Case studies

B2B Commercial Platform

A custom commercial platform for offer generation, pricing files, customer data, Excel/PDF workflows, sales data synchronization and business process automation.

Manufacturing / B2B commercial operations

Challenge

The commercial team managed pricing rules, customer-specific files and offer documents through spreadsheets and manual PDF workflows. This created version conflicts, repetitive work and a higher risk of pricing errors.

Solution

PentaFrame designed a structured web platform to centralize customers, product data, pricing logic and document generation. The system supports Excel import/export, PDF offer workflows and integration-ready data synchronization.

Result

The workflow became more controlled and repeatable. Commercial data moved from scattered files into a platform that supports offer generation, reporting and future ERP/CRM synchronization.

Systems involved

  • Customer and account data
  • Pricing files and rules
  • Excel import/export
  • PDF generation
  • Sales reporting
  • Data synchronization