> **AI context:** For a structured overview of Express B2B, read [/llms.txt](/llms.txt). For complete product documentation, read [/llms-full.txt](/llms-full.txt). Free Resources for B2B Distributors — Express B2B What is manual order intake costing your team annually? [ Find out free ](/b2b-ordering-cost-calculator) [![Express B2B](/brand/lockup-light.svg)](/) [Features](/features) [Use cases](/use-cases) [Pricing](/pricing) [Who it's for](/industries) [Case studies](/case-studies) [Developers](/developers) [Sign in](/admin) [ Book a demo ](/#demo) Discover [Features](/features) [Who it's for](/industries) [Use cases](/use-cases) [Pricing](/pricing) Evaluate [ Cost calculator Free ](/b2b-ordering-cost-calculator) [ Free resources Free ](/resources) [Case studies](/case-studies) [Developers](/developers) Get started [ Live group demo Every Tuesday ](/live-demo) [Contact us](/#contact) [Sign in](/admin) Free resources Tools to help you modernize B2B ordering =========================================== Express B2B offers three free resources for distributors: a B2B Customer Account Setup Template (Excel spreadsheet), a Buyer Adoption Playbook (PDF guide), and a Vendor Comparison Matrix. All are available without purchase and are useful independent of any platform decision. Free templates and guides built for B2B distributors — useful today, regardless of what platform you're on. Excel template B2B Customer Account Setup Template ----------------------------------- A structured spreadsheet to document every customer account before you configure a B2B portal — or just to get your data in order. What's inside - Customer accounts — billing contacts, payment terms, credit limits - Ship-to locations — addresses, receiving contacts, delivery notes - Price lists — negotiated rates, effective dates, assigned accounts - Data validation dropdowns — no free-text errors Your name (optional) Work email (required) Please enter a valid work email. Get free download Free. No spam. Download link sent to your inbox. Check your inbox — download link is on its way. [ Download now ](#) PDF guide · 8 pages The B2B Portal Adoption Playbook -------------------------------- How to get your customers to actually use a self-service ordering portal — from pre-launch prep to handling the buyer who insists on calling. What's inside - The 3 mistakes that kill portal adoption - Phase 1–3 rollout plan with a pre-launch checklist - Invitation email template (copy and send) - Word-for-word responses to the 5 most common objections - 30/60/90-day adoption milestones and metrics Your name (optional) Work email (required) Please enter a valid work email. Get free download Free. No spam. Download link sent to your inbox. Check your inbox — download link is on its way. [ Download now ](#) Excel template B2B Portal Vendor Comparison Matrix ----------------------------------- 50+ evaluation criteria pre-filled for Express B2B. Add your other vendors and score each one. Built for sharing with your team. What's inside - 6 evaluation categories — catalog, ordering, accounts, technical, commercial, support - Express B2B pre-filled so you're not starting from scratch - Blank columns for up to 3 competitors + your current process - Scoring guide — ✓ included, – not available, Partial Your name (optional) Work email (required) Please enter a valid work email. Get free download Free. No spam. Download link sent to your inbox. Check your inbox — download link is on its way. [ Download now ](#) PDF guide · 5 templates New Customer Welcome Email Pack ------------------------------- Five ready-to-send emails for rolling out your ordering portal — from the first invite through the 30-day reorder nudge. Copy, personalize, send. What's inside - Portal launch invite — subject lines and body copy to copy - First-order walkthrough for buyers (step-by-step) - "Haven't ordered yet" 14-day follow-up - First successful order confirmation with reorder instructions - 30-day check-in to reinforce the habit Your name (optional) Work email (required) Please enter a valid work email. Get free download Free. No spam. Download link sent to your inbox. Check your inbox — download link is on its way. [ Download now ](#) PDF template · fillable Order Approval Policy Template ------------------------------ A ready-to-fill doc for defining approval thresholds, who approves what, and what happens when your approver is unavailable — before you configure your workflow. What's inside - Approval threshold table by dollar amount and account type - Approver hierarchy and role assignments - Escalation procedure for when the approver is unavailable - Emergency and override scenarios - Completed example for a 3-location distributor Your name (optional) Work email (required) Please enter a valid work email. Get free download Free. No spam. Download link sent to your inbox. Check your inbox — download link is on its way. [ Download now ](#) PDF checklist Catalog & Pricing Readiness Checklist ----------------------------------------- A yes/no audit to run before you configure a B2B portal. Most delayed launches trace back to gaps this checklist catches before they become blockers. What's inside - Product data completeness audit (28 criteria) - Per-customer pricing and price list documentation check - Ship-to location and receiving contact verification - User access and permissions mapping - "Fix before launch" issue log to track gaps Your name (optional) Work email (required) Please enter a valid work email. Get free download Free. No spam. Download link sent to your inbox. Check your inbox — download link is on its way. [ Download now ](#) Also useful [ B2B Ordering Cost Calculator See what manual order processing is costing your team annually ](/b2b-ordering-cost-calculator) [ Platform features Deep walkthrough of every feature in Express B2B ](/features) [ Live product walkthrough Join a live demo — Tuesdays at 1 PM Central, free to attend ](/live-demo) Also see Templates explain the process. Case studies show the results. See how real distributors and publishers made the switch — specific problems, specific numbers, honest implementation timelines. [ Browse case studies ](/case-studies) Ready to see the platform? -------------------------- Book a 30-minute walkthrough tailored to your catalog structure, customer accounts, and ordering workflow. [ Book a demo ](/#demo) [ Explore features ](/features) Express B2B · Book a Demo Step 1 of 3 About you Let's start with you -------------------- We'll use this to personalise the demo and come prepared. Full name \* Work email \* Company \* Your role Select… Owner / Founder VP or Director Operations Manager Sales Manager Technical / IT Other Continue Please fill in your name, email, and company to continue. About your business ------------------- Helps us understand your setup before the call. Industry Select your industry… Educational Supply & Publishing Industrial Components & Manufacturing Food & Beverage Distribution Safety, Facilities & Janitorial Supply Medical & Dental Consumables Office & Print Supply Chemicals & Cleaning Supply Subscription Fulfillment (schools / institutions) Promotional & Branded Products Agriculture & Farm Supply Other distribution / wholesale Annual B2B order volume Select a range… Under $500K $500K – $2M $2M – $10M $10M – $50M $50M+ How do customers currently place orders? Select the main method… Phone or email Spreadsheets or shared forms Existing e-commerce site ERP customer portal Mix of methods Back Continue Your ordering setup ------------------- A few quick questions about your current workflow. How many customer accounts do you manage? Select a range… 1 – 10 11 – 50 51 – 200 200+ Do your buyers ship to multiple locations? Yes No — single location What's your biggest challenge with the current ordering process? Back Pick a time → Thanks, there! -------------- We've got everything we need. Pick a time below — we'll come prepared with your answers so you get a demo built around your business. Scheduling widget Replace with your Calendly or Cal.com embed Prefer to see it first? [Join a free group walkthrough every Tuesday →](/live-demo) Express B2B · Contact Us Get in touch ------------ We read every message and reply within one business day. First name \* Last name \* Work email \* Company Company website Phone Your role Select… Owner / Founder VP or Director Operations Manager Sales Manager Technical / IT Other What's this about? Select… Pricing question Request a demo Partnership or integration Technical question General question Other Message \* How did you find us? Select… Google search LinkedIn Word of mouth / referral Industry event or conference Online ad Other Please fill in your first name, last name, email, and message. Send message Message sent! ------------- Thanks for reaching out. We'll get back to you at within one business day. Close Express B2B · Fit Check Question 1 of 5 Find out if Express B2B fits your operation ------------------------------------------- 5 questions about your current ordering process. We'll diagnose exactly what's costing you — and whether this platform solves it. - Takes under 2 minutes - Personalised diagnosis at the end - No email required to see results Let's find out Question 1 of 5 How do most of your customers send you orders today? ---------------------------------------------------- Don't overthink it — pick the one that happens most. By phone or email My team transcribes them manually Spreadsheets or shared forms Structured, but still manual to process Through an existing site or platform It works, but it wasn't built for B2B A mix — every customer does it differently Different methods, constant switching Continue Question 2 of 5 How much of your team's week goes into manually processing orders? ------------------------------------------------------------------ Think about data entry, confirmations, corrections, and follow-up emails. Less than an hour a week We're pretty automated already A few hours — it adds up Noticeable, but we manage Half a day or more each week It's a real drain on the team It's basically someone's full-time job A whole role dedicated to order intake Back Continue Question 3 of 5 How confident are you that every order goes out at the right negotiated price? ------------------------------------------------------------------------------ Each customer may have different rates. How is that tracked today? Very confident — we have a reliable system Pricing is centralised and accurate Mostly — but we manually double-check Some process, but still human verification We catch errors — sometimes after they ship Wrong prices reach customers occasionally Not very — it's a real risk for us Pricing errors happen and we don't always catch them Back Continue Question 4 of 5 When a customer ships to multiple locations, how does that work today? ---------------------------------------------------------------------- Select all that apply to your customers. Each location orders separately No central oversight — each site is its own account One person manages all locations Lots of back-and-forth, easy to get something wrong It's messy — errors happen regularly Wrong addresses, wrong items, missed locations Our customers only have one location Not a factor in our business right now All of the above apply Multiple of these are true for different customers Back Continue Question 5 of 5 What would you fix about your ordering process if you could? ------------------------------------------------------------ Select all that apply — most operations have more than one. Stop spending time on manual order entry Eliminate the data entry work entirely Make sure pricing is accurate every time Right rates, automatically, no double-checking Give customers a self-service way to order They shouldn't need to call or email us every time Get real visibility into what's been ordered Status, history, and confirmations without chasing All of the above Every one of these is a problem for us Back See my results Analysing your responses… ------------------------- Identifying what's costing you the most Here's what's costing you most: Chat with AI about your results Express B2B AI Coming soon AI chat is in development — we'll notify you when it launches. Send me my results [ Keep exploring instead ](/features) Where should we send them? -------------------------- We'll email your personalised assessment. A team member will be in touch within one business day. Full name Work email \* Company (optional) Phone (optional) Please enter your work email to continue. Back Send my results Check your inbox. ----------------- Your fit assessment is on its way. A team member will be in touch within one business day. 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