Explore enquiry, quotation and follow-up workflows for dealers, distributors and ecommerce teams.
Follow one enquiry through your business
A dealer may need to prepare a quotation while a customer compares products. A distributor may handle multi-product quantities and customer-specific terms. An ecommerce team may need to identify a variant before answering.
The guides below apply the platform to these different tasks. Start with your actual enquiry and define the human approvals that should remain visible.