Sales-Engine

Core Concepts

The following concepts appear frequently throughout Sales Engine. They are critical for understanding how the platform behaves and why some options are unavailable until others are complete.

Read More

Onboarding a Customer

Objective Enable a new customer to log in, view their organisation, place orders, and pay for them.

Read More

Billing & Price Management

Control and manage the pricing seen and exposed to customers on orders and how they pay for it.

Read More

Custom Order & Proposals

Objective Create a bespoke order arrangement when a standard tasking or archive order does not meet customer requirements.

Read More

Sales Engine

Introduction to the Sales Engine What is Sales Engine? Sales Engine is the platform used to:

Read More