CDS Visual Launches Partner Exchange to Help Industrial Manufacturers Simplify Partner Collaboration and Accelerate Commerce

Cloud-based platform unifies partner self-service, commerce, quoting and service workflows with CRM and ERP systems

DOWNERS GROVE, Ill., Oct. 29, 2026 — CDS Visual, a Dover company, today announced the launch of CDS Partner Exchange™, a cloud-based platform that helps industrial manufacturers connect and automate collaboration with distributors, dealers, customers and other business partners.

CDS Partner Exchange brings partner self-service, commerce, quoting, order visibility, onboarding, warranty and returns management into one connected experience. The platform links partner-facing activity with CRM, ERP, e-commerce and service systems to help manufacturers reduce manual processes, lower cost to serve, and improve operational visibility.

“Manufacturers often manage partner engagement across disconnected systems and manual processes,” said Anna Harkins, General Manager at CDS Visual. “CDS Partner Exchange gives partners a single place to access information, transact and collaborate, while giving manufacturers greater visibility and control across the commercial lifecycle.”

CDS Partner Exchange helps manufacturers enable partners, execute commercial transactions and connect partner activity with core business systems through capabilities including:

  • Partner Self-Service: Provides partners, distributors, dealers, customers, and field service technicians with 24/7 access to view orders, alerts, and quotes through a single interface, lowering service costs while improving the user experience.
  • Flexible Cloud Deployment Multi-tenant SaaS solution that can be configured as a stand-alone partner portal or integrated with existing ERP and e-commerce systems to unify product, parts, and service sales.
  • Partner Onboarding and Management: Streamlines onboarding, access provisioning, and ongoing partner management with configurable workflows.
  • CRM-Connected Workflows: Extends beyond standard CRM connectivity with workflow-driven integration, enabling seamless coordination between internal teams and partners.
  • ERP and Back-Office Connectivity: Natively connects partner interactions to ERP systems, eliminating transaction friction through real-time visibility into orders, inventory, pricing, and operational data.
  • Embedded Commerce: Enables partners to browse products, manage favorites, and transact directly within the portal, bridging the gap between enablement and revenue execution.
  • RFQ (Request for Quote) and Quote Management: Supports structured quotation processes, accelerating deal cycles and improving pricing accuracy.
  • Warranty and Returns Management: Simplifies the submission of warranty claims and returns with guided workflows and real-time status tracking.
  • Engagement Analytics: Provides visibility into partner activity and engagement, linking content usage and behavior to intent and outcomes.

Visit cdsvisual.com to learn more about CDS Partner Exchange.

About CDS Visual

CDS Visual, a Dover company, is a cloud-based provider of visualization, commerce, and workflow automation solutions trusted by some of the world’s leading industrial manufacturers. Its visual-first engineering and commercial experience platform transforms complex engineering and product data into connected, interactive digital experiences. Since 2005, CDS Visual has helped manufacturers empower customers, partners, sales teams, and service organizations to confidently explore and configure products, identify the right spare parts, follow digital work instructions, and complete transactions faster. Together, these capabilities help manufacturers grow revenue, improve productivity, reduce support costs, and make it easier to do business.

Visit us at www.cdsvisual.com and follow us on LinkedIn for more information.