Company buyer roles are customizable and extensible. You can control buyer actions and permissions with bespoke roles, improve operational efficiency, and offer more granular data access to customers. Learn more

Introducing a quoting interface with faster workflows, improved speed, and mobile-first design. Boost productivity and save time on repetitive tasks by generating outbound quote proposal emails with GenAI.

Add your own tags to quotes and build tag-based workflows to enable quick filtering and helpful reminders.

Add extra fields to your quote form with visibility options at the field level from external systems. Use these extra fields to collect information for quote requests, or for internal use only.

Promptly notify your buyers and sales reps throughout the negotiation process with new, customizable trigger-based quote notification emails.

Seamlessly manage and integrate company specific invoice payment terms. Automatically apply terms to customer invoices, streamlining the billing process and ensuring accuracy with every transaction. Learn more

Configure extra fields for company users and control whether the extra field is visible or mandatory during new buyer storefront registration. You can also collect additional buyer information from external sources to tailor the Buyer Portal experience. Learn more