The gap after the quote is where buyer trust is won or lost.
Your advisors and ops teams already use Connectbase for discovery and quoting. But after the quote, your operations team becomes a switchboard: a portal per supplier, buyer escalations relayed by phone, install dates hunted down carrier by carrier.
Ops as a switchboard
Advisors and buyers escalate "where's my order?" — your team relays between portals and phones instead of executing.
A portal per supplier
Credentials, formats, and status vocabularies multiplied across your entire book. Every supplier is a separate login and a separate process.
The FOC chase
Commitments to end customers made on dates you hunt down supplier by supplier — every time, for every order.
Five capabilities. One end-to-end workflow.
In UI and API, across the fabric of suppliers in your ecosystem. Your platform in front, our engine underneath — never another destination competing for your advisors.
Digital Contract Creation
Ready-to-sign packages generated automatically from the quotes your advisors already run on Connectbase.
Digital Signature
Use your client's existing DocuSign key, or leverage the built-in signature capability included in the fee.
Order Submission
One standardized path to every supplier in your book — whether API, portal, or email — all normalized to one flow.
Order Status
Any order number in — status, install date, and full history out. Pushed to your platform on every state change.
Order Inventory
Completed orders land as a live book of business behind every commission — the foundation for your inventory layer.
The same eight steps, no matter the supplier.
API, portal, and email suppliers all normalized to one flow. Every transition logged, every change pushed to your platform automatically.
Your platform. Your brand. Our engine underneath.
Orderbase is order infrastructure — not another destination competing for your users. API-first with webhooks, the full UI is included for Connectbase platform customers. And because your quotes already live here, orders generate from the discovery and quoting your advisors already run — no new front end to adopt.
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