Digital Sales and Order Management
Rely on proven solutions
The configurable web portal for your sales
From quote to invoice: with the enterprise portal software from Quatico, you digitalize the entire lead-to-cash process. Accelerate deal closing, automate routine tasks, and strengthen the customer experience.
Sales Portal Starter Edition
A sales assistant that digitally supports sales staff by structuring customer communication around orders.
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Sales Portal Enterprise Edition
An integrated sales portal with end-to-end order management and CRM integration to optimize cross-departmental sales processes.
Learn moreManual processes cost time and money
The Problem
Service companies rely on manual processes. Quotes are sent by email, which leads to inefficiencies and errors.
The Solution
A configurable web portal enables digital sales, management, and invoicing with self-service features and automated workflows.
Improve your customer satisfaction and accelerate your sales process
Configure, price, and sell complex service products in minutes instead of hours. With our integrated CPQ (Configure, Price, Quote), you digitalize your sales and order processing – from quote creation to contract management. You turn manual processes into automated workflows and increase your response speed by up to 35%.
Up to 42% higher customer satisfaction:
28% less sales effort:
300% more quoting capacity:
Features at a glance
AI-powered service modeling
Generate complete service models from a few functional inputs – including scope, parameters, and pricing model. Use these models directly for catalogs, quotes, and orders.
Quote and order management
Create quotes faster – with intuitive tools to configure complex services. Calculate prices reliably and create binding quotes with validation rules and guided processes.
Configure-Price-Quote (CPQ)
Shorten the sales cycle with a configurable quoting module for services. Whether a ballpark quote or a binding quote – your sales team works safely within your company's guidelines.
Customer portal and self-service
Enable your customers to view orders, invoices, and communication in real time. The portal becomes the central point of contact – for self-service, requests, and transparent order overviews.
Integration with enterprise systems
Connect CRM and ERP systems such as HubSpot or Bexio. This keeps customer data, quotes, and invoices always up to date – without duplicate maintenance.
Data-driven management and reporting
Get precise insights into sales performance and order status. Optimize processes based on data – instead of gut feeling.
Try the AI generator for service offerings
Create service offerings in just a few minutes – automatically supported by AI.
Try AI nowIntegration and Technology
Frequently asked questions
Ready for the next step?
Use our enterprise portal software to build innovative digital products. Michael is happy to advise you.