Everything you need to quote — nothing you don't.
A focused tool that makes offers fast, protects your margin, and carries the deal all the way to delivery and payment.
Compose
Company → Project → Offer hierarchy, reusable products and templates, live totals and ROI, DOCX/PDF export and an inline preview.
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.
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.
Control
Margin/discount/value thresholds, L1/L2 confirmation, calculation freeze on send, rejection reasons, revisions.
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.
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.
Complete
Purchase orders by supplier, shipping & delivery notes, supplier/customer invoices, advance & payment ledgers, to a clean "Completed".
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.
See it on your own offers.
Spin up a free workspace and import a customer in minutes.