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Solutions / B2B Portal

A portal that brings customers closer to your team

A B2B portal for manufacturers and distributors: catalogs, pricing, RFQs, orders, credit, stock, deliveries and documents in one connected flow.

Book a demoImplementation
Your way of working
SalesOS / B2B Portal
  1. 01Catalog & pricing
  2. 02Request for quote
  3. 03Credit & approval
  4. 04Order & stock
  5. 05Delivery & invoice
Sales / Operations / Finance
A platform illustration, shaped around your processes

Where context gets lost

A customer relationship your whole team understands

Orders by email, manually checked prices and calls about availability. Every request starts another chain of checks.

How it connects in SalesOS

Customers order on agreed terms. Your team tracks pricing, credit, reservations and delivery.

Catalog & pricingRequest for quoteCredit & approvalOrder & stockDelivery & invoice

Workflow example

Here’s how your next opportunity could move forward

A repeat customer places a quick order. Their contractual pricing is applied, and the team checks availability and prepares delivery, including partial shipments.

  1. 01

    Catalog & pricing

  2. 02

    Request for quote

  3. 03

    Credit & approval

  4. 04

    Order & stock

  5. 05

    Delivery & invoice

Illustrative scenario, without results or data attributed to a customer.

What we can improve together

More clarity in the decisions that move your business

Start with the way you work today and choose the measures that matter for the first implementation phase.

01

Orders that are easier to place

Customers find the catalog, pricing and terms that apply to them.

Track: quote requests and orders through the portal
See the capabilities
02

Commercial terms in clear view

Keep negotiated pricing, approval and credit limits with the same order.

Track: orders awaiting approval and customer exposure
See the capabilities
03

A shared thread through to delivery

Track reservations, partial shipments and their documents.

Track: order status and outstanding deliveries
See the capabilities

Features

The right tools for the way you work

01 / SalesOS

Quotes & commercial agreement

Build quotes around services, products and negotiated terms.

  1. Product and service catalog, pricing and discounts
  2. Branded quotes, versions and approval
  3. Secure sharing and online acceptance
  4. Contract documents, annexes and billing instructions
In the context of your teamCapability illustration
02 / SalesOS

Billing & collections

Track what is planned, invoiced and paid, starting from the same opportunity.

  1. Recurring, milestone and instalment billing plans
  2. Contractual instructions and annex-driven schedule updates
  3. Keez and SmartBill invoicing connectors
  4. Reconciliation, due dates, receivables and multi-currency reporting
In the context of your teamCapability illustration
03 / SalesOS

B2B portal & orders

Give partners a self-service channel connected to commercial and operations teams.

  1. Catalogs, price lists and customer-specific terms
  2. Requests for quote, approval and quick orders
  3. Warehouses, stock, reservations and partial deliveries
  4. Credit limits, documents, claims and EDI integration
In the context of your teamCapability illustration
04 / SalesOS

Integrations & control

Replace fragmented tools or connect the systems that already work.

  1. REST API, OpenAPI, MCP and webhooks
  2. Roles, permissions and scoped API keys
  3. Company data isolation and audit logging
  4. Imports, exports and company-enabled connectors
In the context of your teamCapability illustration

ERP and EDI integrations are assessed during scoping. SalesOS connects commercial and delivery flows; production planning, MRP and general ledger accounting remain in dedicated systems.

B2B collaboration

A simpler experience for customers with more control for you

01

Relevant access

Customer-specific catalogs and pricing, custom domains and buyer roles.

02

Controlled orders

RFQs, customer-side approval, quick orders and credit limits.

03

Visible execution

Reservations, partial shipments, documents, claims and supported EDI messages.

Implementation

Start where a change will make the biggest difference

In a scoped 2–4 week plan: validate the data, configure the flow, train users and verify the outcome together.

See how we implement

The next step

Your team sells better when it can see the whole picture

Start with a demo. Continue with your processes, data and goals.

Book a demoRequest a consultation