COMPLETE B2B WORKFLOW

All 12 platform modules connected into one closed loop

From the moment a buyer finds your product on Google, through 3-in-1 document generation and shop floor work orders, to portal approval and Quality Gate dispatch - zero manual retyping.

inventory_201 / ACQUISITION & PARTS VAULT

Parts database, standards and RFQ intake

"Management easily updates parts and CAD files independently, while buyers get instant access to specs."

3 integrated modules

yourcompany.com/admin/products

Admin · Products Database

MODULE 01

Internal product & catalog management (Products)

A centralized control deck for your complete product catalog. Your engineering and commercial staff independently manage parts, SKU numbers, DIN/ISO norms, descriptions, and publishing states (Published / Drafts) without agency fees or developer delays.

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Complete team independence

Add new items or modify technical parameters in minutes; bulk CSV import supported for large catalogs.

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Direct link to sales engine

Every entered part is instantly available to sales reps for fast quotation generation directly from the database.

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For your company:

100% catalog sovereignty without reliance on external marketing agencies and ongoing IT retainers.

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For your EU client:

Foreign buyers and auditors always receive up-to-date nomenclature, exact dimensions, and verified industrial norms.

yourcompany.com/admin/content/media

Media Repository (PDF & STEP)

MODULE 02

Centralized Media Repository & Technical Documentation (Media Assets)

A secure digital vault for all proprietary engineering assets: 2D workshop PDF prints, 3D STEP CAD models, and high-resolution catalog photos. Every asset is organized, tied to product records, and immediately available to the entire team.

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Eliminate lost originals

No more engineering drawings scattered across personal laptops, Google Drives, or USB flash drives- everything lives in one secure vault.

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Instant part association

Sales and process engineers link the active drawing or CAD model to quotes and production travelers with 1 click.

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For your company:

Core IP and technical drawings remain permanent assets of the factory, eliminating hours wasted searching for originals.

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For your EU client:

Buyers always receive verified, pristine technical drawings and the latest active CAD revision.

yourcompany.com/admin/submissions

RFQ Intake & S3 Vault

MODULE 03

Centralized RFQ Intake with Large File Attachments (50 MB+)

Buyers attach engineering drawings and 3D models (.step, .dwg, .dxf, .pdf) of 50 MB+ directly with their inquiry into secure S3 vault. Zero email attachment limits, expired WeTransfer links, or rejected files.

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Permanent inquiry archive

Every request is logged with exact timestamp, company records, and attached drawings.

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1-click quote conversion

Sales reps convert received drawings into open CRM deals with a single click.

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For your company:

All drawings and requests are unified in one secure vault, accessible to both sales and engineering.

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For your EU client:

Effortless upload of large engineering assemblies without email server size limits.

STEP 01 / 04 · Parts Vault & Catalog

bolt02 / QUOTE BUILDER & DEALS CRM

Quote generator and engineering CRM

"Standardized quotation from product database and visual pipeline management by stage."

3 integrated modules

yourcompany.com/admin/customers/companies/siemens-mobility

Client Database & Records

MODULE 04

Engineering CRM & Account Records (Companies)

A centralized electronic record of every international client: cumulative Lifetime Revenue, active opportunities, key procurement engineers (Decision Makers), and an activity timeline logging technical consultations and contract milestones.

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Turnover resilience & IP retention

Accounts, agreements, and margins remain locked in factory ownership- rep departure never loses key contacts or pricing history.

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Chronological Activity Timeline

Every engineering call, submitted drawing, and standard revision (e.g., EN 50322) is permanently documented with technical notes.

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For your company:

100% operational continuity and institutional factory memory; newly onboarded reps grasp the account on day one.

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For your EU client:

Partnership with a stable vendor that maintains instant recall of past orders and technical requirements.

yourcompany.com/admin/deals/vossloh-ag-1

Deal Workspace (Deals)

MODULE 05

Internal Deal Workspace & Engineering Handoff (Deals)

The primary operational workstation where engineering meets sales: pipeline milestones (Inquiry → Tech Review → Commercial → Production → Delivered), internal cost estimations (Engineering Handoff), and attached CAD files.

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Engineering Handoff costing

Process engineers post machining estimates and raw material costs directly on the deal before sales drafts the customer quote.

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Hot Lead buyer intent (Score 144)

Real-time visibility into customer buying heat and previously evaluated catalog parts before issuing calculations.

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For your company:

Total margin governance and zero friction between engineering and sales over manufacturing feasibility and lead times.

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For your EU client:

Rigorous, technically validated proposals aligned with verified factory machining capacity and industrial norms.

yourcompany.com/admin/deals/vossloh-ag-1#commercial

3-in-1 Engine & Timeline

MODULE 06

3-in-1 Document Engine, Incoterms & Collaborative Chat

Sales prepares calculations selecting parts from inventory with B2B discount tiers, currencies, and delivery terms (e.g. Net 30 DDP). The same entry outputs official customer PDFs, hidden-price machine travelers, and invoices, accompanied by a side panel with live client chat and internal notes.

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3-in-1 document automation

The same data generates customer quotation PDFs, shop-floor travelers with hidden prices, and invoices without retyping.

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Drawing-linked chat & Privacy Wall

Direct engineering chat regarding standards (EN 50467) alongside an internal tab for team consultations invisible to the buyer.

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For your company:

Saves ~300 hours annually in administrative overhead while strictly locking confidential margins from the workshop floor.

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For your EU client:

Standardized quotes on corporate letterhead reflecting DIN/EN specs, bank wiring instructions, and DDP delivery terms.

STEP 02 / 04 · Quote Builder & Deals CRM

forum03 / CLIENT PORTAL & ACTION CENTER

Client portal and operational action center

"Centralized intake of engineering drawings, intent signals, and daily executive action queues."

3 integrated modules

yourcompany.com/portal/quote/stadler-rail

Live Client Portal

MODULE 07

Client collaborative workspace & 1-click digital sign-off

Buyers access an encrypted Magic Link on desktop or mobile with zero account setup. They review items, inspect drawings, ask engineering questions, and approve quotes in 1 click (Accept).

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Single source of truth & internal collaboration

Drawings, proposals, and chat reside in one place; internal teams consult behind a private wall without external chatter.

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1-Click digital sign-off (Accept)

Buyers approve proposals on mobile in seconds; accepted contracts lock automatically and dispatch work orders to the shop floor.

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For your company:

Saves ~400 hours annually across emails while formalizing orders instantly for production launch.

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For your EU client:

Instant passwordless 1-click access, direct engineer contact, and compliant sign-off from any device.

yourcompany.com/admin/telemetry

Call Alert Trigger

MODULE 08

Commercial Intent radar & real-time buyer telemetry

The system registers when a buyer opens your quote, how long they examine drawings, and how frequently they return - alerting sales at the peak moment for follow-up.

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Real-time engagement signal

Immediate notification when executive leadership is actively reviewing your contract.

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Granular inspection insights

Understand exactly which parts or terms the buyer scrutinized before placing your call.

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For your company:

Sales reps call precisely when the buyer is engaged, dramatically boosting close rates.

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For your EU client:

Prompt, proactive technical support and answers when purchase decisions are being made.

yourcompany.com/admin/dashboard#action-center

Operational Action Center

MODULE 09

Operational Action Center & Team Workload Balancing

A centralized operational desk filtering deals requiring immediate attention: due soon tasks (Due soon), technical engineering reviews (In review), and dormant proposals (Dormant).

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Immediate operational triggers

Instantly surface critical tasks: stock verification, packaging seals, technical reviews, and stalled deal reactivation.

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Team Workload & Priority inquiries

Real-time visibility into active assignments and capacity per engineer and sales rep, with 1-click unassigned claim.

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For your company:

Eliminates dropped inquiries, balances engineering workload, and enforces average response times under company SLA.

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For your EU client:

Zero bottlenecks or forgotten inquiries- buyers receive timely, high-precision engineering responses.

STEP 03 / 04 · Portal & Action Center

shield04 / SHOP FLOOR, CONTROL & ERP

Shop floor execution, control and ERP sync

"Complete executive overview in 30 seconds with 100% data ownership and clean shop-floor execution."

3 integrated modules

yourcompany.com/admin/production/faiveley-transport

Shop Floor · 4 Stages

MODULE 10

Shop floor work orders & manufacturing lifecycle

Approved quotes immediately create shop-floor traveler orders across 4 stages: Engineering & Preparation, Active Manufacturing, QC, and Dispatch.

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Operator assignment (+ Assign)

Production managers assign tasks directly to CNC machinists with explicit work steps.

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Clear Make / Stock triage

Operators see fabricated units (Make x 40) versus inventory hardware (Stock x 80) without commercial pricing.

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For your company:

Protects proprietary commercial margins and drastically cuts costly shop-floor scrap.

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For your EU client:

Meticulous work orders ensuring parts are fabricated strictly according to the latest approved print.

yourcompany.com/portal/passport/faiveley

Quality Gate & Mill Certs

MODULE 11

Quality Gate & Digital Product Passport (EN 10204 3.1)

An integrated Quality Gate strictly blocks order dispatch until QC engineers attach mandatory documentation: EN 10204 3.1 mill test certificates, steel heat numbers, and dimensional inspection sheets linked to a verification QR code.

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Zero dispatch without verified certs

Parts cannot enter dispatch status until quality control signs off on chemical composition, mechanical properties, and dimensional tolerances.

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Digital Product Passport on pallets (QR)

Inbound receiving inspectors at EU plants scan the pallet QR code and download certified 3.1 test reports within 60 seconds.

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For your company:

Zero holding penalties or stopped trucks at EU receiving docks- goods always ship with complete, verified documentation.

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For your EU client:

Frictionless inbound technical inspection at EU facilities with zero misplaced binders or missing test records.

yourcompany.com/admin/analytics

Loss Intelligence & P&L

MODULE 12

Executive Financial Analytics & Loss Intelligence

Executive leadership accesses real-time monthly/annual P&L, realized margins, and Loss Intelligence- auditing the exact reasons bids are lost (pricing, lead times, capacity) with exact financial impact in euros (€).

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Loss Intelligence (Lost revenue audit)

Audits why proposals failed and calculates the exact euro amount lost to uncompetitive delivery lead times or pricing.

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Zero ERP disruption

Clean integration with ERP suites (Pantheon, SAP, Minimax)- accounting works undisturbed in its ledger while operations run in Atonizer.

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For your company:

High-conviction capex decisions regarding shifts and tooling backed by exact metrics, with full margin visibility per part.

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For your EU client:

A reliable, predictable manufacturing partner with verified machine capacity and guaranteed delivery timelines.

STEP 04 / 04 · Shop Floor, Control & ERP

Schedule 15-Min Live Democalendar_month

All 12 platform modules connected into one closed loop

Parts database, standards and RFQ intake

Internal product & catalog management (Products)

Complete team independence

Direct link to sales engine

Centralized Media Repository & Technical Documentation (Media Assets)

Eliminate lost originals

Instant part association

Centralized RFQ Intake with Large File Attachments (50 MB+)

Permanent inquiry archive

1-click quote conversion

Quote generator and engineering CRM

Engineering CRM & Account Records (Companies)

Turnover resilience & IP retention

Chronological Activity Timeline

Internal Deal Workspace & Engineering Handoff (Deals)

Engineering Handoff costing

Hot Lead buyer intent (Score 144)

3-in-1 Document Engine, Incoterms & Collaborative Chat

3-in-1 document automation

Drawing-linked chat & Privacy Wall

Client portal and operational action center

Client collaborative workspace & 1-click digital sign-off

Single source of truth & internal collaboration

1-Click digital sign-off (Accept)

Commercial Intent radar & real-time buyer telemetry

Real-time engagement signal

Granular inspection insights

Operational Action Center & Team Workload Balancing

Immediate operational triggers

Team Workload & Priority inquiries

Shop floor execution, control and ERP sync

Shop floor work orders & manufacturing lifecycle

Operator assignment (+ Assign)

Clear Make / Stock triage

Quality Gate & Digital Product Passport (EN 10204 3.1)

Zero dispatch without verified certs

Digital Product Passport on pallets (QR)

Executive Financial Analytics & Loss Intelligence

Loss Intelligence (Lost revenue audit)

Zero ERP disruption

Test with yourdrawing