Self-Service Portal
Give your customers a branded portal to configure products and request quotes themselves.
SSP is a customer-facing portal that exposes your product configurators to end customers. They can browse available products, configure options, get instant quotes, and submit purchase requests - all on a white-labelled portal running on your own domain. Your sales team focuses on closing, not data entry.
Key capabilities
Everything SSP adds to your Kabaido CPQ platform.
Customer-facing portal
A branded portal where customers browse your product configurators, configure products step by step, and generate instant quotes - all without waiting for your sales team.
Public share links
Manage public links like app.kabaido.com/{id} where configurator templates can be used by anyone to configure products, build a quote list, and export as a purchase order with prices and customer info.
Domain integration
Run the portal on your own domain - quote.yourcompany.com. SSL certificates are provisioned automatically, and the portal integrates seamlessly with your existing website.
White-label branding
Full branding control: your logo, colours, fonts, and messaging. Customers see your brand throughout the entire quoting journey - from landing page to quote delivery.
RFQ submission (with IQA)
Another variation of the public link lets customers submit RFQ text or documents. It presents matching options just like the platform RFQ processor - but only available if IQA is also active.
Privacy controls
You control exactly what customers see. The portal shows configured specifications and final pricing - never your internal margins, cost structure, or supplier information.
How the portal works
Customers configure, quote, and purchase - on your domain, with your branding.
Browse
Customer visits your portal and browses available product configurators
Configure
Selects a product family and configures requirements step by step
Quote
Gets instant pricing or submits an RFQ that your team reviews
Purchase
Exports as purchase order with prices and customer information
Deep dive
Customer experience flow
Customers land on a branded portal, browse available product configurators, select a product family, and configure their specific requirements step by step. Depending on your settings, they receive an instant quote or submit a request-for-quote that your team reviews. The experience mirrors your internal CPQ but with customer-appropriate controls and visibility - no internal cost data, no margin details, just specs and pricing.
White-label options
Full branding control: your logo, colours, fonts, and messaging. The portal looks like your own product, not a third-party tool. Customers see your brand throughout the entire quoting journey - from landing page to quote delivery. Customise the header, footer, product descriptions, and confirmation emails to match your existing website and brand guidelines.
Domain integration
Run the portal on your own domain - for example, quote.yourcompany.com. SSL certificates are provisioned automatically, DNS configuration is straightforward, and the portal integrates seamlessly with your existing website. Customers never leave your digital presence. Link directly from your product pages to specific configurators for a frictionless buying experience.
Frequently asked questions
Other platform modules
Get started with Self-Service Portal
Talk to us about adding SSP to your Kabaido CPQ platform. We'll walk you through the setup and show you how it fits your workflow.