More self-service
Act within approved services and rules
Clearer next steps
Status and history on every transaction
Less time chasing information
Answers where the work happens
XC expertise behind it
A clear path to our team for anything custom
Why we built it
Built by Xcelocloud, for the partners who put their name on our work.
We sell through partners, not around them. That means every quote, onboarding step and status question in a partner's day eventually lands on an Xcelocloud desk. We watched those requests pile up in spreadsheets and email threads and decided the fix should be ours to build.
The Partner Portal is home-grown: designed around VAR, distributor, TSD and direct relationships, with your customers, your pricing and your brand kept clearly yours. Standard work moves without waiting on us. Custom work reaches the right XC team with its context intact.
A connected journey
Six steps. One thread of context from first look to steady state.
Every step keeps the documents, status and activity history of the work, visible to the people authorized to see it.
01
Discover
Find the right service and the material that supports it.
02
Scope
Use guided questions, or select approved SKUs directly.
03
Quote
Build quantities, apply authorized pricing, prepare the proposal.
04
Proceed
Submit documentation for validation or request signature support.
05
Onboard
Follow responsibilities, tasks and progress toward service readiness.
06
Manage
Review authorized service information and prepare for customer conversations.
Built around the way partners work
What your team will be able to do.
Capabilities described here are in development. Some depend on connected data sources and roll out by partner.
Catalog
Find the right service, and understand what you're selling
A searchable catalog with defined units, service descriptions and scope. Search by service name, SKU or a familiar term such as server, firewall or service desk. Guided scoping connects customer requirements to suitable services; technical users go straight to selection and quantities.
The value: Less time translating customer needs into a request, and clarity on what is included, excluded and when specialist help is needed.
Quoting
Build standard quotes without waiting for routine approval
Approved services and your partner pricing in a familiar cart workflow. Standard offers within catalog rules move forward without XC deal approval on every quote; custom scope and exceptions route to the deal desk. Saved quotes and revisions keep an opportunity's context intact.
The value: Faster quote preparation, fewer repetitive requests and more selling time on the customer.
Pricing
Manage your selling price with clear gross-margin controls
Authorized VAR administrators set a target gross margin on approved XC buying prices. Distributor arrangements support an additional authorized pricing level for downstream partners. The price you buy at and the price you present stay distinct, and upstream commercial information stays restricted.
The value: More consistent customer pricing and clearer control over partner economics.
Commitment
Move from quote to commitment with a visible next step
Return to a quote, indicate you want to proceed, then submit signed documentation or a purchase order for XC validation, or request signature assistance. Validation and custom requests follow a managed workflow with status and history on the transaction.
The value: A repeatable process for moving work forward, with less uncertainty about what still needs attention.
Visibility
Stay informed after the sale
Customer service workspaces make onboarding steps, responsibilities, open questions and delivery progress easier to follow. As connected service data becomes available, authorized users see reporting that states its period, source and freshness.
The value: Better preparation for customer conversations, clearer accountability and fewer requests for basic status.
Knowledge
Useful answers at the moment your team needs them
Approved sales briefs, service guides, playbooks, case studies and how-to articles in one place, with search and contextual help while you work. Links to XC's learning platform connect partners to training as courses are released.
The value: Less dependence on individual contacts and a more repeatable way to onboard partner teams.
Access
The right tools in front of the right people
SSO access, role-based permissions and organization-specific profiles for sales, billing, service and admin users. Designated partner administrators manage users within the authority XC delegates; a commercial relationship with another organization never grants access to its customer records.
The value: A workspace relevant to each person's job that protects partner and customer information.
Brand
Support your brand and your route to market
Configure supported branding: logos, colors and fonts. Built for VAR, distributor, TSD/master-agent and direct relationships, including the distinction between services you consume and services you resell. Partner-branded domains are part of the planned experience.
The value: An experience that reflects the partner relationship and keeps ownership and customer visibility clear.
Self-service with XC expertise behind it
Straightforward work gets easier. Complex work gets to the right people faster.
Partners act independently within approved services and commercial rules. Custom requirements, questions and exceptions follow a structured request straight to the Xcelocloud team who can answer them, with the opportunity's context attached.
You handle
Catalog search, guided scoping, standard quotes at approved pricing, margin settings, saved revisions, user management, branding.
XC handles
Custom scope and exceptions via the deal desk, document validation, signature assistance during rollout, onboarding delivery and service operations.
Shared
One record per transaction: status, history and documents visible to both sides, so nobody asks "where is this?"
Early access · Q4 2026
Be in the first group of partners on the portal.
Early-access partners get a guided demonstration, priority onboarding when the portal opens and a direct line to the product team shaping it. Existing partners and prospective partners are both welcome.
01Request access. Tell us who you are and how you work with Xcelocloud.
02See a demonstration. Our partner team walks your team through the workspace.
03Go live first. Pricing, users and branding configured ahead of general rollout.