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B2 Portal

Turn requests into RFQs

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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.

App

B2 Portal

Skill

Information

Developer
B2 Portal
Category
Productivity
Website
Version
1.1.1
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