This project involved designing and building a custom B2B invoicing portal for select clients to submit product orders directly for invoicing. The goal was to streamline a previously manual ordering process while enforcing business rules around product availability, quantities, and location-based access. The result was a secure, scalable client-facing experience tightly integrated with HubSpot data and deal workflows.
Role & Scope
-
Front-End CMS Developer
Collaborated with an integration developer
-
I led the front-end architecture and portal experience, focusing on usability, validation, and client-specific customization. I worked closely with an integration developer who built the supporting API endpoints that connected the portal to HubSpot for data retrieval and deal creation.
The Challenge
The existing invoicing process relied on manual coordination between clients and internal teams, creating friction around product selection, quantity validation, and order submission. Business rules—such as location-specific availability and quantity constraints—were difficult to enforce consistently, and order data had to be manually translated into deals for invoicing. The challenge was to create a client-facing solution that reduced back-and-forth while integrating cleanly with existing CRM and billing workflows.
The Solution
I built a secure, client-facing invoicing portal using Vue.js that allowed approved users to select products, configure quantities, and submit orders for invoicing in a single flow. Product listings were dynamically filtered by client location, ensuring users only saw items available to them, while quantity controls enforced minimums, increments, or both to prevent invalid submissions.
The portal consumed custom API endpoints created by an integration developer to pull contact, product, and deal data from HubSpot. Upon submission, validated order details were sent back through the APIs to automatically create deals, removing the need for manual data entry. I also developed custom transactional email templates to notify clients of successful submissions, provide invoice links, and communicate order status updates.
The Outcome
The finished system replaced a manual, error-prone invoicing workflow with a streamlined self-service portal. Clients gained a clear, guided ordering experience with built-in validation, while internal teams benefited from consistent, structured deal creation and automated communications. The portal established a scalable foundation for managing B2B orders through HubSpot while maintaining flexibility to adapt product rules and client access over time.