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DHRevora — B2B Sales & Proposal Management

A B2B workspace connecting WhatsApp and web enquiries with customer records, catalogue-based pricing, approved PDF proposals and sales follow-up.

DHRevora — B2B Sales & Proposal Management

What was needed?

Customer conversations, price lists, proposal documents and follow-up notes often live in separate tools. Teams need a consistent view of the customer, the current commercial terms and the next action.

How did we approach it?

DHRevora connects communication, CRM records, catalogues and quoting. Defined pricing rules drive calculations, while AI assists with interpreting enquiries and preparing drafts subject to representative approval.

What was the outcome?

The team can connect a conversation with its customer, proposal and next follow-up step. Sales knowledge is organised around shared customer and opportunity records rather than individual message histories.

From enquiry to proposal follow-up

DHRevora supports B2B teams whose sales depend on conversations and quotations, including manufacturers, wholesalers and distributors. Communication and commercial preparation are brought into a shared workspace.

Shared inbox and customer context

WhatsApp and web enquiries can be reviewed alongside customer records and previous proposals. Internal notes help another representative understand the conversation and continue the relationship.

Catalogue-based pricing

Excel and CSV imports bring products and price lists into the workspace. Unit prices, quantities, discount tiers and taxes feed the proposal calculation. Margin limits and approval rules support the company's commercial policies.

AI assistance with human approval

AI helps extract details such as product type, quantity and delivery expectations and prepare drafts. Pricing comes from catalogue data and calculation rules. A representative reviews the content before approving the proposal or customer message.

PDF proposals and revisions

The proposal studio places line items, totals and terms into a company template. Documents can include branding, bank information and validity dates. Proposal and revision history records what was shared. A SHA-256 integrity hash is distinct from an electronic-signature service.

Pipeline and follow-up

Opportunities progress through qualification, proposal, negotiation and closure. Value, ownership and the next action provide context for follow-up. Customer responses and reminders help representatives plan the next contact.

A connected sales workflow

  1. Capture the customer's product, quantity and delivery needs.
  2. Connect the enquiry to the customer and catalogue entries.
  3. Calculate prices, discounts and taxes using defined rules.
  4. Review and approve the proposal before sharing the PDF.
  5. Follow responses and subsequent actions on the opportunity.

Workspace and integration scope

Customer records, conversations and proposals belong to the organisation's workspace. Permissions, approvals and document history support team operations. WhatsApp requires a configured Meta Cloud API business line and provider approval. Webhook and ERP integrations are scoped separately. Card collection from customers and e-invoicing are outside the pilot quoting flow and remain with existing providers.

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