Build your services package once. Import it into each client’s Foldr. Foldr Flow bundles shares, custom fields, forms, Sign and Captur templates, and automations into a single distributable file.
Shares, custom fields, forms, Sign templates, Captur templates, mashlets and saved searches all travel in a single .foldr-flow file. Import it on any Foldr, one client at a time. Users, groups and branding are set up again on the other side. Conflict resolution surfaces what would change before anything is overwritten.
Per-user subscription with partner pricing on request. You own the customer relationship; Foldr powers the platform. Foldr Cloud or self-hosted, your choice per client.
Run Foldr under your own brand or co-brand alongside ours. Login pages, app titles, and email senders all configurable per client.
Demo environments, deck templates, case-study material, direct line to engineering. We help you scope, demo, and close. First-line support optional – some partners run it, some hand off to us.
Folio is the easiest answer to “our customer wants their accountant to upload last quarter’s books”: add the accountant as an external user, give them a link, they don’t count towards your seats, though Folio itself is a licence (included on Enterprise, an add-on on Business). Bundle the shares, forms and Sign templates a client portal needs into a Flow, and every client you onboard starts with them in place.
Add as many partners, accountants, lawyers and contractors as your client needs. They sign in, see only what’s shared with them, and never count against the per-seat licence.
Logos, accent colours, login screens, configurable per client. White-label or co-brand alongside yours.
The Flow import pipeline plans every change before applying it. Tier-gated features (like Captur or Grace) flag themselves automatically if a client doesn’t have the feature on. Flows are versioned, re-shippable, and apply incrementally – you can push a v2 of your services package without nuking what’s already running.
Try it free for 30 days, no credit card. Or get in touch about self-hosting.
