Deal registration — a partner claims a project before they bid, you approve and protect it for a period, and nobody else in the network undercuts them on it.
A partner spends weeks on a tender. Deal registration means the partner who did the work is not beaten on price by the one who did not. They register the project with a bill of quantities; you approve it, set a project price and a protection window; it is theirs until it is won or lost.
The queue where a partner's project is protected.
Registrations to approve or decline.
Live deals, who holds them, and how long the protection has left.
Protection about to lapse — extend it or let it go.
Won and lost, with the value.
A partner registers, you decide. The rule does the rest.
The partner names the project and the customer, and attaches the bill of quantities from your catalogue.
Items and quantities from the catalogue, not a text box — so the project price can be real.
Set the project price — or keep their request — and how many days it is protected for.
Not every project is protectable. The partner sees why.
Days, counted down. Extend it if the tender runs long.
Two partners claim the same project — first registered wins, or your rule decides.
A price for this project only, honoured on the order that follows.
The registration becomes the order at the project price.
Closed, with the reason, so the pipeline is honest.
A dealer's deal is protected against the distributor's other dealers too.
The partner sees their registrations, their status and their expiry from their portal.
Registered, protected, won, lost — by partner and by period.
A deal in three moves.
Three of the places you will spend time in Deals.
Around the deal.
Start with what you need today and switch the rest on when you grow.
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