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Overview

Once a customer has approved a product, the next hurdle is often getting them pricing information quickly so they can move to purchase. Traditional pricing processes involve back-and-forth emails, delays, and missed opportunities. This feature lets you send prices directly to connected customers, taking them straight to a live price list where they can place orders immediately.

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Approvals can often sit dormant

After customers approve a product, they typically need to email back asking for pricing - creating delays and friction right when they’re ready to buy. Meanwhile, account managers often miss opportunities to present additional products that customers might need. This pricing feature emerged from recognizing that the moment after approval is when customers are most engaged and ready to make purchasing decisions, so removing any barriers at that point maximizes conversion.

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Give customers a price - that they can action

Select an product and send the customer a price - this triggers an email with pricing information that directs them to a live price list in their portal. Once there, customers can immediately place orders without having to request quotes or wait for responses. The system also displays other relevant prices you have available, creating natural upselling opportunities while customers are actively making purchasing decisions.

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Turning approvals into orders

Price sending bridges the gap between product approval and actual purchasing, transforming what used to be a multi-step email process into a single action that moves customers directly into your ordering system. It connects your pricing strategy with customer convenience, while the integrated upselling transforms individual product purchases into broader portfolio opportunities, maximizing the value of each customer interaction.