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// DEALER PORTAL + CPQ FOR MADE-TO-ORDER MANUFACTURERS

Your dealers order it. Your shop builds it. Nobody re-keys it.

A branded dealer portal where dealers configure and price your products themselves, and can't submit anything you can't build. Every order becomes a build-ready work order, a scheduled delivery, and an invoice, in one system.

A manufacturing plant where dealer orders arrive automatically, route across the shop floor by product option, pull inventory, post to accounting, ship by delivery route or pick up, and return to happy dealers. WORK ORDERS · LIVESHADESMILLWORKACCESSORY KITSCUTSEWASSEMBLEQCWIDE CUTSAWEDGE BANDFINISHASSEMBLEPACK01 ORDERS INAUTO-RELEASED FROM CPQCUTWO-4821 · OP 10WIDE CUTWIDTH > 144″ ROUTES HEREINVENTORYRESERVED → ISSUEDLOW STOCKREORDER → PO-3321RECEIVINGPO-3321 · VENDORACCOUNTINGACH $1,247 → INV-1847 · QB ⟳FREIGHTROUTE 3 · TUEPARCEL · TRACKING #WILL CALLPICK UP · READYDEALER PORTALORDERING 24/7ROUTING RULES▸ width > 144″→ WIDE CUT· motorized→ + INSTALL DRIVE· cover: vinyl→ WELD, NOT SEW· accessory kit→ PICK → PACKSHIPPING RULES▸ ship method: Pick Up→ WILL CALL· dealer: Coastal Blinds→ ROUTE 3 · TUE· ZIP 78745→ ROUTE 5 · THU· ship method: Shipping→ CARRIER + TRACKINGFound my price ✓Delivered on time ✓Love the new shades!Ready when I got here
Routing rules
width > 144″ → WIDE CUT
motorized → + INSTALL DRIVE
cover: vinyl → WELD, NOT SEW
accessory kit → PICK → PACK
Shipping rules
ship method: Pick Up → WILL CALL
dealer: Coastal Blinds → ROUTE 3 · TUE
ZIP 78745 → ROUTE 5 · THU
ship method: Shipping → CARRIER + TRACKING
001 // SOUND FAMILIAR

One dealer order. Four different headaches.

Phone orders, spreadsheet pricing, and re-keyed work orders don't just slow one person down. The same order causes a different problem at every desk it touches.

OWNER / PRESIDENT

“Every new dealer means another CSR.”

Every new dealer adds calls, re-keying, and follow-up. Pricing lives in one person's head, and so does a big part of the business.

WITH PAINLESS

Add dealers without adding desks.

Dealers configure, price, and order on their own. Pricing lives in the system, not in someone's inbox.

OPS / PLANT MANAGER

“We found the wrong spec at QC. Again.”

Someone re-keys the order, a detail gets missed, and the shop builds it anyway. You find out at QC, or when the dealer calls about a remake.

WITH PAINLESS

Orders reach the floor build-ready.

Orders are validated as the dealer enters them. Work orders are created with the BOM, routing, and instructions already on them, and tablets walk each station through the job.

SALES MANAGER / CSR

“Every quote is a phone call.”

Dealers wait on a price while your team checks the sheet, the discount, and the freight. Then they call back to ask where the order is.

WITH PAINLESS

Dealers price it themselves, 24/7.

They see their own price live while they configure. Status and ship dates are in the portal, so they check instead of call.

CONTROLLER / BOOKKEEPER

“Invoices go out late. Deposits live in my spreadsheet.”

Invoices get typed after the truck leaves, deposits are tracked by hand, and everything is keyed twice: once for the order, again in QuickBooks.

WITH PAINLESS

Invoices come straight from the order.

Deposits follow the dealer's payment terms, reminders go out on their own, and the invoice posts to the ledger the moment it's issued.

002 // SEE IT WORK

This is what your dealers see.

A working configurator on the same engine your products would run on. Change the size, pick options, and try to order something that can't be built.

  1. 01 // TRY IT

    Enter a width over 40 feet.

    The rule fires at the field and tells the dealer how to fix it. Orders that can't be built never reach your desk.

  2. 02 // TRY IT

    Change the projection or mounting.

    The dealer's own price updates on every change: their grid, their discount. No "let me get back to you."

  3. 03 // TRY IT

    Add it to the order.

    The unit lands on the quote. The same definition that priced it writes the BOM and routing for the shop.

Northstar Shade Coastal Blinds
MO
Add Unit

Retractable Lateral-Arm Awning

Quote

1847

Configuration

Work through each section. Your price updates automatically.

Dimensions

Feet
Inches
Fraction
Arms: 2 · priced at the next grid width
Projection

Frame & Mounting

Mounting
Frame color | White

Operation

Operation

Fabric & Valance

Fabric
Valance
Under-bar LED strip · +$22 per ft of width
LED light kit

Unit summary

Unit price $3,044.80

Pricing is up to date.

List price
$3,460.00
Dealer discount · 12%
−$415.20
Your price
$3,044.80

Selected options

Dimensions

Width
16′-4″
Projection
10′-6″

Frame & Mounting

Mounting
Wall
Frame color
White

Operation

Operation
Manual crank

Fabric & Valance

Fabric
Sunbrella acrylic
Valance
Straight
LED light kit
No

Illustrative product, dealer, and prices. Yours are modeled during onboarding.

003 // ONE ORDER, START TO FINISH

Follow one order from quote to paid.

Click through one order's life. At every stage, see what Painless did on its own: the work orders, the shipment, the invoice, and the journal entries behind them. Nobody retypes a thing.

STEP 01 / 08 // QUOTE

The dealer built this quote themselves.

Coastal Blinds configured three awnings in the portal. Each one was priced from your grid while they worked.

DONE AUTOMATICALLY
  • 3 units priced from your price grid
  • $200.00 delivery added by a pricing rule
  • $514.80 sales tax calculated
Northstar Shade
DW
Sales Order

1847

PO Number

CB-2291

Dealer

Coastal Blinds

so_01k9x7c2m4q8vr3t5n
  1. Sep 14, 2026 Maya Ortiz
1
View Details Retractable Awning

Price

$2,180.00

Add tag
Dimensions
Width 16' 0"
Projection 10' 0"
Fabric
Fabric Acrylic canvas · Graphite
Valance Scalloped, 8"
Operation
Operation Motorized
Motor Side Left
Frame & Mounting
Mount Wall
Frame Color Bronze
2
View Details Retractable Awning

Price

$1,980.00

Add tag
Dimensions
Width 14' 0"
Projection 10' 0"
Fabric
Fabric Acrylic canvas · Graphite
Valance Straight, 6"
Operation
Operation Motorized
Motor Side Right
Frame & Mounting
Mount Wall
Frame Color Bronze
3
View Details Retractable Awning

Price

$1,880.00

Add tag
Dimensions
Width 12' 0"
Projection 8' 0"
Fabric
Fabric Acrylic canvas · Graphite
Valance Straight, 6"
Operation
Operation Motorized
Motor Side Left
Frame & Mounting
Mount Wall
Frame Color White

Details

PO Number
CB-2291
Dealer
Coastal Blinds
Status
Quoted
Payment Term
50% Prepay, Net 15
Quote valid until
Oct 14, 2026
Warehouse
Main Plant
Est. Ship
Oct 06, 2026

Financial Summary

Subtotal (3 units) $6,040.00
Delivery $200.00
Estimated tax $514.80
Grand Total $6,754.80
Payments $0.00
Remaining Balance $6,754.80
Prepayment Remaining $3,377.40

Shipping

Method
Delivery
Type
Residential
Est. Distance
58 mi
Route
North Coast
Ship To

J. Alvarez

2140 Harbor View Dr

Port Orange, FL 32127

(386) 555-0142

FURTHER READING The re-keying tax: six operating principles for configurable manufacturers

004 // THE PLATFORM

From the dealer's order to the deposit in your bank.

Sell, make, deliver, and get paid, all on one order record. Start with selling, shipping, and getting paid. Add production and inventory when your shop is ready, and full accounting when it launches in late 2026.

01 SELL

Dealers configure, price, and order on their own.

02 MAKE EVERYTHING PLAN

The floor gets build-ready work. Purchasing sees what's short.

FROM ONE DEALER ORDER · SO 1847

3 WORK ORDERS
18 STATION STEPS
$2,184.60 MATERIALS
03 DELIVER & GET PAID

It ships on its route day, invoices itself, and lands in the ledger.

Accounting for Finance
ONE ORDER RECORD

One dealer order becomes all of these.

Every document links back to SO 1847. Nobody re-keys a thing along the way.

  1. SALES ORDER SO 1847 Configured and priced by the dealer
  2. WORK ORDERS 1847-1–3 Three work orders, BOM and routing attached
  3. SHIPMENT SHP-1203 Built from the order, on its route day
  4. INVOICE 3120 Deposit already applied
  5. JOURNAL ENTRY JE-2347 Revenue, tax, and AR posted
  6. PAID IN FULL $6,754.80 Every entry balanced
005 // AUTOMATION & AI

AI for the setup. Automation for the rest.

Setting up a product line used to mean weeks of data entry. Product Studio starts from the price sheets and order forms you already have. After that, the recurring work runs on its own, at no extra charge.

PRODUCT STUDIO

Hand it your price sheet. Then run your catalog yourself.

Product Studio is where your team builds and maintains every product: the order form dealers fill in, the rules that stop bad orders, the price tables, the bill of materials, and the production route.

A new fabric, a price increase, a rule the shop keeps asking for: ask in plain English and it's in a draft minutes later. No consultant, no support ticket, no waiting on a developer.

  1. 01 Start from what you have

    Excel or CSV price grids, photos or PDFs of your order forms, even a link to a product page. Studio reads them and drafts the whole product.

  2. 02 Change it by asking

    Options, prices, rules, BOM, routing. Studio makes the edit, tests sample orders, and shows you exactly what changed.

  3. 03 Nothing goes live until you say

    Every change is a draft you can test drive, undo, or schedule. Prices are confirmed by you, cell by cell. Dealers see it when you activate.

What a dealer fills in to order Retractable Awning. Try it.

Dimensions

Width

Feet
0 Inches
0 Fraction

8′-0″ to 30′-0″

Projection

Drive

Operation

Fabric

Try it: send the prompts and watch the draft change. Illustrative product and prices.

ACCOUNT ASSISTANT

Ask your business a question.

Plain-English answers about AR, pipeline, sales, and orders, straight from live data. Read-only: it looks, it never touches.

? Which dealers are more than 30 days past due?

Summit Awnings
$4,812.50
42 days
Harbor Blinds
$1,960.00
35 days

2 DEALERS · $6,772.50 PAST DUE

Pipeline this month Top dealers by sales What's in production?
BACKGROUND AUTOMATION

Busywork that runs itself.

INCLUDED · NOT METERED
  • ON DUE DATES Payment reminders Before due, overdue, and deposit outstanding
  • NIGHTLY Replenishment scan Nets open POs and queues suggested buys
  • EVERY CHANGE Auto formulas Freight, liftgate, and rush fees recalculate
  • STEP DONE Label auto-print Labels print the moment a station finishes
  • ON INVOICE QuickBooks sync Invoices and payments pushed automatically
  • ORDER EVENTS Webhooks Signed events for dealers on the API
  • ONE CLICK Dealer statements PDF statements sent to every dealer at once
  • YOUR DATE Scheduled go-live Product changes go live when you say

Also on autopilot: invoice emails, recurring journal entries, and work order auto-release.

006 // WHY PAINLESS

The usual options stop halfway.

Each of these is good at something. None of them carry a configured dealer order all the way from quote to paid invoice.

How Painless compares
WHAT YOU NEED Spreadsheets + phone orders Flexible, until pricing lives in one person's head. Catalog ordering portals Great for reordering fixed SKUs. Not for built-to-size. Single-industry tools Deep in one category, like windows or signs. Enterprise CPQ Built for sales teams, priced per seat, months to launch. BUILT FOR THIS Painless Configurable products, sold through dealers.
Prices configured products Partly: By hand, from the price sheet No: Fixed SKUs only Partly: Within one category Yes: Yes Yes: Any configurable product
Dealer self-serve ordering No: Phone, email, and fax Yes: Yes Partly: Within one category Partly: Add-on or custom build Yes: Branded portal, included
Work orders for the floor No: Re-keyed from the order No: No Partly: Usually an ERP add-on No: Needs an ERP or MES Yes: Created from the order
Invoicing & payments Partly: A separate tool, keyed again Partly: Varies Partly: Usually an ERP add-on No: Needs an ERP Yes: Built in, with QuickBooks sync
Quote to paid, one system No: Four tools, keyed four times No: Ordering only Partly: With an ERP bolted on No: CPQ, plus ERP, plus MES Yes: One order record, start to finish
YES PARTLY NO Typical capabilities; individual products vary.
007 // INDUSTRIES

Built for products made to order.

Products are modeled as rules and data, not hard-coded for one category. Here's what that looks like in the industries we build for.

  1. 01

    Shades, Shutters & Awnings

    Roller shades · Blinds · Shutters · Awnings · Retractable screens · Pergolas

    • Width × drop and width × projection price grids
    • Fabric collections with upcharges and active dates
    • Motors that add their own routing step

    SAMPLE ORDER  Lateral-arm awning · 16′-4″ × 10′-6″ · Motorized

  2. 02

    Specialty Doors

    Barn doors · Interior doors · Pocket doors · Closet doors · Shower doors

    • Width × height grids with species and style upcharges
    • Track, hardware, and glass that match the door
    • Rules like track length and paint-only MDF at the field

    SAMPLE ORDER  Barn door · Shaker · Knotty alder · 36″ × 84″

  3. 03

    Cabinetry, Closets & Millwork

    Cabinets · Doors · Closet systems · Moulding · Casework

    • Styles, species, and finishes as collections
    • Routing through saw, finish, and QC
    • Branded quotes dealers hand to homeowners

    SAMPLE ORDER  Shaker door · Maple · 23-7/8″ × 30″ · Natural

  4. 04

    Furniture

    Upholstery · Casegoods · Contract seating

    • Fabric grades with % or $ upcharges
    • COM that adds its own receiving step
    • Sew, frame, and finish stations

    SAMPLE ORDER  Custom sofa · 84″ · Grade C fabric · Walnut legs

  5. 05

    Metal Fabrication

    Railings · Fencing & gates · Enclosures · Brackets & frames

    • Dimension-driven pricing, by the foot or the piece
    • Material, gauge, and finish rules
    • Saw and weld routing, lot and serial trace

    SAMPLE ORDER  Wall-mount enclosure · 24″ × 20″ × 8″ · 14 ga

  6. 06

    Glass & Glazing

    Custom glass · Mirrors · Laminated glass · Insulated units

    • Explore dimensions, shapes, and fabrication in Glass Studio
    • Preview glass assemblies in 2D and 3D
    • Try an illustrative material and fabrication quote

    SAMPLE ORDER  Tempered clear glass · 24″ × 36″ · 6 mm

  7. 07

    Yours

    If it has a size, a material, a finish, and a dealer, it fits.

    ALSO A FIT  Signs & channel letters · Countertops · Trailers & truck bodies · Modular & prefab · Playground equipment · Retail displays

    Send us a price sheet and an order form, and we'll walk through how your product would run in Painless.

008 // READY TO GO

You don't start from a blank screen.

Our team sets you up: we model your products, pricing, and routing with you, pilot with a few dealers, then launch. From there, your team runs it. Implementation is a fixed price, quoted before you sign.

  1. 01
    DISCOVER

    We learn how you run today

    Your products, price sheets, dealers, and how an order moves from the phone to the truck.

  2. 02
    MODEL

    We build your first products with you

    Configurations, price grids, discounts, and routing. Price sheets are read in, not retyped, and your team learns Product Studio along the way.

  3. 03
    PILOT

    A few dealers order first

    Turn on portal ordering for a handful of trusted dealers and fix what they find.

  4. 04
    LAUNCH

    Invite the rest of your network

    Every dealer gets your branded portal. Work orders, shipping, and invoices run from their orders.

  5. 05
    EVOLVE

    Your team runs the catalog

    New products and price changes are drafts you build in Product Studio, test, and schedule. We're a message away.

OUR TEAM LEADS Discover · Model
TOGETHER Pilot
YOUR TEAM LEADS Launch · Evolve
WHAT YOU DON'T HAVE TO DO
  • Learn a configuration language. Studio writes it from plain English, and we build your first products with you.
  • Retype your price sheets. Product Studio reads your spreadsheets and PDFs.
  • Replace QuickBooks on day one. Keep it synced. Full accounting arrives in late 2026, when you're ready to move.
  • Switch every dealer at once. Turn on portal ordering dealer by dealer.
  • Count seats. Office staff, dealers, and shop PIN users carry no seat fee.
FULL BUILD · FIXED PRICE

We build it, and you know the scope, the plan, and the price before you sign. Most land between $10,000 and $25,000.

How Implementation Works
STUDIO START · ORDERING PLAN

Rather build it yourself? Set up your products in Product Studio, and we'll run the kickoff, train your admins, and brand your portal. Est. $2,500 one time.

009 // PRICING

Priced on what you invoice through it.

A percentage of invoice volume with a monthly minimum, not a fee per login. Everyone from the front office to the shop floor gets access.

ORDERING

0.5% OF INVOICE VOLUME

or $1,500/month, whichever is greater

Minimum starts at signing · first month pro-rated

For manufacturers who run production outside the system.

Includes
  • Configuration engine and Product Studio
  • Price grids, discounts, and auto formulas
  • Branded dealer portal and dealer customer quotes
  • Invoicing, card and ACH payments, AR, statements
  • Shipping, delivery routes, and pick up
  • QuickBooks sync for invoices and payments, Stripe Tax

EVERYTHING

RECOMMENDED
1% OF INVOICE VOLUME

or $2,500/month, whichever is greater

Minimum starts at signing · first month pro-rated

For manufacturers who want the whole operation in one system.

Everything in Ordering, plus
  • Production and shop floor: work orders, routing, tablets, travelers, labels
  • Inventory and purchasing: POs, receiving, vendors, replenishment
  • Accounting: general ledger, bills, banking, financial reports (full launch late 2026)
  • Full QuickBooks sync, adding bills, inventory, and journals
ESTIMATE YOUR COST

What would you pay?

01 · PLAN
02 · MONTHLY INVOICE VOLUME $200,000/mo
$25K$3M
03 · SETUP

We model your products and pricing, import your data, train your team, and stay through go-live.

04 · PRODUCT LINES WE SET UP

A product line is one product family with its own order form and price grid, like retractable awnings or roller shades.

MONTHLY PLATFORM FEE $2,500

The Everything minimum applies. 1% of $200K would be $2,000.

The percentage takes over above $250K/mo
IMPLEMENTATION
$15K–$20K
Full Build · fixed quote
FIRST YEAR
$45K–$50K
12 months + implementation

An estimate for planning. The monthly minimum starts when you sign, pro-rated for your first partial month. Full Build is a fixed quote after discovery, and AI features are billed by usage. No seat licenses, no long-term contract.

WHAT IT REPLACES

Less than the patchwork it replaces. Even at the minimum.

Either plan's minimum costs less than the order-entry time it takes to re-key dealer orders by hand, before you count the configurator, portal, and routing software it also replaces.

Ordering plan per month

Replaces a product configurator, a dealer portal, delivery routing, and re-keying orders by hand.

Patchwork $4.6K–$11.8K
Painless $1,500
You save $3.1K–$10.3K/mo
Everything plan per month

Replaces a product configurator, a dealer portal, delivery routing, production and inventory software, accounting and bill-pay subscriptions, and re-keying orders by hand.

Patchwork $5.4K–$13.9K
Painless $2,500
You save $2.9K–$11.4K/mo
Typical 2026 list prices and loaded wages for a manufacturer of about 20 people, against each plan's minimum. See the line-by-line math
No seat licenses
Office staff, dealers, and shop PIN users. No per-login fee.
Set up by us, or by you
A Full Build, typically $10K–$25K with a fixed quote, or Studio Start on Ordering, est. $2,500.
Live in weeks
Most manufacturers take their first dealer orders within weeks.
No long-term contract
Cancel anytime. Start on Ordering and move up later.

Volume is the invoices you issue through Painless; drafts and voided invoices don't count. The platform fee is the greater of the volume fee or your plan's monthly minimum. AI usage is billed after the fact on your monthly invoice.

See Full Pricing
010 // FAQ

Straight answers.

The questions owners, plant managers, and controllers ask on the first call. Don't see yours?

Start a Conversation

What is Painless Manufacturing?

An all-in-one platform for wholesale manufacturers of configurable products that sell through dealers. It combines a configure-price-quote (CPQ) engine, a branded dealer ordering portal, work orders and shop-floor tablets, inventory and purchasing, shipping and delivery routes, invoicing, payments, and accounting in one system.

Do we have to replace QuickBooks?

No. Painless pushes invoices and payments to QuickBooks Online, and on the Everything plan it can also push bills, inventory, and journal entries. The sync is one-way: Painless sends, QuickBooks receives. A few documents, like invoices with sales tax or an applied deposit, still need entering in QuickBooks by hand; the Accounting page lists exactly what syncs. Full accounting, so you can retire QuickBooks entirely, is expected in late 2026, and parts of it are in Painless today.

How is this different from enterprise CPQ?

Enterprise CPQ is built around large sales teams, usually priced per seat, and implemented over months with a separate ERP behind it. Painless is built for small-to-mid manufacturers: the configurator, the dealer portal, the shop floor, and invoicing are one system, priced on invoice volume, and live in weeks rather than months.

How is it different from a dealer ordering portal?

Catalog portals let dealers reorder fixed SKUs. Painless prices a product built to the dealer's exact size and options, stops invalid combinations before they are submitted, and turns the order into a work order with the BOM and routing already on it.

How long does it take to go live?

Weeks, not months. The timeline depends on how many product lines you bring on first. We scope it in discovery, and you get the plan and a fixed implementation price before you sign. Many manufacturers pilot with a few dealers before inviting the rest.

What does it cost?

Ordering is 0.5% of invoice volume with a $1,500 monthly minimum; Everything is 1% with a $2,500 minimum. You pay whichever is greater, the minimum starts when you sign, pro-rated for your first partial month, and there are no seat licenses. Implementation is a one-time fixed quote, typically $10,000 to $25,000 depending on how many product lines we set up. Card and ACH payments carry Stripe's standard processing fee plus a small Painless payment fee set in your agreement; dealers pay nothing extra. If you choose, a digital service fee on each dealer order can pass some or all of your Painless cost on to your dealers, at a rate you set per dealer. Background automation (reminders, statements, syncs, replenishment scans) is included and not metered. AI usage (Account Assistant and Product Studio) is billed after the fact on your monthly invoice.

Will our dealers actually use it?

Dealers get a portal with your brand on it, open 24/7, showing their own price as they configure. They can check order status and ship dates, pay invoices by card or ACH, pull spec sheets and price books, and build branded quotes for their own customers. You can turn on portal ordering dealer by dealer, starting with a few.

Can you import our existing price sheets?

Yes. Product Studio reads Excel and CSV price grids cell by cell and turns them into price tables after you confirm. It can also read photos and PDFs of your order forms to draft the configuration. Price tables are saved only after you confirm them, and configuration changes wait as drafts until you activate them.

What hardware does the shop floor need?

Tablets with a modern browser at the stations you want to run paperless. Shop users sign in with a PIN, no email needed. Label printing works with Zebra, Brother, Dymo, and CUPS printers through a small print agent on a Mac or Raspberry Pi. Printer setup can be quoted separately if you want us to handle it.

Is there a long-term contract?

Not on standard plans: you can cancel anytime, and fees already incurred are still due. High-volume manufacturers can choose a custom plan that trades a volume or term commitment for a lower rate.

// START A CONVERSATION

Bring us your most complicated product.

Send a price sheet and an order form. We'll walk through how it configures, prices, and routes in Painless. No pitch deck.

No seat licenses · No long-term contracts · Keep QuickBooks