Unlimited
Custom Stages
4
Progression Gate Types
3
Navigation Modes
100%
Audit Trail Coverage
How Multi-State Portals Work
Define stages, set progression gates, and let stakeholders advance at their pace
Define Your Stages
Create custom stages that match your process. Each stage can have its own dashboard, tasks, resources, and content pages.
Set Progression Gates
Add requirements between stages. Stakeholders must acknowledge terms, complete checklists, upload documents, or submit forms to advance.
Track Progress
See exactly where each stakeholder is. Every transition is logged with timestamps and completion details for your records.
4 Types of Progression Gates
Control how stakeholders advance between stages
Acknowledgment
Simple checkbox confirmation for terms, policies, or information.
Use for: NDA acceptance, terms acknowledgment, policy confirmation
Checklist
Multiple items that must all be completed before advancing.
Use for: Onboarding steps, review checklists, compliance requirements
File Upload
Require document submission before revealing next stage.
Use for: Signed agreements, compliance documents, required forms
Form Submission
Collect structured information via custom forms.
Use for: Discovery questionnaires, technical requirements, approval details
Choose How Stakeholders Navigate
3 navigation modes for different use cases
Linear
Can only advance forward, never go back. Best for compliance processes.
Free
Navigate freely between all unlocked states. Best for reference-heavy content.
Read-Only Back
View previous states but actions are disabled. Best for audit trails.
Stage Examples by Industry
See how different teams configure their multi-state portals
Sales & Deal Rooms
Stages:
Progression Gates:
- Discovery questionnaire (form)
- Acknowledge pricing (checkbox)
- Security responses (file upload)
- Final terms (acknowledgment)
Fundraising
Stages:
Progression Gates:
- Signed NDA (file upload)
- DD checklist (checkbox list)
- Term sheet acknowledgment
Customer Onboarding
Stages:
Progression Gates:
- Kickoff questionnaire (form)
- Configuration complete (checkbox)
- Training certification (checklist)
- Launch confirmation
Partner Enablement
Stages:
Progression Gates:
- Partner agreement (file)
- Training modules (checklist)
- Certification exam (form)
- Performance milestones (admin)
Professional Services
Stages:
Progression Gates:
- Stakeholder interviews (checklist)
- Findings acknowledgment
- Strategy approval (file)
- Implementation checklist
Enterprise-Ready Stage Management
Everything you need to manage complex stakeholder journeys
Custom State Names
Use terminology your stakeholders understand. Not limited to generic labels.
State-Specific Content
Different dashboard, tasks, resources, and pages for each stage.
Auto or Manual Transition
Advance automatically or require stakeholder to click "Proceed".
Complete Audit Trail
Every transition logged with timestamp, who triggered it, and requirements met.
Visual Distinction
Custom colors and icons for quick stage recognition.
Protect Sensitive Content
Gate financials, contracts, or confidential materials behind requirements.
Different Content for Each Stage
Each stage can have completely different content. Show discovery materials early, reveal pricing in proposals, and share implementation details after closing.
Dashboard
Unique status cards and metrics per stage
Tasks
Stage-appropriate task lists
Resources
Stage-relevant documents
Content Pages
Custom pages for each stage
Shared Across States
One conversation thread persists across all states
One AI assistant with full context across all stages
Zero Context Loss: When a portal advances from Sales Portal to Deal Room, all history, conversations, and engagement data are preserved.