Evolution X Product Features Guide

B2B eCommerce. Made Simple.

Product Features Guide | July 2022

Choose Your Role

We'll guide you to the most relevant content in this document.

Executive • Catalog Management & Pricing · Catalog Browsing · Product Browsing · Order & Quote Management · Checkout, Payment, & Shipping · Customer Accounts · User Experience & Site Management

Marketing

IT & Software

· Marketing & Merchandising Tools · Search Engine Optimization · Analytics & Reporting · Mobile-First Platform · User Experience & Site Management · Distributor Customer Service

· Platform Features & Security · Checkout, Payment, & Shipping · User Experience & Site Management · Menus · Themes

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

2

Features

Executives Love

Catalog Management & Pricing Product Data Import

Parent & Child Product

Supplier Inventory Feeds

Import rich product data from

Manage child products from parent

Apply live stock feeds for managed

multiple sources

products

content suppliers

Contract Pricing

Product & Brand Restrictions

Multi-Tiered Pricing

Set up special contract pricing for

Restrict individual users and/or

Support for multi-tiered pricing

account customers of your choosing

accounts to certain products and/or brands

MAP Pricing

Catalog Containers

Priced Items Only

Support for MAP (minimum

Create and assign a unique product

Restrict a user’s product mix to

advertised price)

catalog mix per customer and/or

priced items only

account

Pricing Calls Use real-time pricing calls to your ERP or use EvolutionX advanced pricing rules (support for special prices, customer group prices, account pricing, tiered pricing, user pricing, and more)

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

3

Features

Executives Love

Catalog Browsing Categories

Product Comparisons

No Search Results

Filter products into categories and

Compare up to 4 products on

Custom layouts for searches that

search results by manufacturer,

desktop and up to 2 products on

yield no viable results – help users

brands, and other attributes

mobile while shopping on the

find what they’re looking for or

storefront

redirect them

Faceted Navigation

Recently Viewed Products

Filter In-Stock Products

Found on category, search, quicklist,

Dynamically show products

Allow users to filter by in-stock

and contract item results to provide

shoppers have been viewing to help

products only on search and

shoppers with a more streamlined

users easily navigate back to them

category results

Filter On-Contract Items

Brand Prioritization

Redirect Keyword Searches

Allow users to filter by on-contract

Prioritize specific brands to appear

Store keywords against specified

items only on search and category

first within search results

products to divert customers

user experience

results

keyword searches to product results pages, category pages, or even content page

Search Assist Target synonyms and misspellings to improve customer searches

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

4

Features

Executives Love

Product Browsing Rich Product Content

Recommended Products

Inventory Availability

View Multiple images, videos, data

Set related products, up-sells, and

Display inventory availability to

sheets, documents, and attributes

cross-sells to encourage shoppers to

users by location including

per product

buy more

customizable messaging per customer

Quicklists

Integrated Configurators

Grouped Products

Add a product to a Quicklist for easy

Optional integrated Rockwell,

Grouped products capability with

and fast reordering

Schneider, Mimeeq, and Trodat

multiple layouts available

Configurators

Product Minimums & Maximums

Product Images

Product Attachments

Multiple product image display

Upload product attachments like

Display product minimums and

settings including lightbox, zoom,

PDF artwork

maximums, including multiples of

default upload sizes, and slider for Quickview

Trustpilot Integration

Product Overlay

Custom Media Titles

Trustpilot integration for social proof

Overlay your own content including

Add custom titles to your

product name, images, description,

documents, videos, and alternative

and more onto managed records or

images

your own product records

Custom Product Codes Add custom product codes specific to your customer

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

5

Features

Executives Love

Order & Quote Management Orders & Quotes View, edit, and create orders/quotes from the admin panel or request a

Orders & Quotes Management

List Sharing

Manage closed-loop customer

quick order lists with others

Share or email project SKU lists and

quote from the storefront

orders/quotes entirely through the

Non-Stock SKU Request

Online Quoting Process

Order History

Workflow capability to request a

Rich online quoting process

View order history and easily

quote for a non-stock SKU

including support for project bids

generate repeat orders

Punchout

Cart Creation

Punchout integrations with our

Build cart by uploading a CSV file

Automatically Add Products to Cart

website

Premier Partner, Greenwing

Auto add products to the cart by

Technology, using our proprietary

providing a link to your customer

punchout connector tool

which redirects them to the cart with the item already inside of it

One Click Reorder

Offline Orders

Multi-Tier Approval

Allow customers to reorder past

Push online orders from your POS or

Full support for multi-tier approval

purchases with a single click

ERP system into your admin via API

workflows and budgeting at both user and cost center level

Enforcement of PO Number Structure

Multiple PO Numbers

Global, customer and user specific

per order

Support for multiple PO numbers

enforcement of PO number

Order & Quote Management Continued

structure

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

6

Features

Executives Love

Order & Quote Management Continued Call-Offs

Budgets

Support for customer own inventory

Maximum order value for budgets

(Call-Offs)

Features

Executives Love

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

7

Features

Executives Love

Checkout, Payment, & Shipping Checkout Types

Saved Shopping Carts

Cost Centers & References

Use guest and registered user

Create shopping carts and save

Apply cost centers and references at

checkout

them for checkout later

the line level along with customer defined structured purchase order numbers

Tax & Shipping Estimates

Saved Payment Methods

Apply Pay

Show tax and shipping estimates in

Save preferred payment methods

Fully integrated with Apple Pay

the shopping cart

(account, ACH, credit card, etc.)

Payment Gateways

Supplier-Based Shipping Methods

Will-Call & Pick-Up

Authorize.Net, Braintree, eci NET1,

Multiple supplier-based shipping

branch with appropriate workflow

Opayo, PayPal, PayTrace, Paya

methods within a single order

and messaging

Payment Processing

PCI Compliant

SCA Compliant

Level III payment processing

Certified PCI Level 1 Service provider:

Strong Customer Authentication

Audits by BSI Cybersecurity

(SCA) compliance to meet European

Fully integrated with Adflex,

Orders for will-call and pick-up in

Connect, Stripe, and more

Revised Directive of Payment Services (PSD2)

Data Privacy Global Data Protection Regulation (GDPR) compliant

Restrict Shipping & Payment Options Restrict shipping and payment options by customer label

Checkout, Payment, & Shipping Continued

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

8

Features

Executives Love

Checkout, Payment, & Shipping Continued Shipping Integrations

Checkout Experience

ReCAPTCHA

Realtime shipping integrations with

Single page checkout experience for

ReCAPTCHA available for guest

UPS and Fedex

fast and easy order placement

checkout to prevent bot checkouts

Proprietary Security Models Proprietary security models around payment attempts and session monitoring

B2B eCommerce. Made Simple.

Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

9

Features

Executives Love

Customer Accounts Account Request Form

User Roles

Quote Access

Set up a form for customers to

Restrict users to different features

Access quotes with convert-to-order

request an account

by assigning a default or custom

functionality

user role

Addresses

Order Status and History

Unlimited address book entries,

Customers can view their order

default billing and shipping address

status and order history using My

Set up end-customers and cost

options, and restrict users to a

Account features

center budgets with rich multi-tier

Multi-Tier Workflows & Order Approvals

workflow and order approvals

subset of master address and cost center lists

One Click Order Approvals

Parent & Child Accounts

Order Authorization

Approve orders with a single click

Support for parent and child

Ability to execute cross-account

via an order approval email

accounts

order authorization

PO Enforcement

Quicklists

Restrict View

Always enforce PO number flag

Add a product to a Quicklist for easy

Restrict view to quicklist or contract

and fast reordering – create multiple

items only

quicklists and share with others

Customizable Customer Dashboards

Storefront Customer Reports

Apps

Customizable customer dashboards

Storefront customer reports

Multiple social media, marketing,

with the ability to add widgets such

available to help create visibility and

shipping, and payment applications

as order history, saved carts,

transparency on spend

available with seamless integrations

company logos, and more

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

10

Features

Executives Love

User Experience & Site Management Control of Site Appearance

Documented APIs

Batch Imports & Exports

Rich control of site look and feel

Rich integration to ERP systems and

Batch import and export

across all webpages using a

other applications through our APIs,

capabilities available for customers,

widget-based theming system with

all documented at

products, categories, attributes,

no IT skills required to make

http://docs.evoapi.io/

keywords, cost centers, and pricing

Saved Shopping Carts

Quicklists

Create shopping carts and save

Easily create, share and download

them for checkout later

customer quicklists specific to

meaningful changes

Website Roles & Permissions User-friendly management of website roles and permissions

accounts and users

Social Media Integrations

Inventory Feeds

Email Notifications

Integrated sign in with Facebook,

Integrated inventory feeds, usually

Integrated customer email

LinkedIn, and Twitter

real-time, for your ERP

notifications for key activities

Customizable Email Templates

Unlimited Landing & Content Pages

Customizable Customer Dashboards

Fully customizable email templates

Easily create unlimited landing and

Customizable customer dashboards

for new order, invoice payment,

content pages with an available

with the ability to add widgets such

order tracking, quote received,

WYSIWYG editor

as order history, saved carts,

credit account request and many

company logos, and more

more

Theme Options

Custom CSS

Custom Variables

Customize your site by selecting

Access to custom CSS for advanced

Create your own custom variables

theme options that include main

users via our theme options

for HTML widgets

color, font type, size, and color, button styling, and more

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

11

Features

Marketers Love

Marketing & Merchandising Tools Spinstak Agency Services

Banners

Rewards & Loyalty Programs

Marketing guidance from our

Create marketing and

Automatically award points to

in-house digital marketing

merchandising banners and add

customers when they make a

managers with years of experience

them to webpages, category pages,

purchase on your site or manually

in B2B eCommerce and HubSpot’s

product pages, account dashboards,

award points for actions of your

CRM platform

and more

choosing

Product Badges

Blog

Abandoned Carts

Create colorful badges with

Create a full blog with custom blog

Create different abandoned cart

customized verbiage to highlight

post layouts, categories, sticky posts,

rules for various customer types, fire

promotions, green products, new

featured images, and custom blog

automated events, and view

items, popular items, and more

no search results found layouts

abandoned cart reports

Newsletters

Catalog Containers

Google Shopping

Integrated with popular email tools

Create and assign a unique product

Restrict a user’s product mix to

including HubSpot, Constant

catalog mix per customer and/or

priced items only

Contact, Intercom, and Mailchim

account

Recommended Products

Item Swaps

Promotions

Set related products, up-sells, and

Add or import targeted forced or

Create discount, BOGO, product gift,

cross-sells to encourage shoppers to

suggested item swaps when

and coupon code promotions

buy more

shoppers add a particular item to their cart or basket

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

12

Features

Marketers Love

Search Engine Optimization URLs

Google Microdata

Non-Product Data

Automatically create search engine

Support for Google’s microdata

Ability to incorporate non-product

friendly URLs

format

data into search results

Title Tags & Meta Data

Google Search Console

Breadcrumbs

Auto-population of title tags and

Generate custom sitemap and

Auto-generated breadcrumbs for

meta data

robots.txt files for Google Search

easy category navigation

Console

Meta Titles, Descriptions, & Keywords

Load Speed

Fully customizable Meta Titles,

default

Lightning-fast page load speed by

Descriptions, and Keywords

Features

Marketers Love

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

13

Features

Marketers Love

Analytics & Reporting Google Reporting Tools

Customizable Report Dashboards

Tax Reports

Google Tag Manager, and other

Customizable report dashboard for

purchases made through your store

analytics tools

distributors and end-customers

Product Reports

Sales Reports

Customer Reports

Generate reports about your

Generate sales reports including

Generate reports about your

products including products

orders by date, purchased items by

customers including user email list,

without images, category URLs,

customer, top 50 items sold by date

customer creation, customers last

product count, active brands,

range, sales by SKU, order totals,

order, customers last sign in, user

hidden products, and more

requested quotes, refunds, and

budget, and more

Support for Google Analytics,

Generate tax reports based on

more

Pricing Reports Generate reports about your pricing including expiring contracts, all customer pricing exports, and items with $0.00 list price

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

14

Features

Marketers Love

Mobile-First Platform Features

Customizations

Widget-Based Customization

All features work seamlessly across

Customizations are respected on

All widget-based customization is

mobile platforms

mobile

respected on mobile

Mobile Priority

Mobile Marketing Content

Barcode Scanning

Mobile priority of widgets can be

Optimized marketing content can

Barcode scanning using mobile

controlled through the interface

be served optionally on mobile

camera

devices

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

15

Features

Marketers Love

User Experience & Site Management Control of Site Appearance

Documented APIs

Batch Imports & Exports

Rich control of site look and feel

Rich integration to ERP systems and

Batch import and export

across all webpages using a

other applications through our APIs,

capabilities available for customers,

widget-based theming system with

all documented at

products, categories, attributes,

no IT skills required to make

http://docs.evoapi.io/

keywords, cost centers, and pricing

Saved Shopping Carts

Quicklists

Create shopping carts and save

Easily create, share and download

them for checkout later

customer quicklists specific to

meaningful changes

Website Roles & Permissions User-friendly management of website roles and permissions

accounts and users

Social Media Integrations

Inventory Feeds

Email Notifications

Integrated sign in with Facebook,

Integrated inventory feeds, usually

Integrated customer email

LinkedIn, and Twitter

real-time, for your ERP

notifications for key activities

Customizable Email Templates

Unlimited Landing & Content Pages

Customizable Customer Dashboards

Fully customizable email templates

Easily create unlimited landing and

Customizable customer dashboards

for new order, invoice payment,

content pages with an available

with the ability to add widgets such

order tracking, quote received,

WYSIWYG editor

as order history, saved carts,

credit account request and many

company logos, and more

more

Theme Options

Custom CSS

Custom Variables

Customize your site by selecting

Access to custom CSS for advanced

Create your own custom variables

theme options that include main

users via our theme options

for HTML widgets

color, font type, size, and color, button styling, and more

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

16

Features

Marketers Love

Distributor Customer Service Edit Orders & Quotes

Order Status Updates

Customer Service Control

Create and edit orders and quotes

Review order history with status

Customer service reps can create

from the admin panel (access can

updates that include new order,

customer accounts, orders, update

be provided to account managers or

dispatched, part dispatched,

products in customers’ shopping

other employees of the distributor)

delivered, canceled, in progress,

carts, wish lists, quicklists

ready for pickup, and more

Customizable Email Templates Fully customizable email templates for new order, invoice payment, order tracking, quote received, credit account request and many more

My Account Features

Account Managers

Users can view past orders, saved

Assign a sales rep or employee to a

carts, sales quotes, frequently

customer or account and have them

purchased items and leverage ERP

copied on all order emails

integration features like invoice history

Live Chat Bots

Customer Set-Up

Integrate live chat bots

Manage all aspects of customer set-up

Supplier-Based Shipping Methods Multiple supplier-based shipping methods within a single order

Shipping Rates

Freight Shipping

Tracking

Realtime shipping rates from UPS

Control of pricing for orders

Input and update order tracking

and Fedex

requiring freight shipping

information

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

17

Features

IT, Software & Dev Love

Platform Features & Security Cloud Hosted

Uptime

SSL

Massively scalable with a secure

Industry leading of 99.99%

The entire platform is hosted behind SSL for enhanced security

platform

DDOS Attack Prevention

IP Address Blacklist

Documented APIs

Fully integrated real-time

We have over 1 million IP addresses

Rich integration to ERP systems and

Distributed Denial of Service (DDOS)

in our database from known

other applications through our APIs,

attack prevention. Currently

scrapers and bad actors, all

all documented at

preventing an average of 6,000

autogenerated

http://docs.evoapi.io/

Webhooks

PCI Compliant

Parent & Child Stores

Customizable events enabling deep

Certified PCI Level 1 Service provider:

Multi-Vendor and Multi-Website

integrations

Audits by BSI Cybersecurity

support through parent and child

requests per minute from bad actors

stores

Multi-Tennant SAAS Product

Two-Step Authentication

Fully redundant across availability

Enable two-step authentication

zones, no single point of failure

using your favorite Mobile Authenticator apps

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

18

Features

IT, Software, & Dev Love

Checkout, Payment, & Shipping Checkout Types

Saved Shopping Carts

Cost Centers & References

Use guest and registered user

Create shopping carts and save

Apply cost centers and references at

checkout

them for checkout later

the line level along with customer defined structured purchase order numbers

Tax & Shipping Estimates

Saved Payment Methods

Apply Pay

Show tax and shipping estimates in

Save preferred payment methods

Fully integrated with Apple Pay

the shopping cart

(account, ACH, credit card, etc.)

Payment Gateways

Supplier-Based Shipping Methods

Will-Call & Pick-Up

Authorize.Net, Braintree, eci NET1,

Multiple supplier-based shipping

branch with appropriate workflow

Opayo, PayPal, PayTrace, Paya

methods within a single order

and messaging

Payment Processing

PCI Compliant

SCA Compliant

Level III payment processing

Certified PCI Level 1 Service provider:

Strong Customer Authentication

Audits by BSI Cybersecurity

(SCA) compliance to meet European

Fully integrated with Adflex,

Orders for will-call and pick-up in

Connect, Stripe, and more

Revised Directive of Payment Services (PSD2)

Data Privacy Global Data Protection Regulation (GDPR) compliant

Restrict Shipping & Payment Options Restrict shipping and payment options by customer label

Checkout, Payment, & Shipping Continued

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

19

Features

IT, Software, & Dev Love

Checkout, Payment, & Shipping Continued Shipping Integrations

Checkout Experience

ReCAPTCHA

Realtime shipping integrations with

Single page checkout experience for

ReCAPTCHA available for guest

UPS and Fedex

fast and easy order placement

checkout to prevent bot checkouts

Proprietary Security Models Proprietary security models around payment attempts and session monitoring

Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

20

Features

IT, Software, & Dev Love

User Experience & Site Management Control of Site Appearance

Documented APIs

Batch Imports & Exports

Rich control of site look and feel

Rich integration to ERP systems and

Batch import and export

across all webpages using a

other applications through our APIs,

capabilities available for customers,

widget-based theming system with

all documented at

products, categories, attributes,

no IT skills required to make

http://docs.evoapi.io/

keywords, cost centers, and pricing

Saved Shopping Carts

Quicklists

Create shopping carts and save

Easily create, share and download

them for checkout later

customer quicklists specific to

meaningful changes

Website Roles & Permissions User-friendly management of website roles and permissions

accounts and users

Social Media Integrations

Inventory Feeds

Email Notifications

Integrated sign in with Facebook,

Integrated inventory feeds, usually

Integrated customer email

LinkedIn, and Twitter

real-time, for your ERP

notifications for key activities

Customizable Email Templates

Unlimited Landing & Content Pages

Customizable Customer Dashboards

Fully customizable email templates

Easily create unlimited landing and

Customizable customer dashboards

for new order, invoice payment,

content pages with an available

with the ability to add widgets such

order tracking, quote received,

WYSIWYG editor

as order history, saved carts,

credit account request and many

company logos, and more

more

Theme Options

Custom CSS

Custom Variables

Customize your site by selecting

Access to custom CSS for advanced

Create your own custom variables

theme options that include main

users via our theme options

for HTML widgets

color, font type, size, and color, button styling, and more

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

21

Features

IT, Software, & Dev Love

Menus Unlimited Custom Menus

Mega-Menu

Support for unlimited custom menu

Support for categories, content

creation

pages, links, and images in mega-menu creation

Themes Default Themes

Customizable Theme

Theme Preview

Default system themes available for

Fully customized themes with

Multi-device preview of theme

easy store creation

access to the underlying theme file

changes before publishing

Theme Restoration

Custom Theme Development Custom Variables

Ability to restore to the default

In-house customer theme

Create your own custom variables

theme

development services from our

for HTML widgets

talented Design Team with years of experience designing and developing beautiful EvolutionX websites

View All Features Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

22

Catalog Management & Pricing Product Data Import

Parent & Child Product

Supplier Inventory Feeds

Import rich product data from

Manage child products from parent

Apply live stock feeds for managed

multiple sources

products

content suppliers

Contract Pricing

Product & Brand Restrictions

Multi-Tiered Pricing

Set up special contract pricing for

Restrict individual users and/or

Support for multi-tiered pricing

account customers of your choosing

accounts to certain products and/or brands

MAP Pricing

Catalog Containers

Priced Items Only

Support for MAP (minimum

Create and assign a unique product

Restrict a user’s product mix to

advertised price)

catalog mix per customer and/or

priced items only

account

Pricing Calls Use real-time pricing calls to your ERP or use EvolutionX advanced pricing rules (support for special prices, customer group prices, account pricing, tiered pricing, user pricing, and more)

Table of Contents Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

24

Catalog Browsing Categories

Product Comparisons

No Search Results

Filter products into categories and

Compare up to 4 products on

Custom layouts for searches that

search results by manufacturer,

desktop and up to 2 products on

yield no viable results – help users

brands, and other attributes

mobile while shopping on the

find what they’re looking for or

storefront

redirect them

Faceted Navigation

Recently Viewed Products

Filter In-Stock Products

Found on category, search, quicklist,

Dynamically show products

Allow users to filter by in-stock

and contract item results to provide

shoppers have been viewing to help

products only on search and

shoppers with a more streamlined

users easily navigate back to them

category results

Filter On-Contract Items

Brand Prioritization

Redirect Keyword Searches

Allow users to filter by on-contract

Prioritize specific brands to appear

Store keywords against specified

items only on search and category

first within search results

products to divert customers

user experience

results

keyword searches to product results pages, category pages, or even content page

Search Assist Target synonyms and misspellings to improve customer searches

Table of Contents Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

25

Product Browsing Rich Product Content

Recommended Products

Inventory Availability

View Multiple images, videos, data

Set related products, up-sells, and

Display inventory availability to

sheets, documents, and attributes

cross-sells to encourage shoppers to

users by location including

per product

buy more

customizable messaging per custome

Quicklists

Integrated Configurators

Grouped Products

Add a product to a Quicklist for easy

Optional integrated Rockwell,

Grouped products capability with

and fast reordering

Schneider, Mimeeq, and Trodat

multiple layouts available

Configurators

Product Minimums & Maximums

Product Images

Product Attachments

Multiple product image display

Upload product attachments like

Display product minimums and

settings including lightbox, zoom,

PDF artwork

maximums, including multiples of

default upload sizes, and slider for Quickview

Trustpilot Integration

Product Overlay

Custom Media Titles

Trustpilot integration for social proof

Overlay your own content including

Add custom titles to your

product name, images, description,

documents, videos, and alternative

and more onto managed records or

images

your own product records

Custom Product Codes Add custom product codes specific to your customer

Table of Contents Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

26

Order & Quote Management Orders & Quotes View, edit, and create orders/quotes from the admin panel or request a

Orders & Quotes Management

List Sharing

Manage closed-loop customer

quick order lists with others

Share or email project SKU lists and

quote from the storefront

orders/quotes entirely through the

Non-Stock SKU Request

Online Quoting Process

Order History

Workflow capability to request a

Rich online quoting process

View order history and easily

quote for a non-stock SKU

including support for project bids

generate repeat orders

Punchout

Cart Creation

Punchout integrations with our

Build cart by uploading a CSV file

Automatically Add Products to Cart

website

Premier Partner, Greenwing

Auto add products to the cart by

Technology, using our proprietary

providing a link to your customer

punchout connector tool

which redirects them to the cart with the item already inside of it

One Click Reorder

Offline Orders

Multi-Tier Approval

Allow customers to reorder past

Push online orders from your POS or

Full support for multi-tier approval

purchases with a single click

ERP system into your admin via API

workflows and budgeting at both user and cost center level

Enforcement of PO Number Structure

Multiple PO Numbers

Call-Offs

Support for multiple PO numbers

Support for customer own inventory

Global, customer and user specific

per order

(Call-Offs)

enforcement of PO number structure

Budgets Maximum order value for budgets

Table of Contents Confidential - Copyright © 2022 ES Tech Group, LLC. All Rights Reserved.

27

Checkout, Payment, & Shipping Checkout Types

Saved Shopping Carts

Cost Centers & References

Use guest and registered user

Create shopping carts and save

Apply cost centers and references at

checkout

them for checkout later

the line level along with customer defined structured purchase order numbers

Tax & Shipping Estimates

Saved Payment Methods

Apply Pay

Show tax and shipping estimates in

Save preferred payment methods

Fully integrated with Apple Pay

the shopping cart

(account, ACH, credit card, etc.)

Payment Gateways

Supplier-Based Shipping Methods

Will-Call & Pick-Up

Authorize.Net, Braintree, eci NET1,

Multiple supplier-based shipping

branch with appropriate workflow

Opayo, PayPal, PayTrace, Paya

methods within a single order

and messaging

Payment Processing

PCI Compliant

SCA Compliant

Level III payment processing

Certified PCI Level 1 Service provider:

Strong Customer Authentication

Audits by BSI Cybersecurity

(SCA) compliance to meet European

Fully integrated with Adflex,

Orders for will-call and pick-up in

Connect, Stripe, and more

Revised Directive of Payment Services (PSD2)

Data Privacy Global Data Protection Regulation (GDPR) compliant

Restrict Shipping & Payment Options

ReCAPTCHA

Restrict shipping and payment

checkout to prevent bot checkouts

ReCAPTCHA available for guest

options by customer label

Proprietary Security Models

Checkout Experience

Shipping Integrations

Proprietary security models around

Single page checkout experience for

Realtime shipping integrations with

payment attempts and session

fast and easy order placement

UPS and Fedex

monitoring

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Customer Accounts Account Request Form

User Roles

Quote Access

Set up a form for customers to

Restrict users to different features

Access quotes with convert-to-order

request an account

by assigning a default or custom

functionality

user role

Addresses

Order Status and History

Unlimited address book entries,

Customers can view their order

default billing and shipping address

status and order history using My

Set up end-customers and cost

options, and restrict users to a

Account features

center budgets with rich multi-tier

Multi-Tier Workflows & Order Approvals

workflow and order approvals

subset of master address and cost center lists

One Click Order Approvals

Parent & Child Accounts

Order Authorization

Approve orders with a single click

Support for parent and child

Ability to execute cross-account

via an order approval email

accounts

order authorization

PO Enforcement

Quicklists

Restrict View

Always enforce PO number flag

Add a product to a Quicklist for easy

Restrict view to quicklist or contract

and fast reordering – create multiple

items only

quicklists and share with others

Customizable Customer Dashboards

Storefront Customer Reports

Apps

Customizable customer dashboards

Storefront customer reports

Multiple social media, marketing,

with the ability to add widgets such

available to help create visibility and

shipping, and payment applications

as order history, saved carts,

transparency on spend

available with seamless integrations

company logos, and more

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User Experience & Site Management Control of Site Appearance

Documented APIs

Batch Imports & Exports

Rich control of site look and feel

Rich integration to ERP systems and

Batch import and export

across all webpages using a

other applications through our APIs,

capabilities available for customers,

widget-based theming system with

all documented at

products, categories, attributes,

no IT skills required to make

http://docs.evoapi.io/

keywords, cost centers, and pricing

Saved Shopping Carts

Quicklists

Create shopping carts and save

Easily create, share and download

them for checkout later

customer quicklists specific to

meaningful changes

Website Roles & Permissions User-friendly management of website roles and permissions

accounts and users

Social Media Integrations

Inventory Feeds

Email Notifications

Integrated sign in with Facebook,

Integrated inventory feeds, usually

Integrated customer email

LinkedIn, and Twitter

real-time, for your ERP

notifications for key activities

Customizable Email Templates

Unlimited Landing & Content Pages

Customizable Customer Dashboards

Fully customizable email templates

Easily create unlimited landing and

Customizable customer dashboards

for new order, invoice payment,

content pages with an available

with the ability to add widgets such

order tracking, quote received,

WYSIWYG editor

as order history, saved carts,

credit account request and many

company logos, and more

more

Theme Options

Custom CSS

Custom Variables

Customize your site by selecting

Access to custom CSS for advanced

Create your own custom variables

theme options that include main

users via our theme options

for HTML widgets

color, font type, size, and color, button styling, and more

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Marketing & Merchandising Tools Spinstak Agency Services

Banners

Rewards & Loyalty Programs

Marketing guidance from our

Create marketing and

Automatically award points to

in-house digital marketing

merchandising banners and add

customers when they make a

managers with years of experience

them to webpages, category pages,

purchase on your site or manually

in B2B eCommerce and HubSpot’s

product pages, account dashboards,

award points for actions of your

CRM platform

and more

choosing

Product Badges

Blog

Abandoned Carts

Create colorful badges with

Create a full blog with custom blog

Create different abandoned cart

customized verbiage to highlight

post layouts, categories, sticky posts,

rules for various customer types, fire

promotions, green products, new

featured images, and custom blog

automated events, and view

items, popular items, and more

no search results found layouts

abandoned cart reports

Newsletters

Catalog Containers

Google Shopping

Integrated with popular email tools

Create and assign a unique product

Restrict a user’s product mix to

including HubSpot, Constant

catalog mix per customer and/or

priced items only

Contact, Intercom, and Mailchim

account

Recommended Products

Item Swaps

Promotions

Set related products, up-sells, and

Add or import targeted forced or

Create discount, BOGO, product gift,

cross-sells to encourage shoppers to

suggested item swaps when

and coupon code promotions

buy more

shoppers add a particular item to their cart or basket

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Search Engine Optimization URLs

Google Microdata

Non-Product Data

Automatically create search engine

Support for Google’s microdata

Ability to incorporate non-product

friendly URLs

format

data into search results

Title Tags & Meta Data

Google Search Console

Breadcrumbs

Auto-population of title tags and

Generate custom sitemap and

Auto-generated breadcrumbs for

meta data

robots.txt files for Google Search

easy category navigation

Console

Meta Titles, Descriptions, & Keywords

Load Speed

Fully customizable Meta Titles,

default

Lightning-fast page load speed by

Descriptions, and Keywords

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Analytics & Reporting Google Reporting Tools

Customizable Report Dashboards

Tax Reports

Google Tag Manager, and other

Customizable report dashboard for

purchases made through your store

analytics tools

distributors and end-customers

Product Reports

Sales Reports

Customer Reports

Generate reports about your

Generate sales reports including

Generate reports about your

products including products

orders by date, purchased items by

customers including user email list,

without images, category URLs,

customer, top 50 items sold by date

customer creation, customers last

product count, active brands,

range, sales by SKU, order totals,

order, customers last sign in, user

hidden products, and more

requested quotes, refunds, and

budget, and more

Support for Google Analytics,

Generate tax reports based on

more

Pricing Reports Generate reports about your pricing including expiring contracts, all customer pricing exports, and items with $0.00 list price

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Mobile First Platform Features

Customizations

Widget-Based Customization

All features work seamlessly across

Customizations are respected on

All widget-based customization is

mobile platforms

mobile

respected on mobile

Mobile Priority

Mobile Marketing Content

Barcode Scanning

Mobile priority of widgets can be

Optimized marketing content can

Barcode scanning using mobile

controlled through the interface

be served optionally on mobile

camera

devices

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Distributor Customer Service Edit Orders & Quotes

Order Status Updates

Customer Service Control

Create and edit orders and quotes

Review order history with status

Customer service reps can create

from the admin panel (access can

updates that include new order,

customer accounts, orders, update

be provided to account managers or

dispatched, part dispatched,

products in customers’ shopping

other employees of the distributor

delivered, canceled, in progress,

carts, wish lists, quicklists

ready for pickup, and more

Customizable Email Templates Fully customizable email templates for new order, invoice payment, order tracking, quote received, credit account request and many more

My Account Features

Account Managers

Users can view past orders, saved

Assign a sales rep or employee to a

carts, sales quotes, frequently

customer or account and have them

purchased items and leverage ERP

copied on all order emails

integration features like invoice history

Live Chat Bots

Customer Set-Up

Integrate live chat bots

Manage all aspects of customer set-up

Supplier-Based Shipping Methods Multiple supplier-based shipping methods within a single order

Shipping Rates

Freight Shipping

Tracking

Realtime shipping rates from UPS

Control of pricing for orders

Input and update order tracking

and Fedex

requiring freight shipping

information

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Platform Features & Security Cloud Hosted

Uptime

SSL

Massively scalable with a secure

Industry leading of 99.99%

The entire platform is hosted behind SSL for enhanced security

platform

DDOS Attack Prevention

IP Address Blacklist

Documented APIs

Fully integrated real-time

We have over 1 million IP addresses

Rich integration to ERP systems and

Distributed Denial of Service (DDOS)

in our database from known

other applications through our APIs,

attack prevention. Currently

scrapers and bad actors, all

all documented at

preventing an average of 6,000

autogenerated

http://docs.evoapi.io/

Webhooks

PCI Compliant

Parent & Child Stores

Customizable events enabling deep

Certified PCI Level 1 Service provider:

Multi-Vendor and Multi-Website

integrations

Audits by BSI Cybersecurity

support through parent and child

requests per minute from bad actors

stores

Multi-Tennant SAAS Product

Two-Step Authentication

Fully redundant across availability

Enable two-step authentication

zones, no single point of failure

using your favorite Mobile Authenticator apps

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Menus Unlimited Custom Menus

Mega-Menu

Support for unlimited custom menu

Support for categories, content

creation

pages, links, and images in mega-menu creation

Themes Default Themes

Customizable Theme

Theme Preview

Default system themes available for

Fully customized themes with

Multi-device preview of theme

easy store creation

access to the underlying theme file

changes before publishing

Theme Restoration

Custom Theme Development Custom Variables

Ability to restore to the default

In-house customer theme

Create your own custom variables

theme

development services from our

for HTML widgets

talented Design Team with years of experience designing and developing beautiful EvolutionX websites

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