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Client & Sales Portal
Faster quotes. More time for sales.
Customers can configure an order, see current pricing, generate a PDF quote and turn an approved quote into a purchase order. Repeatable quoting tasks move into self-service, freeing the sales team to handle complex requests and customer relationships.
Automotive Supplier — Self-Service Quoting
Company identity withheld under a confidentiality agreement.
Illustrative interface.
Dozens
sales hours saved weekly
Instant
pricing for prospects
Quote to PO
direct conversion
Reported project outcomes. Results vary.
The bottleneck
Every routine quote needed a person.
Sales staff rebuilt similar configurations, pricing and PDFs while prospects waited for an answer.
The fix
One connected quoting experience.
- 01Let buyers configureGuided self-service tied to live pricing.
- 02Generate the documentProfessional PDF quotes without manual assembly.
- 03Move toward the orderApproved quotes convert into purchase orders.
What we built
- Self-service quoting connected to live pricing
- Guided configuration for customers and prospects
- Professional PDF quote generation
- Printable and shareable quote documents
- Direct conversion from approved quote to purchase order
- A process that allows sales to intervene where human judgment creates value
What changed
Sales can focus on complex opportunities and relationships.
Before
Repeated calculations and slow answers.
After
Immediate pricing for repeatable requests.
- Dozens of sales hours saved each week
- Immediate pricing for customers and prospects
- Professional PDF quotes generated automatically
- Approved quotes converted directly into purchase orders
In their words
“We can essentially respond to RFQs on autopilot. One inside salesperson can handle hundreds of quote requests a week.”