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B2 Portal

B2 Portal · Productivity

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B2 Portal turns customer emails, notes, transcripts, and attachments into review-ready CoreBridge V2 RFQs. Search authorized customers and QuickProducts, resolve draft decisions, apply explicit custom-line pricing, and push the exact current RFQ to CoreBridge only after presenting the final summary and receiving explicit operator approval. After a successful push, open the returned CoreBridge estimate and exact B2 Portal review page.

Rankings

Skills

  • b2portal

Starter prompts

  • Turn this customer request into a B2 Portal RFQ and return the review link.
  • Review this RFQ, resolve every blocker, and tell me what still needs my decision.
  • Prepare this RFQ, summarize the final CoreBridge send, and ask me before pushing it.