Automate boring, error-prone tasks so you can focus on your expertise and business management.
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.
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.
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.
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.
Every offer has two sides: the price your customer sees — and the margin you defend. Spreadsheets only see the first.
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.
Quote faster. Protect the margin.
saved per offer vs. spreadsheets
of lines margin-checked automatically
source of truth, quote → delivery
Good questions
Start quoting in minutes.
Free to try. Create your workspace, add a customer, send your first margin-checked offer today.