Quoting, approvals, and procurement — all inside your client portal. Explore CloudRadial Storefront →
Self-service is the whole point of a client-facing storefront. But self-service only works when end users actually complete a purchase, and a lot of them don't.
Here's what typically happens: a client logs into the portal, browses the store, adds a few things to their cart, and then stops. Maybe they see a $2,000 total and want approval before committing. Maybe they're not sure if they're picking the right product. Maybe they need a colleague to weigh in. Without a clear path forward, they take it offline (a Teams message here, a screenshot there) and you lose visibility entirely. The deal stalls, or disappears.
Storefront was already a great way for clients to buy. What it was missing was a quicker way to a close. Now MSPs can run quoting, approvals, and rep-prepared carts inside the platform — plus a buyer can share the cart with the budget owner who has to sign off, closing the deal faster.
What's New: Three Cart Flows to Keep Deals Moving
All three features are configurable at the storefront level in the Adaptive Catalog management console, globally or per storefront, depending on your clients' needs.
Request a Quote
When a client isn't sure about their cart — wrong product, sticker shock, needs approval — they now have an option to request a quote instead of checking out or walking away. They can add a message to their rep, ask questions, flag concerns, and submit. The cart stays intact.
On the MSP side, the rep gets a notification with the full cart details and can respond, adjust, or advise before the client commits to anything. It's a friction reducer that keeps the sale alive while the conversation happens.
Share Cart
This one is client-to-client. Instead of a user taking a screenshot and pasting it into a Teams message (where you lose all visibility) they can share their cart directly with a contact in their organization. The approver gets an email with the cart details and can review it within the same portal experience.
Contact lists are pulled from your PSA and CloudRadial, so there's no manual setup required. You can also customize the email template with dynamic variables to match your brand and communication style.
Prepared Carts
This flips the flow entirely. Instead of waiting for a client to visit the storefront and build a cart, you build one for them and send it directly.
Prepared carts are built inside the Adaptive Catalog management console. You pick the products, set the recipient, apply pricing (including markup or custom discounts), configure quantity flexibility, and set an expiration date. The client gets a link that drops them directly into a pre-loaded cart, ready to review and check out, no browsing required.
This is especially useful for proactive outreach ("I think you're due for a hardware refresh. Here's what I'd recommend."), for clients who struggle with analysis paralysis, or for any situation where a customer says, "just send me a quote."
Tip from the webinar: You can send the prepared cart link via the Adaptive Catalog email system, or copy the URL and include it in your own Outlook email so it comes from your domain. Watch the webinar recording below.
HaloPSA Integration: Now Fully Supported
If you've been holding off on Storefront because you're on HaloPSA, that wait is over.
HaloPSA now has full integration parity with ConnectWise and Autotask inside CloudRadial Storefront. The setup works the same way: connect your PSA in CloudRadial UCP, configure your storefront, and you're off. The same cart flows, the same PSA sync, the same checkout experience, all available to Halo customers.
Supported PSAs for Storefront: ConnectWise Manage, Autotask, HaloPSA, Kaseya BMS.
Beyond Hardware: Software, Services, and Managed Plans
One thing worth emphasizing: Storefront isn't just for selling laptops.
You can bundle hardware from distributors like Ingram Micro, TD Synnex, and Pax8 with software licenses (via Pax8, SureWeb, or Ingram Cloud), your own PSA-sourced managed service plans, installation services, security audits, and anything else you've got in your product catalog. A client can buy a laptop, a docking station, a monitor, an installation service, and a managed service plan — all in one checkout.
It's up to you what goes on the storefront and how you bundle it. The more thoughtfully you build your product catalog, the less hand-holding clients need.
Sneak Peek: No-Touch Automated Procurement (Coming Soon)
This was the highlight of the session, and it's worth a closer look even though it isn't in the current release.
Right now, when a client places an order through Storefront, an MSP still needs to manually process the procurement side: create the sales order, submit the purchase order to the distributor, track the shipment. Adaptive Catalog is changing that.
Here's what the no-touch workflow will look like:
- A client pays by credit card (via Stripe) on your storefront
- Adaptive Catalog automatically creates the sales order and purchase order in your PSA
- The purchase order is automatically submitted to your distributor
- Shipping and tracking information flows back into the purchase order as it becomes available
You control the automation thresholds — you can set rules by distributor, order value, and item count to determine what auto-processes and what requires your review. For example: automatically fulfill all Ingram orders under $1,000 with fewer than 5 items; require manual approval for anything above that threshold.
The end state: a client shops your storefront, pays, and the order moves to fulfillment without anyone at your MSP having to touch it. Think of it as your own Amazon: fully self-contained, end-to-end.
Note: This feature is in the next Adaptive Catalog release and not yet available in the current build. Reach out to your account manager for timing.
Questions from the Live Session
Attendees had some sharp questions during the webinar. Here are a few worth highlighting:
What happens when a product goes out of stock? Adaptive Catalog handles this with saved search/dynamic product listings. Instead of pinning a storefront item to a specific SKU, you define product criteria (for example: Dell, 16GB RAM, 14" display, Ultra 5 processor). The storefront automatically shows the best in-stock match from your distributors. When something sells out or is discontinued, the listing updates on its own; no manual SKU management needed.
You can also set up generation-based priority queues: sell through your G8 stock before surfacing G9s, automatically.
Does Storefront work for clients who want Net 30 billing instead of paying by credit card? Yes. For Net 30 customers, you skip the Stripe checkout. The platform creates the won quote or opportunity in your PSA, and you invoice through your normal billing process.
Can you build custom automations triggered by a purchase? Yes. Adaptive Catalog exposes a webhook on a won order, and you can also trigger automations off the won opportunity in your PSA. This opens the door to downstream workflows — onboarding tickets, provisioning tasks, notifications, and more.
Is Pax8 supported? Pax8 is supported as a distributor for real-time pricing and availability. At the Enterprise tier, Storefront can complete Pax8 provisioning automatically.
How to Get Started
CloudRadial Storefront requires CloudRadial UCP (Unified Client Portal). Storefront Starter is available free with a UCP subscription.
And if you want to go deeper on the questions from this session, we've published a dedicated Q&A post: Your Questions Answered: CloudRadial Storefront Webinar Q&A →
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