Online Sales
epilot provides a complete online sales workflow -- from product catalog to checkout -- without requiring a separate e-commerce platform.
Sales Flow​
The online sales pipeline connects several platform capabilities into an end-to-end checkout experience:
graph LR
A[Product Catalog] --> B[Journey]
B --> C[Submission]
C --> D[Order]
D --> E[Automation]
E --> F[Contract / ERP Sync]
- Product Catalog -- Define and organize products with flexible pricing models
- Journeys -- Build multi-step customer-facing flows for product selection, configuration, and checkout
- Submissions -- Collect customer data and purchasing decisions
- Orders -- Automatically create orders with computed totals from journey submissions
- Automations -- Trigger downstream processes (contract creation, notifications, ERP sync) based on order events
Key Capabilities​
- Multi-step journeys for selling complex products (e.g., energy tariffs with variable consumption, solar installations with multiple components)
- Automatic order creation from journey submissions via automation flows
- Promo code validation during the checkout flow
- Product availability checks to filter catalog items by location or eligibility
- Customizable branding via the Design Builder and Custom CSS
- Embeddable journeys for integration into external websites and marketing campaigns. See Embedding.
Checkout API​
For headless or custom checkout implementations, the Pricing API provides a public cart checkout endpoint:
POST /v1/public/cart:checkout
This endpoint converts a shopping cart into an order or quote, computing all totals, taxes, and applied coupons. It is designed for use with Publishable Tokens in client-side applications.