Start from the catalog, not a blank page
Import products and services from CSV or Excel and reuse them in every quote. Price, unit and VAT rate stay in the catalog so you do not recopy them from other files.
OfertPilot · commercial workflow
A workspace for teams that issue quotes repeatedly: products live in your catalog, totals are calculated automatically, and the document carries your company details.
Import products and services from CSV or Excel and reuse them in every quote. Price, unit and VAT rate stay in the catalog so you do not recopy them from other files.
The subtotal, line or order discount and VAT are calculated by the internal pricing engine, rounded to the minor unit. You can work with tax-exclusive or tax-inclusive prices.
You generate a document with logo, terms and validity. The recommended flow includes a human check; OfertPilot does not send the quote to the customer automatically.
Keep incoming requests and their status next to quotes, instead of losing them in email. You can start with a 14-day trial, no card required.
In a short demo, we walk through the request, catalog, quote and approval flow.