Introduction to VendorMode
VendorMode is a streamlined solution designed for B2B teams that need to manage the entire sales and delivery process without the complexity of traditional CRMs. Instead of relying on a mix of spreadsheets, edited PDFs, and disjointed tools, VendorMode offers a unified platform that simplifies the flow from quote to contract to invoice. It ensures clarity, consistency, and control over billing, collections, and customer activity.
The product is built with the goal of keeping sales and delivery aligned, reducing manual work, and eliminating version confusion. By centralizing all aspects of quoting, contracting, and invoicing, it provides teams with a clear view of what has been billed, collected, and is still outstanding. It's ideal for businesses that sell projects, services, or products and need a predictable, efficient way to handle commercial execution.
Takeaways
- Simplifies the quote-to-invoice workflow with one-click conversions
- Eliminates CRM overload by focusing on sales and delivery alignment
- Keeps pricing consistent and defensible through catalog-based quoting
- Tracks billed vs. collected revenue with customizable dashboards
- Supports professional PDF delivery and send history tracking
- Reduces rework and errors by preserving scope and line items across documents
- Offers flexible team pricing with optional access-code verification
- Provides visibility into top customers, A/R aging, and project performance
How VendorMode Works
VendorMode operates around a simple, repeatable workflow that helps teams stay organized and efficient:
- Create a Quote: Build quotes using a shared product and service catalog, ensuring consistent pricing and scope.
- Send Professionally: Email or download PDFs of quotes and invoices, with full send history for accountability.
- Convert and Invoice: Convert quotes to contracts and contracts to invoices in one click, without re-entering data.
- Track Cash Flow: Monitor billed vs. collected revenue, track overdue balances, and gain insights into customer performance.
This process ensures that teams can move quickly from request to invoice while maintaining accuracy and transparency.
Core Benefits and Applications
| Benefit | Description |
|---|---|
| Consistent Pricing | Use a centralized catalog to ensure accurate and defensible pricing |
| Reduced Manual Work | Automate conversions and eliminate rework between documents |
| Improved Visibility | Track key metrics like billed vs. collected, A/R aging, and top customers |
| Streamlined Workflow | From quote creation to invoice generation, everything is handled in one place |
| Enhanced Accountability | Full send history and document tracking improve follow-up and compliance |
| Scalable Team Support | Flexible pricing options support teams of all sizes |
VendorMode is ideal for teams in industries such as consulting, manufacturing, field services, logistics, and more who need a reliable system for managing their sales and billing processes.
