MSPortal

Clients request licenses without starting an email thread

Pax8 and Sherweb subscriptions and requests in your client portal

Client view

Clients see their Pax8 or Sherweb subscriptions, browse the products you choose to show, and request new licenses or seat changes. Your team reviews each request and places the order with the distributor.

Used by MSPs including

What changes for your clients

  • The problem

    Clients have to call or email every time they need another license, then wait to hear back

    In MSPortal

    Clients pick a product or an existing subscription, enter the quantity and term they want, and submit a request from the portal

    The outcome: Clients ask for what they need in a minute, with the details your team needs to act

  • The problem

    License requests get buried in email threads, and clients can't tell where theirs stands

    In MSPortal

    Every request goes to one queue for your team with the product, quantity, term and notes attached

    The outcome: Clients get a portal notification when their request is approved, rejected or fulfilled

  • The problem

    Clients don't know which subscriptions they already pay for or what else you offer

    In MSPortal

    A subscriptions view shows each license with its quantity, status and term, next to a catalog of the products you choose to show

    The outcome: Clients check what they have before asking for more, and find products they didn't know you offered

What's included

Clients request licenses; your team reviews and fulfils
Client view

Pax8 and Sherweb catalog

Clients browse the Pax8 and Sherweb products you make visible, with featured products shown first. Ingram Micro and TD SYNNEX are coming soon.

Requests for new products and seats

Clients request a new product or a new seat count, with the quantity, billing term and a note in one form.

Choose which products appear in the catalog
MSP team view

Your team reviews every request

Requests go to MSP managers and the approver role you choose, who approve or reject them. Nothing is ordered until your team places the order.

Your brand and domain

The storefront uses the logo, colors and custom domain you set for the rest of your portal.

Seat change limits

For each subscription, choose whether clients can change the seat count, the minimum and maximum, and whether a change needs approval.

Subscriptions and Azure usage

Clients see their current subscriptions with quantity, status and term, and Pax8 Azure usage for their company.

At a glance

  • Clients see their Pax8 and Sherweb subscriptions in their branded portal
  • Clients request new products or seat changes from the catalog you choose
  • Your team approves each request before anything is ordered
  • Set per-subscription limits on the seat changes clients can request

Frequently asked questions

Still have questions?

Contact our team
Can I control what products and pricing clients see?

You choose which Pax8 and Sherweb products appear in the catalog and which ones to feature. Visibility applies to all your clients, not to each client separately. Prices come from the distributor, either Pax8's suggested retail price for that company or the customer price set in Sherweb. MSPortal does not apply its own markup, and your cost is shown only to staff allowed to see it.

How do requests work?

A client picks a product or an existing subscription, enters the new total quantity and term, adds a note and submits. Your team places the order or changes the quantity with Pax8 or Sherweb, then marks the request fulfilled once the next sync shows the new quantity. A request does not change a subscription or assign licenses to users by itself.

Is the storefront branded with my company's identity?

Yes. The storefront uses the same logo, colors and custom domain as the rest of your portal. You set up branding and the domain once, and every module uses it.

How does the approval process work?

Client requests wait for approval by an MSP manager or a member of the approver role you choose, and both get an in-app notification. For each subscription, you can let clients change seats within a set range without approval. Approval and fulfillment are separate steps, so an approved request still needs your team to place the order.

See how it would work for your clients.

Book a 30-minute demo with our team, or try it yourself.