Present, let them decide, keep the record.
Tiles, services, equipment packages: you assemble what is on offer. Your client decides in the portal, and the decision is on record afterwards.
The problem
The pain points we hear most often in customer conversations about this area:
- Samples travel as photos through WhatsApp, the approval sits in a voice message.
- Nobody knows which variant applies — or since when.
- Prices and quantities get retyped three times.
How Portenia solves it
Our take on this area — editor, platform and everyday practice combined:
Maintain the catalogue once
Items with image, text and price live in one data source. Every client draws from the same catalogue.
Present a selection per client
You assemble what this client should see — with a note on why.
Decisions with quantity and notes
The client picks, sets quantities and adds what matters to them. All of it stays with the case.
With a signature if you want
The selection becomes a record that can be signed — then the approval is provable.
Preview
We refresh the screenshots continuously. The original product view lands here shortly.
What it looks like in practice
Three steps from setup to everyday use.
- 1
1. Build the catalogue
Enter the items once — or pull them from your own system.
- 2
2. Send a selection
Assemble the items and put them in the client’s portal. They get an email.
- 3
3. Take the result
The decision sits with the case, moves into a quote or order, and stays traceable later.
See Portenia in action.
We are starting out with our first customers. Sign up or ask for a demo — we will get back to you.