Manager approval in sales portal propeller

Sales Portal (B2B)

Making quotes faster and easier with digital tools for the sales and services organization.

Use all information from ERP, CRM and PIM

Kick-start new quotations with the import of customer data & prices from linked systems. No more data silos. Synchronize orders and quotes with CRM and ERP. Enrich orders and quotations with product information from the PIM.

  • Cross- and upsell suggestions
  • All customer-specific prices in hand
  • No duplication of work due to synchronization with CRM & ERP

Digitize offline orders in an instant

Use the order editor to digitize orders by mail, telephone, or in-person quickly and easily. Confirm orders with the push of a button via email and in the customer portal.

  • Process orders quickly and error-free
  • Know what your customer is doing: always insight into all online & offline orders
  • Sales and Marketing work hand in hand

From now on, handle quotations digitally

Easily digitize quote requests that come in by mail, telephone, or in-person. Request approval for an extra discount. Prevent errors by always presenting the latest configuration, bill of material, and prices in the customer portal.

  • Create quotes easily and fast
  • Digitize approval process for extra discount
  • Always collaborate with customers in the latest digital version

Immediate insight into the status of quotations and orders

Keep a grip on online quote requests, outstanding quotes, and orders through clear status overviews. View order & quotation history to offer the optimal price.

  • Overview of outstanding offers
  • Total overview of online & offline orders and quotations
  • Access to order and quotation history to determine correct prices

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