What the document contains
The PDF can include company details, logo, line items, quantities, unit prices, discount, VAT, total, validity and commercial terms. Introduction and terms remain editable.
OfertPilot · commercial workflow
PDF quote generator with your company brand
The quote document is the result of your catalog and calculations, not a Word template rewritten every time.
Clearfrom the first request
Controlledwith approvals and history
Readyfor your team
From draft to public link
You can download the PDF or generate a viewing link for the customer. Sending it remains a deliberate action by your team.
The same figure on screen and in the PDF
Document totals use the same calculation engine as the quote editor. There is no separate “presentation” total.
When AI helps
If the operator has configured an AI provider, you can request a wording draft. Prices still come from the catalog. Without that configuration you enter the text yourself and still generate the PDF.
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.
