Update
Information from Concept Caméléon arrives automatically.
Guided tour · about 5 minutes · French audio
See what your teams can accomplish.
Explore everyday tools, including quotes, orders, questionnaires and forms for signature, with examples from the portal.
Always within reach
Useful information in one place.
Products, quantities, customers, invoices, orders, suppliers, payments and other authorized information stay up to date for the portal’s tools.
Organize
The portal presents it clearly for your business.
Use
Each team finds what it needs to work.
Core capabilities
From visibility to action.
Management overview
Sales, gross margin, average invoice, inventory, payments, top customers and trends.
Detailed search
Find a product, customer, order or invoice and see the information connected to it.
CRM and communications
Contacts, activities, tasks, opportunities, emails and newsletters in one customer history.
Contracts and signed documents
Prepare a contract from an order or use a reusable document. Collect answers and signatures, then keep the final PDF in the customer file.
Report assistant with OpenAI
OpenAI understands the request in your own words. Connect 360° ss then prepares the table or chart in the portal.
Dedicated spaces
Customer, supplier and employee spaces with access suited to each role.
Quotes and orders
From proposal to order, without re-entering everything.
Prepare sales directly in the portal using your customers and products. Availability depends on the options and access enabled for your business.
Prepare the quote
Choose the customer, products and quantities. Review prices and totals, then email the customer a link to view your proposal.
Move to an order
The customer accepts the quote online, without a signature at this stage. You can then convert it to an order while keeping its details.
Collect signatures and send
Prepare the contract or have the order signed in person. After the required signatures, the order can be sent to Concept Caméléon.
You can also create an order directly. The quote and acceptance history stay in the customer file.
Contracts and questionnaires
The right answers, when it is time to sign.
Add a questionnaire to your contract and choose who will answer it. A preferred delivery date, a contact person or a service choice: you decide which details to collect.
- Up to five questions in English and French: text, email, date, checkbox or a choice from a list.
- The designated signer completes required answers before signing.
- Questions and answers remain in the contract and its final PDF.
Documents for signature
Prepare once. Reuse for your customers.
Work authorizations, service confirmations or other business documents: create English and French templates, then prepare a separate copy for each customer.
Choose the document and customer
Select the template, language and recipient. Embed a form in your template or add a questionnaire. Attach useful files to the delivery.
A personal link, one signature
The customer opens the invitation, reads the document, answers the questions and signs. No portal account is needed.
A complete copy is kept
Track deliveries, find the signature and answers, then download the signed PDF. Follow-up remains linked to the customer in the CRM.
Forms in your documents
Collect the information and files you need before signing.
Embed a form in your templates: customer details, service preparation, information requests or a new customer file. Organize questions into sections with short answers, choices, dates and file uploads.
- Customers complete the form on a computer or phone, with no portal account.
- They can save answers and continue later using the same link, even on another device.
- They attach requested files and sign when ready. Answers and file references stay in the signed PDF; files remain available separately.
- Your team can complete internal-use fields without changing the customer’s answers or signature.
An embedded form replaces the document’s optional questionnaire. Contract questionnaires remain available.
Control and privacy
Everyone sees only what concerns them.
Your business chooses the features and information available to each person.
- Access by role — menus adapt to each user’s responsibilities.
- Your own company space — your information and settings remain separate.
- OpenAI understands the question — no accounting data is sent to OpenAI.
Your context is unique
Request a presentationLet’s identify the tools that fit your processes.
A focused presentation helps select the features and access your teams need.