Offeris portal

Until now, you have sent the price quote to the customer in a form suitable for printing. The customer could see there, for example, the product name, image, description and prices. If he wanted to know more about the offer, he had to search for further detail or contact you.

Offeris portal serves to provide communication between you and your customers. Since there is a difference in the requirements and needs of the "final" customer and business partner, we have prepared 2 portal versions for you:

B2C - for retail

B2B - for partners

Retail

Your customer will get much more information about the price quote, order, or invoice that you send him. He will see more pictures, videos. He will be able to communicate with you easily and approve your offer.

Partners

Your partners will see their business documents in their account, pay invoices in a more convenient way, order new goods easily and quickly, and will also see the products which they order most often.

New form of communication

In the Offeris portal, customers will see:

More images with full screen option
Videos, e.g. how the product is used
Longer and formatted text
Contact details of his sales representative
Documents attached for downloading
Direct communication with you
...and last but not least, he will approve your offer in a simple way...

Benefits of Offeris portal

More information

The customer has no reason to look elsewhere, e.g. at competitors.

Various designs

Customization to your colors and needs.

Clear communication

No more digging through emails to find the offer.

Price quote approval

The customer simply approves the offer, and you’ll be notified online.

Price quote editing

You can edit price quotes and the customer will see it immediately.

Attached documents

No more searching for manuals or certificates.

Youtube videos

Easy solution to understand how the product is used.

Terms and conditions

Each customer can have his own prices and his own list of products.

Quick order

Easily add products via import or barcode scanner.

Does the size of your company require a more comprehensive solution?

Would you like to learn more about the possibilities Offeris offers? Let’s meet! Tell us about your processes, and we’ll show you the available solution and implementation options.

Schedule a meeting

Offeris portal preview

Offeris portal will allow you to spend more time on sales and less on administration. We will be happy to explain all its options in person.

B2B - communication with business partners

Price quotes

Your business partner will see the price quotes you sent him. There is a lot of information on the products.

Price quotes

Your business partner will see the price quotes you sent him. For the products offered, he will see a description, all images with the option to display them in full screen, videos and attached documents.

Orders

Your customer can see the orders, their fulfillment, the goods he still needs to get from you, and invoices.

Orders

Your customer can see the orders, their fulfillment, the goods he still needs to receive from you, as well as invoices associated with the order.

Invoices

All invoices in one place. Your partner can download them, pay them, and see unpaid ones.

Invoices

All invoices in one place. Your partner can download them, pay them, and see the list of unpaid invoices as well as invoices that are already past their due date.

Delivery notes

Your partner has the list of delivery notes from you, and sees which ones have not been invoiced yet.

Delivery notes

Your partner has at his disposal the list of delivery notes that you have issued to him, can see which ones have not been invoiced yet, and items that have not yet been delivered to him, etc.

My products

All the products your partner has ever bought from you, sorted by the number of purchase.

My products

In this section, your business partner will find all the products he has bought from you in the past, sorted by the number of purchase. So he won't have to look for the products that are most essential for his company in your entire assortment.

Ordering goods

Possibility to order goods. The customer will see only specified products at relevant prices.

Ordering goods

The advantage of B2B is also the possibility of ordering goods. The customer will only see the products you specify for him at relevant prices. He can also see whether you have the goods in stock, normal delivery time, etc.