Deal Hub CPQ · Customer portal
One place for customers to review the offer.
Share pricing, terms and supporting material in a customer portal. Give your customer a clearer path through the proposal and keep your team close to the conversation.
Share one link instead of attachments.
Mondrio puts the package, price and terms on a single page the customer opens from a link. You send it, and the customer reviews everything in one place.
Illustrative product workflow · sample data
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Answer the customer's question without leaving the quote.
The customer asks if implementation can be phased over two milestones. Your team answers on the quote and the page updates. You set the terms and the customer always sees the current offer.
Customer asks if implementation can be phased over two milestones.
Yes. Split the implementation block, portal updated.
Illustrative product workflow · sample data
Swipe sideways to see the whole screen
A few useful answers
Before you get started.
Where does the customer’s review take place?
The shared portal presents the offer and supports the path through review and acceptance. We agree the customer experience and relevant access settings during setup.
Who leads the work?
Led by Mondrio’s on-demand experts or your team. We’re always there to ramp up where needed. We agree the scope and responsibilities around the question you want to solve.
See Deal Hub CPQ on your own pricing.
Bring your price list, leave with the first moves.