Order Proposals for B2B Sales Agents | TRIMIT E-commerce

Order Proposals from Sales Agents to B2B Customers in Business Central

A furniture sales agent preparing an order proposal for a retailer in the TRIMIT Sales Agent portal.

Part of the TRIMIT E-commerce Series

Built for companies using Microsoft Dynamics 365 Business Central whose sales agents agree on products, quantities, and assortments with customers before an order is placed.

Order proposals in TRIMIT E-commerce let sales agents share a prepared order with a customer for review before it is confirmed.

The sales agent builds the basket in the Sales Agent portal and either copies a shareable link or sends the proposal directly by email.

When the customer opens the link, the proposed order is shown in the B2B portal with all products, quantities, and order details, exactly as discussed.

Customer and sales agent then agree on any changes before the order is finalized, without spreadsheets, screenshots, or long email threads.

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How It Works

Build the proposal as a basket
The sales agent adds products and quantities to a basket in the Sales Agent portal, just like a regular order.
Share by link or email
From the order summary, copy a shareable proposal link or send the proposal to the customer by email in one click.
Customer reviews in the B2B portal
The link opens the proposed order in the B2B portal, where the customer sees the selected products, quantities, and order details.
Agree on changes
Customer and sales agent discuss adjustments through their preferred channel, such as email or phone, before the order is finalized.
One shared version
Everyone works from the same proposed order, so there is no doubt about what was agreed.

Order Proposals or Spreadsheets?

In consultative B2B sales, the order is often shaped together with the customer before it is placed. Traditionally, that happens through spreadsheets, screenshots, and long email descriptions of what was discussed.

Every version risks errors: a wrong quantity, a missing variant, an outdated item number. The customer has to read and interpret, and the sales agent has to retype the agreed order afterwards.

An order proposal replaces all of that with one structured order the customer can open and review in the B2B portal.

Order proposals are a good fit when you need to:

Suggest assortments or reorders to customers before they commit
Follow up on a showroom visit, trade fair, or customer meeting
Present products and quantities in a clear, professional format
Avoid retyping orders from spreadsheets or emails
Reduce misunderstandings about what was agreed

Good to know:

The customer reviews the proposal in the TRIMIT B2B portal
Changes are agreed with the sales agent before the order is finalized

Why It Matters

Many B2B orders start as a conversation. A furniture sales agent walks a retailer through a showroom and suggests which pieces, finishes, and quantities to take for the next season. A fashion sales agent proposes a reorder based on what sold well.
After the meeting, that conversation has to become an order. When it is sent as a spreadsheet or an email, details get lost, the customer hesitates, and the order is delayed.
The longer it takes from conversation to confirmed order, the greater the risk that the customer changes their mind or orders elsewhere.
Order proposals close that gap by turning the conversation into a structured order the customer can review in the B2B portal right away, while the meeting is still fresh.

See It in Action

After a showroom visit, a sales agent adds the agreed dining tables, chairs, and sideboards to a basket for the retailer and sends the proposal by email. The retailer opens the link, reviews products and quantities in the B2B portal, and calls the sales agent to adjust one quantity before the order is confirmed.
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What is an order proposal in TRIMIT E-commerce?

An order proposal is a prepared order that a sales agent shares with a B2B customer for review before it is confirmed. It is created in the TRIMIT Sales Agent portal and opened by the customer in the B2B portal, connected to Microsoft Dynamics 365 Business Central.

How do sales agents share an order proposal?

From the order summary, the sales agent can copy a shareable link to the proposal or send it directly to the customer by email.

What does the B2B customer see when opening an order proposal?

The customer opens the proposed order in the B2B portal and sees the selected products, quantities, and order details.

How does the customer give feedback on an order proposal?

The customer reviews the proposal and shares feedback with the sales agent through their preferred channel, such as email or phone. The sales agent stays in control of the final order and makes the agreed adjustments before it is confirmed.

When are order proposals most useful?

Order proposals are most useful in consultative sales, where products, quantities, or assortments are discussed before the order is placed, for example after a showroom visit, a trade fair, or a customer meeting.

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