B2B portal

A catalogue and quoting portal for B2B customers.

Customers browse products and documents, request quotes, and repeat orders from their accounts. Your sales team receives the details needed to prepare a quote.

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What you can do

  • Customers find product information and documents in the portal.
  • Sales receives requests with the details needed for quoting.
  • Start with a portal while keeping your existing ERP.

What it provides

  • Quote flow: requests, statuses, and sales handoff are visible
  • Catalog: products, documents, and account access are structured
  • Reorder: customers can repeat earlier orders or requests

Product information and quote requests

The portal brings together the catalogue, documents, and quote requests. Customers can find a technical sheet or repeat a request from their account.

We start with the products and quoting steps used most often. Integrations follow once we have tested the portal with the sales team.

Features and services

What is included

Catalog and accounts

Customers browse products and documents using their account permissions.

  • catalog
  • customer accounts
  • document access

Quote requests

The request form collects quantities and requirements for the sales team.

  • RFQ form
  • sales status
  • account notes

Reorder and handoff

Customers can reuse earlier order details. We define notifications and any CRM or ERP handoff with your team.

  • reorder lists
  • notifications
  • CRM or ERP handoff

Setup

Getting started

  1. Define the catalogue, customer groups, pricing, and quote steps.
  2. Choose the functions needed for the first version.
  3. Build accounts, quote requests, documents, and repeat ordering.
  4. Launch with a customer group and review how sales uses it.

Questions

Frequently asked questions

Does this replace ERP?

Your ERP can remain in use. The portal handles catalogue access, customer requests, and documents. We agree any integrations separately.

Can customer-specific pricing be included?

Yes, once we define the pricing rules. The first version can start with customer accounts and quote requests.

See also

Related services and resources

Managed Private Hosting

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Website + CRM Launchpad

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Private Cloud for SMEs

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Contact us

What should customers be able to do in the portal?

We review the catalogue, prices, documents, quote requests, and repeat orders. We agree what the first version includes.

Discuss your B2B portal