Features
B2B purchasing without the friction
Instant quote-to-cart
Create pre-filled shopping carts directly from your CRM with just one click.
- Reps send quotes as personalized checkout links
- Customer information is pre-populated; only payment details are needed to transact
- Option to auto-renew during purchase
- Saves valuable selling time and accelerates conversions
Click to quote
Let business buyers generate their own quotes, instantly and automatically.
- Self-service quote generation at checkout
- Accelerates time-to-purchase and internal approvals
- Reduces friction and cart abandonment
- Ideal for high-velocity B2B sales environments
Proforma invoices on demand
Make invoice-first purchasing simple for B2B buyers, especially in the U.S.
- Buyers generate proforma invoices in seconds
- Supports internal procurement and finance workflows
- Works across global currencies and markets
- Increases conversion among invoice-driven buyers
Automated invoicing & payment collection
Let your system handle invoicing, reminders, and payments — without the back-and-forth.
- Automated invoice generation and delivery
- Custom payment terms and due date settings
- Payment tracking and overdue reminders
- Integrates seamlessly with AR and finance workflows
Global, tax-compliant invoices
Generate accurate, tax-ready invoices for any buyer in any country.
- Full compliance with VAT, GST, and global tax rules
- Dynamic field formatting based on buyer location
- Audit-ready documentation and reporting
- Built-in exemption and B2B validation logic
Seamless CRM & ERP integrations
Connect your quoting, invoicing, and finance stack with little to no manual effort.
- Native support via APIs, webhooks, and Integration Hub, powered by Workato
- Sync with Salesforce, HubSpot, Netsuite, and more
- Automate clearing files and reconciliation
- Keep quoting and billing in perfect sync
