B2 Portal

Turn requests into RFQs

Machines turn customer emails and notes into RFQs and push them to CoreBridge once you approve.

Already on WeMachines? Plugins → B2 Portal.

  • Turn this customer email into an RFQ and send the review link
  • Review this RFQ and list what still needs my decision
  • Prepare this RFQ and ask me before pushing it

How it works

Click Connect and sign in to B2 Portal. By default, each person connects their own account. Machines use the access of the person asking.

Developer
B2 Portal
Category
Sales & marketing
How it connects
Log in with B2 Portal
Machines can
Read, and change what an admin allows
Website
b2portal.com