B2 Portal
Turn requests into RFQs
@B2 Portal Turn this customer request into a B2 Portal RFQ and return the review link.@B2 Portal Review this RFQ, resolve every blocker, and tell me what still needs my decision.@B2 Portal Prepare this RFQ, summarize the final CoreBridge send, and ask me before pushing it.
B2 Portal turns customer emails, notes, transcripts, and attachments into review-ready CoreBridge V2 RFQs. Search authorized customers and QuickProducts, resolve draft decisions, apply explicit custom-line pricing, and push the exact current RFQ to CoreBridge only after presenting the final summary and receiving explicit operator approval. After a successful push, open the returned CoreBridge estimate and exact B2 Portal review page.
Appli
B2 Portal
Compétence
Renseignements
- Développeur
- B2 Portal
- Catégorie
- Productivity
- Version
- 1.1.1