Customer Portal Add-on

paradigm accounting erp business mfg software from paragon

Resource-Saving Customer Tool

The Customer Portal for Paradigm allows you to create accounts for your customers that they can use to access their own quotes, orders, and invoices online. Cut down on the number of quotes your salespeople need to create and eliminate constant phone calls for order status updates by allowing your customer to access their own data through our Customer Portal.

Go paperless. Go Paragon.

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Key Features

With our Customer Portal, customers with an account can:

  • View and print their own documents.
  • View order statuses in real-time – Production, Purchase Order, and Fulfillment Pro data are all shown.
  • View the inventory at their customer-specific price level.
  • Import a SmartBuild™ design as a quote to Paradigm.
  • Create quotes and release orders to their salesperson.
  • Draw their own special trims.
  • Pay invoices via credit card or ACH (EBizCharge integration required)

How it Works

For the customer:

  1. The customer logs into the Customer Portal via an internet browser.
  2. The customer adds a quote and inputs Product IDs as well as custom trims
    • Or the customer imports a CSV file to create a quote in seconds.
  3. The customer converts the quote into an order, sets a ship date, and releases the order to their salesperson for review!

Customers can view pricing, orders, invoices, and inventory and make payments. They can also sign into the Customer Portal with their SmartBuild account to import building materials.

For your company:

  1. Set up customer admin accounts for customers to serve themselves.
  2. Enjoy the automated customer ordering process!

See it in Action!

Customer Portal Add-On Demo Video

We do paper files in the office and it's a hassle - We set up the Auto Attach feature in P10 for shippers and invoices, in hopes we can go paperless. I just wanted to say, we love Paradigm!

- Victoria G., Iron Brothers Metals

That’s what Paradigm can help you achieve

Your company is growing, and you need a system that will grow with it.

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