B2B Wholesale Portal with Tiered Pricing, Quotes, and CMS Managed Catalog Pages
A manufacturer needed a B2B portal for wholesale buyers with tiered pricing, quote requests, and account based permissions. We delivered a portal experience with strong access control, fast catalog browsing, and CMS managed product education content that reduced sales friction.
Confidential engagement. NDA available upon request.
48%
Faster Quote Turnaround
32%
Higher Repeat Orders
1.6s
Catalog LCP
10
Weeks to Launch
About the Client
Industry
B2B Commerce
Company Size
80 to 150 employees
Background
A manufacturer selling to distributors and wholesalers. Sales relied on email and spreadsheets, creating delays and pricing errors that impacted revenue and customer trust.
What Needed to Change
Pricing and permissions complexity
Different buyers needed different pricing tiers and catalog visibility rules.
Slow quoting process
Quote requests were handled manually, delaying responses and increasing errors.
Catalog performance issues
Large catalogs required fast filtering and search to support buyer workflows.
Product education scattered
Content lived in PDFs and email threads, limiting self serve purchasing.
The Mission
Build a B2B portal that makes ordering and quoting fast, enforces account based access, and improves buyer experience with structured content.
How We Approached It
01. Requirements and role model
Week 1 to 2- Role based access model definition
- Pricing rules and tier mapping
- Quote workflow design and approvals
- Catalog search and filtering plan
02. Implementation
Week 3 to 8- Portal build with account scoped permissions
- Tiered pricing and quote request workflows
- Fast catalog search with caching
- CMS managed product education templates
03. Launch
Week 9 to 10- Pilot with key accounts
- Order and quote validation
- Sales team training
- Post launch iteration plan
Vulnerabilities Discovered
0
CRITICAL
2
HIGH
2
MEDIUM
0
LOW
Overly broad catalog access defaults
Initial role defaults risked exposing restricted products to unintended buyer groups.
Initial role defaults risked exposing restricted products to unintended buyer groups.
Quote workflow lacked explicit approval states
Manual steps created ambiguity in who approved pricing and when it became final.
Manual steps created ambiguity in who approved pricing and when it became final.
Search performance on large catalogs
Filtering and sorting required optimization and caching to meet buyer expectations.
Filtering and sorting required optimization and caching to meet buyer expectations.
Content was not structured for reuse
Product documentation needed a template driven system to remain consistent and searchable.
Product documentation needed a template driven system to remain consistent and searchable.
How We Fixed It
Account scoped permissions
Implemented buyer level access rules with safe defaults and clear auditability.
Quote workflow automation
Built quote states, approvals, and notifications to reduce delays and errors.
Performance focused catalog
Optimized search and filtering for large catalogs with caching and pagination.
Measurable Outcomes
The portal reduced quoting friction and made wholesale ordering faster and more reliable, improving repeat purchases and customer experience.
48%
Faster Quote Turnaround
32%
Higher Repeat Orders
1.6s
Catalog LCP
25%
Fewer Pricing Errors
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