Cii trade portal
Design it in 3D, quote it on the spot, order it from Cii
The Cii quoting and ordering tool for installers. Sit with the customer, build the job on screen, and leave with a quote and a full specification. Free for one user.
How it works
From the front room to the order in one place
- 1
Design
Build it in 3D with the customer in the room.
- 2
Quote
The design becomes the quote. Nothing retyped.
- 3
Spec PDF
Drawings, views and the full spec, ready to send.
- 4
Order
Send the job to Cii with the essentials added.
- 5
Fit
Collect or take delivery and get it in.
The specification PDF
Every quote leaves with a spec the customer can read
The portal turns the design into a clean, branded PDF. Your customer sees exactly what they are buying, and the same document goes with the order.
- Dimensioned drawing of every window and door
- Outside, inside and opening views
- Colours, glass, handles, hinges and locks in one table
- A product list on the front page, so the customer sees the whole job
What is in it
Everything for the job, in one account
3D designer
Openers, colours, glass and thresholds on windows, doors, bi-folds and roof lanterns, viewed from outside and inside.
Quote from the design
The configuration becomes the quote. No retyping sizes into a spreadsheet, no missed add-ons.
Saved projects and customers
Every job stays attached to the customer, with the documents you issued and the stage it reached.
Order forms and documents
The same Cii survey and order forms as the downloads page, plus your own quotes and specifications.
Trade essentials
Hardware, consumables and sealed units ordered against the job instead of a separate phone call.
Deliveries and invoicing
Delivery dates and invoices alongside the order. Rolling out as the portal develops.
Job pipeline
Know where every job is without ringing round
Every quote moves through the same stages on your board. You send it for pricing and place the order. Cii prices it and moves it through production, ready and booked, so you can see what is waiting before you set off.
Coming to the portal
More reasons to run your jobs through it
These are being built now. Join early and you will have them as soon as they land.
Order-ready alerts
A notification in the app and an email the moment your order is ready to collect or out for delivery.
Referral rewards
Rewards for bringing other installers to Cii. Terms to follow.
Spend tracking
See what you have ordered with Cii across the month and the year, job by job.
Trade promos
Offers on the lines you actually fit, shown where you quote and order.
Team members
Add surveyors and sales staff to one account, each with their own sign-in.
Free for one user
The portal is coming soon
Leave your email and we will send you a link the day it opens.