Prepare sales using a shared catalog
Organize products, prices, stock, categories and language versions in one place. Use them in proposals and the sales process without recreating product details.
Products, orders and payments
From product to paid order
Use your catalog in proposals and order handling. The customer, order items and payment status remain connected, making questions about fulfillment easier to answer.
What your process could look like
- Prepare the catalog
- Connect products to sales
- Handle the order
Product data supports every stage of the sale
Spend less time checking prices in one place and orders in another. A shared catalog and customer-linked orders help you move from preparing a proposal to handling the sale.
Answer order questions with context
Orders are linked to customers, so you can return to the right items and details during a conversation. It is easier to identify the sale and what needs further handling.
Guide customers through delivery and payment
Configured checkout offers the delivery and payment methods available in your implementation. The next order steps follow a shared process you can review alongside the sale.
What your process could look like
Prepare the catalog
Complete product data, prices and descriptions.
Connect products to sales
Use the catalog in a proposal or configured order process.
Handle the order
Review the customer, order information and payment status in context.
Practical questions
Products, orders and payments
See the platform in your business context
Tell us where your customers come from, how you prepare proposals and what happens after you send them. We will demonstrate relevant features in one scenario, from inquiry to the account owner's next action. Together, we will establish the modules, integrations and configuration you need.