Sales Team Suite
From product search to delivery, every order stays connected and visible.
Built for decorators growing their sales team who need every order connected, from presentation to PO, with clear margins and order visibility. Supplier Index, ShowCase, Sales Order and Purchase Order on one connected record, with QuickBooks Online sync, a dedicated account manager and priority SLA support.
150+ supplier catalogs over PromoStandardsNo per-user license for your whole team
One team, one order, one recordConnected
01Find & compare
Live product, pricing and stock from 150+ supplier catalogsSupplier Index
Live product, pricing and stock from 150+ supplier catalogsSupplier Index
02Present & approve
A client-facing presentation built off that same live dataShowCase
A client-facing presentation built off that same live dataShowCase
03Sales order
Convert approvals to sales orders without re-keyingSales Order
Convert approvals to sales orders without re-keyingSales Order
04Purchase orders and reconciliation
Generate POs from sales orders automatically and reconcile supplier invoicesPurchase Order
Generate POs from sales orders automatically and reconcile supplier invoicesPurchase Order
05Sales invoices
Sales invoices sync to QuickBooks OnlineQBO sync
Sales invoices sync to QuickBooks OnlineQBO sync
One connected record. Every stage after the order reads the same data.
150+Supplier catalogs via PromoStandards
Assisted onboardingWe build your first workflow with you
Nothing to replaceYour ERP, accounting and CRM stay where they are
Solution SupportIncluded with the suite, not billed by the hour
Why growing sales teams outgrow their stack
One package, sized for your whole team.
There are no tiers to compare and no seats to ration. The Sales Team Suite bundles the modules a decorator's sales team uses every day, plus the services that make them stick.
Users
No per-user license
Your sales team, purchasing and accounting all get access on the same fee, so you're not deciding who can afford a seat. The monthly line stays the same figure whether you add two people or twenty.
ShowCase
Unlimited ShowCases and sales orders
Build as many client presentations as your sales team needs and turn every approval into an order, without counting either. Your price stays the same as your volume grows.
Order entry
Sales orders, typed in or imported
Start the order the way the request arrived. Enter sales orders by hand, or import them, including the POs distributors send you, with AI assistance or from Excel files.
How every line moves
Visual Logistics and GPM Tracking
See how each line is routed from supplier to facility to the ship-to address, with the quantity on every leg. Shipping is judged against the estimated carrier cost, and each line carries its own gross margin, split into blank and decoration.
Features
We thought of every detail for you.
The modules your team works in every day, and the services that come with the agreement. Anything not on this list is scoped at discovery rather than assumed.
Sales Team Suite
Everything your sales team, purchasing and accounting touch
Built for decorators growing their sales team who need every order connected, from presentation to PO, with clear margins and order visibility.
Included
- Supplier Index: search and compare 150+ supplier catalogs with live pricing and inventory
- ShowCase: client presentations built off that live data, approved in one place
- Sales Order: approvals convert straight to orders, tracked to fulfillment
- Purchase Order: ePOs to your suppliers, generated automatically from the sales order
- Visual Logistics and GPM Tracking: where each item is, from the supplier to its final destination, and the margin on every order before it goes out
- Supplier Invoice Reconciliation: supplier invoices matched against the purchase order
- QuickBooks Online, Avalara and ShipStation integrations: accounts receivable syncs to QuickBooks Online today, accounts payable is on the roadmap
- No per-user license: your sales team, purchasing and accounting all work on the same fee
- Assisted onboarding: we build your first workflow with you, and your sales team, purchasing and accounting are trained on the same record
- Priority SLA: contracted response times and dedicated support hours, so a stuck PO on a Friday afternoon does not wait for Monday
- Solution Support: the team that designed your configuration stays on it, so changing how something works is a conversation rather than a new project
- Priority roadmap alignment: your requirements get a seat at the planning table, and enterprise customers shape what ships next
- Integrations with the systems you already run: QuickBooks Desktop, NetSuite, ShopWorks, FedEx, UPS, TaxJar, your CRM, custom EDI and more, scoped and quoted at discovery
Custom applications and third-party integrations are scoped and quoted during discovery, before any work starts.
Book a demoBeyond the product
What the enterprise agreement adds.
The modules are the same ones anyone can buy. What changes at enterprise is who is accountable for making them work for your whole team.
A dedicated account manager
Someone who knows your setup, systems, suppliers, and business, not a rotating support queue.
Priority SLA support
Contracted response times with dedicated support hours, so a stuck PO on a Friday afternoon doesn't wait for Monday.
Solution architecture
We map how your sales team actually works before anything is configured, including the parts that live in spreadsheets and habit.
Training the whole team, not one admin
Your sales team, purchasing and accounting train on the same record, so nobody is left cascading it second-hand.
Priority roadmap alignment
Your requirements get a seat at the planning table. Enterprise customers shape what ships next.
Integrations, not exports
Connections to the ERP, CRM or accounting system you already run, scoped and built rather than worked around with a CSV.
The platform
We are agnostic.
You keep choosing your ERP, your accounting, your inventory system, your CRM and your production software, and we connect to what you have picked. These modules are the work that happens between them.
In the Sales Team Suite: included, nothing to install
01Supplier Index
Search and compare supplier catalogs over PromoStandards, with live pricing and inventory.
02ShowCase
Build client presentations off live product data and turn an approval into a sales order.
03Sales Order
Track every order from intake to fulfillment, with status your sales team can read without asking.
04Purchase Order
Generate compliant supplier POs automatically from the order that's already on file, with logistics and tracking per line.
05QuickBooks Online sync
Orders reach your books without being typed a second time. Accounts receivable syncs today, accounts payable is on the roadmap.
Stays yours: we connect to it
These are deliberately not ours. You've already chosen them, your team already knows them, and replacing them isn't the project.
- ERPIf you run an ERP, it stays the system of record for finance and operations. We connect to it rather than duplicate it.
- AccountingQuickBooks Online is built in, with accounts receivable syncing across and accounts payable on the roadmap. QuickBooks Desktop, NetSuite and others connect as integrations.
- Inventory & warehouseBill of materials, barcodes, scanning and bin-level stock belong in a warehouse system. We integrate with the one you pick.
- CRMYour CRM stays the center. Quotes, orders, POs and activity write back into it.
- Production softwareIf you run a production or decoration system, orders land in it, and we don't ask you to move production.
- Shipping carriersYour carrier accounts and rates stay in your name.
If a connection doesn't exist yet, it's scoped as an integration during discovery, not solved with a CSV export.
How it goes live
Onboarding and training
Every rollout runs through the same four stages. Onboarding covers the catalog connections and your existing data, training covers your sales team, purchasing and accounting who work in it every day.
Stage 01
Discovery
We walk one real order from first enquiry to paid invoice, including the spreadsheets. Output: a written scope of modules, integrations and users.
45–60 min callStage 02
Solution design
Solution architecture for anything custom, then a written quote for any integrations or services beyond the suite. No surprises at signature.
Typically 1 weekStage 03
Onboarding & migration
Configuration, supplier catalog connections, QuickBooks Online sync, and migration of your product, client and pricing data.
Scoped at discoveryStage 04
Training & go-live
Your sales team, purchasing and accounting in the same room, working the same record. After go-live you move to Solution Support.
Ongoing supportArrange a walkthrough at a time that suits you
Fill in the form and you can choose your time straight afterwards. Tell us how your team sells today and we will work from your setup rather than sample data, so the first twenty minutes are not spent explaining it.
Before you ask
The questions that come up on every call.
How is the Sales Team Suite priced?
One setup fee and one monthly platform fee, with no per-user license. Custom integrations and additional services are scoped and quoted upon request. See the current figures on decorator pricing
Do we have to replace the systems we already run?
No. PromoLink is built to connect to what's already in place: your ERP, accounting, CRM, inventory and production software. Where a connection doesn't exist yet, it's scoped as an integration during discovery rather than solved with CSV exports.
What does the QuickBooks integration actually cover?
Accounts receivable syncs to QuickBooks Online today; accounts payable is on the roadmap. Sales orders generated in PromoLink carry through, so what your sales team sold and what the sales order says are the same numbers your books see.
How long does implementation take?
It depends almost entirely on data migration, which is exactly what discovery is for. Configuration and supplier catalog connections are fast; migrating years of product, client and pricing data is the part that sets the timeline. You get a dated plan with the quote.