For sales teams

Send a checkout link, close the deal

Custom-priced checkouts, signed quotes, and the contract details you need without rolling your own.

The Numi offer editor showing layout, product, theme, automation, invoice, and settings controls.
Sales teams need the offer, checkout, product, price, invoice, and automation handoff visible before traffic goes live.

What sales teams use Plandalf for

See more specific patterns in the use-case library.

Where sales teams touch the product

This page should work like a practical implementation map for sales teams: Offers, checkout, payment, integrations, invoices, API work, webhooks, and post-purchase automation all one click away.

The Numi offer editor showing layout, product, theme, automation, invoice, and settings controls.

Build the buying surface first

Sales teams need the offer, checkout, product, price, invoice, and automation handoff visible before traffic goes live.

The Numi integrations settings page showing Stripe, PayPal, TaxJar, and Avalara connection options.

Keep payment and integrations inspectable

Sales teams can connect Stripe, PayPal, CRM, email, tax, API, and workflow tools without hiding the payment path from operators.

The Numi offer editor automation tab showing sequence controls beside the checkout canvas.

Route the purchase event after checkout

After purchase, Sales teams can use Automations, webhooks, and sequences to grant access, update CRM, send fulfilment work, or alert the team.

Feature detail