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Digital Sales Rooms

Give your clients a portal, not a zip file.

Every handify Bundle becomes a living digital portal for your client. Products, documents, quotes — always updated, no login required. But it goes beyond content: clients can browse product pages, request samples, request quotes, and request documents — directly from the portal. Each action triggers real workflows on your side. This is what a Digital Sales Room should be.

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What traditional deal rooms miss

Generic digital sales rooms are static content libraries. They don't understand technical products, and they can't drive real business actions.

Client portals require logins that create friction. Buyers share credentials or stop logging in entirely.

When you update a TDS or price, the shared content is already outdated. There's no live connection to your catalog.

Generic deal rooms don't show products with technical data — they're just file-sharing tools with branding.

You can't see if the client's technical team or procurement actually reviewed the materials you sent.

Even the best deal rooms are passive — clients can view content but can't take action. No sample requests, no quote requests, no document requests. The portal is a dead end.

How handify does it differently

A Bundle is both an easy-to-build collection and an interactive client portal. Products, documents, client requests, and automated workflows — all in one living link.

Magic Link — No Login Required

Share a single link. Your client clicks it and sees a curated collection of products and documents. No account creation, no passwords.

Always Live, Always Updated

Update a TDS, change a price, add a product — the Magic Link reflects changes instantly. Your client always sees the latest.

Technical Product Content

Products display with technical parameters, certifications, and application data — not just names and SKUs.

Navigable Product Pages

From the portal, clients can open individual product pages with curated technical info, documents, and certifications. Easy to browse, easy to find what they need.

Client Requests from the Portal

Clients can request samples, request quotes, and request documents — directly from the portal. No emails, no phone calls. The portal drives real business actions, not just content consumption.

Automated Workflow Triggers

When a client requests a sample from the portal, handify can create the sample request automatically. Actions from the portal flow directly into your sales operations — the portal is alive.

Branded Client Experience

Your logo, your colors, your product imagery. Clients see a professional portal that represents your brand.

Access & Engagement Tracking

Know when clients open the link, which products they browse, which documents they download, and which requests they make.

Multi-Stakeholder Sharing

Your client can share the Magic Link with their technical team, procurement, and R&D — all from one URL.

Traditional Deal Rooms vs. handify

Technical product content

Traditional Platform
handify

Live-updating content

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handify

No login required

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handify

Product catalog integration

Traditional Platform
handify

Navigable product pages

Traditional Platform
handify

Client requests (samples, quotes, docs)

Traditional Platform
handify

Automated workflow triggers

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handify

Documents included

Traditional Platform
handify

Engagement tracking

Traditional Platform
handify

Branded experience

Traditional Platform
handify

Not a standalone tool. Connected to everything.

Bundles pull from your product catalog and document library. Create them from any deal or account. Track engagement in your pipeline activity.

ProductsBundlesPipelineSamplesDocumentsQuotes
Your clients shouldn't have to dig through emails. Give them a living portal they'll actually use.
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Frequently Asked Questions

Can handify replace tools like emlen, Buyerstage, or Aligned?

For ingredient and chemical sales, handify Magic Links go beyond generic deal rooms. They include technical product data, live-updating documents, and require no client login — purpose-built for how technical companies share content.

Do clients need to create an account?

No. That's the point. They click a link and see everything you've shared — products, documents, quotes — in a branded interface with zero friction.

What happens when I update a document or product?

The Magic Link reflects the change instantly. Your client always sees the latest TDS, pricing, or product information.

Can I see if my client viewed the content?

Yes. You get engagement metrics — when they opened it, what they viewed, and how long they spent — logged in your account and deal activity.

Can my client share the link with their team?

Yes. The Magic Link is designed to be shared. Your client's technical team, procurement, and R&D can all access the same content from one URL.

Can clients take actions from the portal, or is it just for viewing?

handify portals are interactive. Clients can request samples, request quotes, and request documents — directly from the portal. Each request flows into your handify workflows. If you have auto-sample enabled, a client's sample request can even create the sample record automatically. The portal isn't a dead end — it drives real business actions.

Can clients browse individual product pages from the portal?

Yes. From the bundle portal, clients can navigate to individual product pages that show curated technical information, certifications, documents, and application data. They can explore your catalog in a structured, branded way — and request samples or quotes from any product page.

Are handify Digital Sales Rooms useful for flavor and fragrance companies?

Flavor and fragrance companies typically share samples, technical data sheets, IFRA certificates, and fragrance briefs through email — meaning documents go out of date and clients have no single place to review what's been shared. handify Magic Links create a branded digital portal for each flavor or fragrance client: products with their technical specs, linked documents always current, and any requests (samples, quotes) initiated directly from the link. When you update an IFRA certificate, the client's portal updates automatically — professional, traceable, and frictionless.

How do digital sales rooms work for specialty chemical companies?

Chemical sales requires sharing safety data sheets, technical specifications, and regulatory documents in a controlled, professional way — and keeping clients informed when those documents change. handify Magic Links give each chemical client a dedicated portal with exactly the products and documents you've curated, always showing the current version. No email attachments with wrong versions, no outdated SDS reaching a client. Clients can request samples or initiate a quote directly from the portal, connecting all actions back to your pipeline.

Can cosmetic ingredient companies use handify for client presentations?

Yes. Cosmetic ingredient companies need to present active ingredients, claims data, efficacy studies, certifications (COSMOS, Ecocert, vegan), and marketing assets together in a professional format for formulators and procurement teams. handify Magic Links bundle all of this into a single link per client — no login required, branded with your identity, and automatically updated when certifications or efficacy documents change. Clients can request samples or initiate evaluations directly from the link.

See Magic Link in action

A branded portal for your clients — one link, no login, always updated.

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