Dealer Portal
Support dealers with the product information, documents and workflows they need to work with your business.
Build my project scope
Know what your project includes.
Enquiry, catalogue and update workflows.
Access roles and training scope.
What to bring
to your first brief.
Share what you already have. We identify the gaps and agree what needs to be created before production begins.
- Dealer types, territories and access rules
- Approved product, pricing and document sources
- Ordering, enquiry and reporting requirements
The details
worth checking.
Review checkpoints are part of the agreed scope. Final files, source-file access and ongoing support are confirmed in the proposal.
Check dealer-specific visibility and approval flows.
Reconcile displayed product information with the approved source.
Explore appsPlan the work with clarity.
How is Dealer Portal scoped?
Dealer roles, territories, catalogue and order rules are agreed before quoting. Dealer software is separate from dealer creative, sales collateral and training content.
What should we check before accepting Dealer Portal?
Territory visibility, approvals, verified integration feasibility and onboarding. Your nominated approver reviews the actual deliverables against the agreed brief.
What if our dealer portal brief changes?
Changes to dealer roles, territories, catalogue and order rules are reviewed before additional production. Scope, cost and schedule changes need authorization; an approved design is not silently overwritten.
Connect the next piece.
Bring your goal.
We’ll help define the work.
A written proposal confirms deliverables, reviews, schedule, rights and any third-party costs.
A defined purchase.
A usable handover.
Unit of work
Dealer roles, territories, catalogue and order rules
Dealer software is separate from dealer creative, sales collateral and training content.
Acceptance
Territory visibility, approvals, verified integration feasibility and onboarding.
Specific volume, review rounds, schedule, final/source files and any third-party charges appear in the proposal. No unlimited delivery or guaranteed commercial result is implied.