Logic is a complete easy to use Procure-To-Pay platform that provides easy customer conversion through a familiar e-commerce style checkout process, contract term and signing management as well as automated Service Delivery through 3rd-parties like Pax8.
Using our quote building tools, you can ensure that all products and services are quoted properly with nothing missed. Once a customer agrees to the quote, they are presented with a checkout page and their account is created. Once signed, an order is placed within Logic and can be optionally fulfilled via third party vendors such as Pax8.
Track leads, customer communication, site survey images and suspend till a future date if customer already in a contract or not ready to move forward.Learn about Lead Management
Quickly create quotes, assign contracts and instantly see profit margins based on expenses of your goods and services. Ensure that you are profitable before selling a new deal.More on Creating Quotes
Track customer orders, provisioning, and status on hardware shipments, Logic keeps your customers updated automatically within your customer portal.Learn about Order Fulfillment
Build your own Terms of Services that you can assign products and services to. Customers will be required to accept the TOS for each of the different classes of products you are providing when checking out.Creating Terms of Service
Build templates to gather information from your customer to help custom tailor a quote to their specific needs. Questions can be answered by both the sales agent and/or the customer from their dashboard.Create Discovery Templates
Provide your customers with a complete self-service experience, finding products and services, adding to their cart, and checking out completely unassisted. Provide quotes with discount pricing in a similar fashion as well.Ecommerce Overview
With your own ecommerce platform, you can give your customers training material, product comparisons, and allow them to order additional services whenever they desire; without leaving your site.
Show different pricing for customers based on if they don't have an account, special pricing from a pre-built quote or discount pricing for specific customers. Show the savings based on contract terms and more.
Allow your existing customers to add additional services, create orders and pay invoices with or without your assistance. Logic allows you to service customers in whichever way they prefer.
Check out features included with each of our licenses.
Sync all your quotes and invoices and payments to QuickBooks online and let QuickBooks handle all your accounting; additional accounting integrations coming soon.
Automatically create tickets from orders created, quotes, and more. You can enable/disable ticket support for each email template provided. More support integrations coming soon.
Be notified when a customer updates a credit card, accepts a quote or creates a new order on their account. More chat integrations coming soon.
Import products and services from vendors like Pax8 into your product catalog, and provision them automatically through Logic's ordering process.
Provide your GA-4 tracking key to begin tracking visitor data to your site. See which products and services are the most popular!
Instantly add tawk.to visitor chat services into your ecommerce shop. Once you have signed up for this free service, simply enter the embed token into Logic Settings and have a fully-featured chat application to communicate about products and services you provide.
Years in Business
Here are a few questions we are asked on a regular basis that should help you understand the process and how to get started.
Due to the addition of private modules and expandability, we have decided to close source future versions of Logic. In order to provide all the AI features, Merchant, and finance integrations we were unable to maintain the community edition.
We provide an import feature where you can upload a CSV file (headers provided) and import your customers as quickly as possible. A product and service import is also provided to get your catalog up to date quickly.
It takes about 90 seconds to import a product or service into your catalog, especially if you have your descriptions defined. If you need help getting your catalog imported we can help. Contact us for more info. It takes about 15 minutes to configure your branding and upload your logo(s) for invoice and quote branding.
We are in Alpharetta, GA, located off GA 400 Exit 12 (McFarland Parkway), just down Bluegrass Valley Parkway. Come by and take a tour of our datacenter and see if we can help you get your business to the next level!
Product and Service inventory is unlimited. You can provide as much or as little detail when marketing your services in the ecommerce shop. You only pay for your license, which is restricts the number of accounts you can provision. Each license allows for unlimited leads and quotes.
There are three ways to advertise pricing. MSRP pricing entered is shown to users browsing your site. Base pricing is configured and shown to active customers; which in many cases is lower than your advertised MSRP. Custom pricing for specific accounts can be set that are shown to that customer when they are logged in.