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(469) 813-7979|edward@quotery.io|Edward — Sales Founder
Quotery

Feature Catalog

Every feature in Quotery, grouped by how work actually flows. Client PDF comes in, delivery note goes out.

Insight Studio — AI builds your dashboards

Ask a question in plain English (or Portuguese, or Spanish), get a production-ready BI dashboard. Connect to every data source in the application — quotes, clients, stock, audit, finance, engagement. Charts, tables, KPIs, layout — all generated by AI. The underlying builder lets you fine-tune every widget, but most dashboards ship straight from conversation to production.

Insight Studio

Insight Studio — Custom dashboards

AI-PoweredAll PlansManager

AI generates complete, production-ready BI dashboards from what you ask for — in any language. Connect to any data source in the application, ask a question in plain English (or Portuguese, or Spanish), and the AI builds the dashboard — charts, tables, KPIs, layout — ready to use. Query quoting, inventory, finance, and engagement data from a single conversational surface. No SQL, no drag-and-drop required unless you want it. The underlying builder lets you fine-tune every widget, but most dashboards ship straight from conversation to production.

AI builds complete dashboards from natural language — charts, filters, layouts, all auto-generated
SQL-backed datasets pull from every application source: quotes, clients, stock, audit, finance (AP/AR), engagement
Drag-and-drop builder for custom layouts, manual widget placement, and SQL editor for advanced users
Audit events available as a queryable dataset — build compliance and operations dashboards in minutes
Dataset types resolved dynamically from backend schema registry with AI-aware metadata
Drill-down support: click any chart segment to inspect the underlying rows with full column metadata

How it all fits together

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