Split a B2B sales team's day in two: half of it is selling, the other half is secretarial work. Reading prices to whoever calls, reporting status to whoever asks, re-sending the quote PDF to whoever lost it. None of it produces revenue — but all of it comes from the people who are the revenue, so none of it can be refused.
A customer portal resolves the dilemma: it hands the secretarial half to the customer — who, it turns out, prefers it that way.
The flow, from the customer's side
They sign in at an address that carries your brand (yourcompany.gloyd.com) and find three things:
Quotes. Your quote is there, line by line. They review it and approve or decline in one click. The moment they approve, it becomes an order — no phone tag, no "we confirm" email, no re-typed order form.
Orders. Status from confirmation to delivery is on screen: confirmed, processing, shipped, delivered. Past orders, documents, and PDFs are theirs to open whenever they need them.
The catalog. They browse the products you've made visible in the portal store. Priced items can be ordered on the spot; unpriced ones collect a quote request. Both land in your standard flow.
The flow, from your side
The customer's RFQ arrives as a structured document with line items — not a paragraph of prose. You build the quote from your catalog in minutes; if the request changes, the quote is versioned and nothing is lost. Approval arrives through the portal, the order creates itself, and every sent document is preserved as an immutable snapshot.
Most importantly: throughout all of it, the portal and every notification carry your name. The customer never sees a "Gloyd" — they work with you.
"Does it solve collections too?"
Honest answer: no — the portal is not a payment system, and we won't sell it as one. Its contribution to getting paid is indirect but real: when order and delivery records are beyond dispute, invoice disputes shrink. "We never approved that order" ends quickly against a time-stamped approval on the record.
Don't confuse it with a marketplace
Say "my customers should order online" and marketplaces come to mind first. The difference is foundational: on a marketplace your product sits next to your competitors', the platform owns the relationship and the data, and a commission rides on every order. In your portal, the customer signs in at your address, sees only your catalog, and the word "commission" doesn't exist — we've written the full comparison here.
What the sales team gets back
- Hours: Status-reporting and document-hunting drop to zero; the day goes to quoting and customers.
- Speed: One-click approval shortens the quote-to-order cycle — and pending approvals are visible, so follow-up stops being guesswork.
- Visibility: Which quote was viewed, which customer is waiting on what — records, not hunches.
- Professionalism: The experience you offer rises to the self-service standard corporate buyers already expect.
The whole sales-side setup — portal, store, and invitation flow — is laid out on the e-sales solution page. And if you'd rather just see your own portal, the 14-day trial opens without a card.
