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 capabilitiesFor B2B distributors
Make room for more orders with less manual work
Give customers access to catalogs, prices and orders in a B2B portal connected to your team. Manage commercial terms, stock and deliveries in the same flow.
SalesOS / Distribution
- 01Catalog & pricing
- 02Request for quote
- 03Credit & approval
- 04Order & stock
- 05Delivery & invoice
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.
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.
- 01
Catalog & pricing
- 02
Request for quote
- 03
Credit & approval
- 04
Order & stock
- 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.
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 capabilitiesA shared thread through to delivery
Track reservations, partial shipments and their documents.
Track: order status and outstanding deliveries
See the capabilitiesFeatures
The right tools for the way you work
01 / SalesOS
Quotes & commercial agreement
Build quotes around services, products and negotiated terms.
- Product and service catalog, pricing and discounts
- Branded quotes, versions and approval
- Secure sharing and online acceptance
- 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.
- Recurring, milestone and instalment billing plans
- Contractual instructions and annex-driven schedule updates
- Keez and SmartBill invoicing connectors
- 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.
- Catalogs, price lists and customer-specific terms
- Requests for quote, approval and quick orders
- Warehouses, stock, reservations and partial deliveries
- 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.
- REST API, OpenAPI, MCP and webhooks
- Roles, permissions and scoped API keys
- Company data isolation and audit logging
- 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.
Explore the B2B portalImplementation
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 implementThe next step
Your team sells better when it can see the whole picture
Start with a demo. Continue with your processes, data and goals.