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Quoting & contracts

A complete quote. A connected contract.

Bring products, specifications, certifications and terms into one deal thread. Sales Portal turns the agreement into a contract without a second tool.

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Quoting & contracts product illustration with sample data

Illustrative product view · sample

Everything the buyer needs, in one place.

Keep product documents, quote revisions and agreed terms connected from the first send to the final order.

Product details travel with the SKU.

Load product images, spec sheets and IEC / UL certifications onto a SKU one time. They carry into every quote and every contract that follows, so nothing gets re-uploaded or hunted down for the next deal.

  • Product photos, datasheet and certifications attached to the SKU once
  • Audit-ready and complete on the first send, no follow-up emails
  • Buyers who won't move without compliance docs get them up front
Inside a complete quote

Illustrative example · sample

Quote builder

420W module × 1,080
Line 1
Datasheet · IEC 61215 cert
Attached
Product images
4 attached
Terms: net-30, 2 pallets
Set
Contract
Generate

The same line items, from quote to contract.

What you agreed is what gets fulfilled. Revisions don't spawn a new PDF and a new version-control problem, and the auto-generated contract carries the negotiated terms exactly.

  • No detached PDFs, revisions stay in one thread with a full history
  • Auto-generated contract populated with the terms you shook on
  • Nothing lost between yes and the order that ships
Follow a quote through negotiation

Illustrative example · sample

Deal · 1,080 modules

v1 · list price
Sent
v2 · Tier B, net-30
Countered
v3 · agreed
Accepted
Contract generated
Auto

Four steps. One thread. No re-keying.

  1. Pull the product in

    Add SKUs from your catalog with pricing, images, spec sheets and certifications already attached. Nothing gets hunted down or re-uploaded.

  2. Set the terms for this buyer

    Quantities, tiered price, MOQ, delivery and payment terms, configured for the account you're quoting, not a generic template.

  3. Send and negotiate in place

    The buyer reviews a complete, professional quote inside the same thread where you'll settle the details. No PDF ping-pong.

  4. Generate the contract

    Agreed terms become a contract and an order automatically, carrying the exact line items and terms you shook on.

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Build a complete quote with us.

Walk through product specifications, negotiation and contract generation on a real sales workflow.

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