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Product data throughout the sale

Products, orders and payments

Connect your product catalog with proposals, orders and payments.

What your process could look like

  1. Prepare the catalog
  2. Connect products to sales
  3. Handle the order

What you can do

Maintain product information, use it in proposals and handle orders linked to customers. Connect the process to delivery and configured payment methods.

A shared product catalog

Organize products, prices, stock, categories and language versions of content used in your sales process.

Orders alongside customer data

Handle orders linked to customer details and return to them during subsequent conversations.

Checkout, delivery and payment

Guide customers through checkout with the delivery and payment methods available in your implementation.

What your process could look like

  1. Prepare the catalog

    Complete product data, prices and descriptions.

  2. Connect products to sales

    Use the catalog in a proposal or configured order process.

  3. 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.