Quoting · CPQ · Margin · Automation

Quotes that win, margin you can see.

Reseller Tool turns messy quoting into a fast, structured flow — line-by-line margin, automated approval rules, pipeline insight, and a clean path from accepted offer to delivery and invoice.

✓ No credit card✓ EUR margins, Tax-ID aware✓ DOCX / PDF export
Everything in one flow

From first quote to final invoice

No more copy-pasting between a spreadsheet, a Word template and your inbox.

📐

Line-by-line margin

See cost, sell price, discount and margin on every line as you type. Guardrails flag a loss or below-target deal before it goes out.

📊

ROI calculator for rentals

Switch an offer to ROI mode for rentals, leasing or equipment financing — payback period, monthly cost and return, computed right inside the quote.

⚙️

Automation & flow rules

Set the rules once: margin/discount/value thresholds auto-route offers for L1/L2 approval, statuses advance by gates, and risky deals never slip out. Per-workspace flow customization is on the way.

📈

Business insight (BI cockpit)

A Super-Admin BI cockpit: sales funnel, win-rate trend, revenue & margin forecast, cash flow and DSO, rep leaderboard and customer concentration — plus a Kanban board and an audit history across every offer.

🧾

Offers, not spreadsheets

Structured offers under Company → Project → Offer. Reusable catalog, templates, revisions and rejection reasons.

📤

Export, preview & share

Clean .docx and .pdf, an inline PDF preview before sending, and a public link to share an offer with the customer.

📦

From quote to delivery

Accepted offers flow into purchase orders, shipping & delivery notes, supplier and customer invoices, and payment tracking — one source of truth.

👥

Customers & Tax IDs

Distinct-by-Tax ID customer memory and fast local autocomplete. The right company, contact and terms are one keystroke away.

🔒

Roles & security

Roles and per-KAM visibility enforced on the server, not just hidden in the UI. Workspaces are isolated; exports and imports are permissioned.

Quote faster. Protect the margin.

60min
saved per offer vs. spreadsheets
100%
of lines margin-checked automatically
1
source of truth, quote → delivery
How it works

Three steps to a signed deal

1

Build the offer

Pick the customer, drop in products, and watch margin update live. Templates and a reusable catalog make it minutes, not hours.

2

Review & send

Thresholds auto-route risky deals for L1/L2 sign-off. Export a polished PDF/Word or share a live link.

3

Win & fulfil

Accepted? Generate purchase orders, track shipping, deliveries, invoices and payments to completion.

What changes

Less admin, more closing

⏱️

Hours back each week

Stop rebuilding the same offer in a spreadsheet. Templates, a reusable catalog and live totals turn an afternoon into minutes.

🛡️

No more margin leaks

Every line is checked against your thresholds — below-target or loss-making offers can't go out without a sign-off.

🔗

One thread, quote to cash

Accepted offers carry straight into delivery and invoicing — no re-keying, no lost handovers.

FAQ

Good questions

Is it really an offer / CPQ tool, not an ERP?

Yes — it does quoting, margin and the path to delivery/invoicing well, and deliberately skips heavy accounting. It complements your ERP, it doesn't replace it.

Do you support EUR margins and Tax IDs?

Money is EUR and formatted for hr-HR; tax IDs are validated. Customers are remembered distinct-by-Tax-ID.

Can I export to PDF and Word?

Every offer exports to a clean .pdf and .docx, and you can preview the PDF inline before sending. Public share links are available too.

How does approval work?

Set margin, discount and value thresholds. An offer that crosses them is routed for L1 (and optional L2) confirmation before it can be sent.

Is my data isolated and secure?

Roles and per-KAM visibility are enforced on the server, not just hidden in the UI. Workspaces are isolated from each other.

Start quoting in minutes.

Free to try. Create your workspace, add a customer, send your first margin-checked offer today.

Start free — no card