revoking a buyer cuts their access right away. Buyers only ever reach the one plan they were invited to.
What changes for everyone on the evaluation
The portal isn't only for the buyer. It ends the same status chase for the three people who were running it.
Something to show their own team
The person selling you internally stops forwarding threads and re-explaining timelines. They send a link that's current, and their colleagues can see the criteria and take a task themselves.
The technical track, without asking
The commercial owner can see exactly what the customer sees: which criteria are met, what's open, and who on the buying side is actually engaged this week.
One plan to keep, not two
No separate mutual action plan to rebuild every Friday. The portal is a view of the plan they already run, and buyer replies land on the criteria and tasks they belong to.
Asked in real demos
The questions security, procurement, and presales leaders ask before they put a customer inside their own tooling.
Have one we didn’t cover? Bring it to the demo →
AccessHow do we lock it down? Is there a real login, or just a link?
Buyers authenticate. It isn't an open URL. Entry is a magic-link invitation or an access code, and restricted plans enforce an allowlist by email address or domain, so only the invited buying team gets in. Revoking a buyer's access cuts it immediately.
VisibilityHow much of our internal detail does the buyer actually see?
Only what's shared. Internal-only items are hidden from the buyer view automatically, requests carry an explicit shared-with-buyer toggle, and you can preview the portal exactly as the buyer sees it before anyone is invited.
IsolationCan a buyer see other customers, or anyone else on the platform?
No. They see one plan. Plan access is scoped per evaluation on top of Opine's multi-tenant isolation. The portal is a window into the plan they were invited to: its shared items, its files, and its participants.
DeliveryWhat happens when the invitation email never reaches them?
There's a second door. Hand over the access code instead. The magic-link flow also requires an explicit “Get started” click, which keeps email security gateways from consuming the link before the buyer can use it.
EffortIs this one more surface for my team to maintain?
No. It renders from the plan you already keep. The portal is a view of the evaluation plan your sales engineer maintains. Invitations autocomplete from the buyer contacts already on the deal, and an inline edit mode lets your team author directly in the view the buyer sees.
ParticipationCan buyers actually do anything, or is it read-only?
They participate. Buyers self-assign tasks, comment, rate success criteria, and upload files. Creating documents and importing from your integrations stay with your team, so the plan's structure is still yours.
How teams put the buying committee on the plan
Three evaluations where the gap between meetings was where the time was going.
A six-week pilot with three teams on the customer side, and one champion forwarding every update to all of them.
Priya Raman (IT Director) joined the plan and self-assigned “Provide SSO metadata file”.
The buying team stopped waiting on the champion's inbox, and both open criteria closed inside the same week.
Procurement and the security lead both had to sign off before the pilot could start, and neither of them was ever on the call.
Marcus Oyelaran (Security Lead) uploaded Security questionnaire.xlsx and commented on “SOC 2 report reviewed by security”.
The security review moved without another meeting, and the pilot started on the date the plan said it would.
An evaluation that went quiet for nine days while the vendor waited to be told what had changed on the customer's side.
Three success criteria rated by the buying team, and one task handed back to the vendor.
The next call opened on what the buyer had already rated, instead of twenty minutes of status recap.
Proven in the field
Technical teams run their evaluations in Opine, with their customers on the plan beside them.
“Opine is the presales tool for the moment we’re living in. It’s helping us improve POC win rates and shorten sales cycles while making everyone who touches it the most efficient they’ve ever been.”
David Greene
Vice President of Solutions Consulting at Gainsight
Put your buyer inside the plan
See a portal on a live evaluation, and the line that keeps your notes on your side of it.