Help customers make a decision, give staff a clearer workflow or connect information that is difficult to use.
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A product selector can ask for the details your team needs, apply your product rules and send a clearer request into a connected quoting workflow.
A request workflow can capture the information needed to quote or act, assign the work and show the next review step.
That can replace repeated emails, missing fields and manual copying between tools.
Match a customer’s requirements to suitable products.
Combine compatible options into a product your team can quote.
Compare specifications or find the closest equivalent to a competitor part.
Guide customers from the problem they need to solve to relevant products.
Collect product choices, quantities and requirements into a useful request for quote (RFQ).
Estimate requirements, costs or return on investment from the buyer’s inputs.
Let customers choose an available slot within your capacity and pricing rules.
Produce a specification summary that an engineer can share with procurement.
Give customers and distributors secure access to pricing, documents and order status.
Help customers prepare their next order from account history and saved choices.
Make data sheets, drawings, certificates and manuals searchable.
Bring the account information customers and reps need into one view.
Move a request through assignment, review and completion without losing its context.
Give staff one useful place to complete a job that currently spans files and systems.
Move approved information between the tools the business already uses.
Bring the information needed for a decision into a clear, current view.
Most customer tools work well in a mobile browser. A dedicated app is useful when the job needs offline access, device features or a field workflow.
A live OrangeFin product that answers customer questions from approved manuals and specification sheets, shows its sources and sends unsupported questions to a person.
See the ProductChat IQ project
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Watch the booking flow built for Sleepybird, an OrangeFin concept. Dates, ticket choices and the total stay visible as the visitor moves toward confirmation.
