// Wholesale · Sales
Customer Proposal Builder
Reps pick products from what is actually available, price them for the customer, and send a branded proposal in minutes. Customers choose quantities and accept online, and the order is ready to go.
- Problem
- Reps build product offers in spreadsheets from stale stock lists.
- Platforms
- Web
- Stack
- Angular · Django · PDF export · NetSuite
- Size
- Small: a focused first release
// Live demo
Try it yourself
A working sample of the app, set up for a made-up company. Click around the way your team would.
// What we would build
Features
Live availability
Stock on hand, incoming and closeouts pulled from your inventory system, so reps only offer what they can ship.
Customer pricing and margin
Price lists, tiers and one-off discounts per customer, with margin shown to the rep but never to the customer.
Branded proposals
A clean web page and PDF with photos, specs, pack sizes and prices, under your logo.
Customer selections
Customers pick items and quantities, leave notes and accept online, without logging in to anything.
Tracking
See when a proposal is opened, what the customer looked at and when it expires, so follow-ups are timely.
Straight to an order
Accepted proposals become sales orders in your ERP or accounting system, with nothing retyped.
// Connects to
Works with what you already use
Using something else? Most systems with an API, a database or a scheduled export can be connected.
// FAQ
Common questions
Can we send closeouts and special buys to a list of customers?
Yes. Build one offer and send personalized copies, each with that customer’s pricing, and see who responds.
Do customers need an account?
No. Each proposal has a private link. Customers can review, select and accept without signing up.
Does it work with our CRM?
Proposals and their status can be logged against the account in HubSpot or Salesforce so the whole sales history stays in one place.
CAD + Product Development
CADs, specs and factory quotes live in email threads and folders.
Try the demo →Retail Store + Subscriptions
Retailers rent a storefront and pay fees on every sale they make.
Try the demo →Shipment Tracking + Issues
Shipping problems surface when the customer calls to complain.
Try the demo →// Next step
Need a customer proposal builder?
Tell us how the work gets done today. We will tell you plainly what we would build, how long it would take and what it would cost.