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OfertPilot · commercial workflow

Features

The essential tools for a consistent, measurable quoting process.

Clearfrom the first request
Controlledwith approvals and history
Readyfor your team
01

Product and service catalog

Import products and manage commercial information in one controlled workspace.

02

Contextual AI assistance

Extract requirements and suggest relevant catalog items while keeping human review in the loop.

03

Branded PDF quotes

Create professional documents with company identity, taxes, discounts and commercial terms.

04

Integrated CRM

Organize customers, requests, quotes and negotiation stages in the same flow.

05

Approval workflow

Your team validates each quote before it is sent to the customer.

06

History and traceability

Keep the context of changes and the status of every commercial document.

See how to start with a workflow built for your team.

In a short demo, we walk through the request, catalog, quote and approval flow.

Request a demo ↗