From Inbox to Invoice
We automate the chaos between your inbox and your order flow. Ideal for print shops, manufacturers, and wholesalers.
From Inbox to Invoice
We automate the chaos between your inbox and your order flow. Ideal for print shops, manufacturers, and wholesalers.
Email Order Parsing
Automatically extracts job details, quantities, and shipping info from inbound emails - no more manual entry.
AI-Powered Estimating
Let AI generate ballpark estimates based on past jobs, customer emails, and material specs - cut quoting time dramatically.
Centralized Order Dashboard
Track all incoming email orders in one clean interface - searchable by customer, PO, or status.
ERP & Accounting Export
Easily push finalized orders into your ERP or accounting system.
Generate Branded Customer Portals
Give each customer a self-serve portal to view past orders, approve quotes, and place new jobs easily.
Customer Confirmation Workflow
Seamless email follow-ups to confirm details, reduce errors, and keep projects moving.
$99
per month
$1,188
per year
Unlimited email inboxes
Integrations with Quickbooks and leading ERP Systems
Includes up to 100 processed emails/orders per month
$0.50 per additional processed email over 100
Enterprise
Everything you neeed to get started with your businessContact Sales
Contact Sales
Advanced integrations and API access
Dedicated onboarding & training
Customer Portals
Priority Support
Do I need to change how I quote or invoice?
Nope. You can keep quoting and invoicing the way you already do. B2 Portal just helps you organize it, track it, and send it faster.
Does this replace my ERP or accounting system?
Not at all. B2 Portal works alongside your ERP or QuickBooks. You can export order data or integrate directly, depending on your plan.
Yes. We use industry-standard encryption and never access or store sensitive attachments. You’re always in control of your data.
Setting up B2 Portal is quick and straightforward. Most businesses can fully integrate and start using the platform within a few minutes.
What if every customer emails differently?
That’s exactly what B2 Portal handles best. It helps pull key details from emails (regardless of format) and turns them into clean orders.
Can I set up portals for each customer?
Yes. You can generate branded portals for your customers to view past orders, approve quotes, and place new jobs (available on Pro plans).
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