Five things. One platform. No fluff.
AI reads client PDFs, matches every line to your catalog, and lands a draft quote in under a minute. Drag-and-drop editor, one-click client portal, mobile driver app, and conversational analytics — all in 3 languages, all included.
Drop a client PDF. Get a draft quote in under a minute.
AI reads PDF, Excel, CSV, or pasted text — pulls out every line, spots section headers, matches products to your catalog across 4 code columns, and flags anything it isn't sure about. Only unmatched lines go through AI, so you only pay for what actually needs it. The matching engine runs deterministically first — exact SKU matches, alias lookups, and historical pairings are resolved before anything touches an LLM. This keeps your costs predictable and your results consistent run after run.
Type a round number. The discount figures itself out.
Drag sections around, use keyboard shortcuts, add per-line notes. Brand your quotes with your logo, accent color, and localized labels. Gapless per-year numbering so nothing goes missing — every quote gets a unique Q-YYYY-NNNN identifier that auditors love. Branded PDFs in one click, with your logo, colors, and custom footer. The editor supports mixed tax rates per line, section-level subtotals, and a round-total mode where you type the final number and the discount back-solves to the cent.
Client types their name and hits accept. No login. No friction.
Send a branded portal link. Your client reviews the quote, types their name, clicks Accept — that's a binding e-signature with SHA-256 verification. Or they can ask for changes right there. The whole conversation lives on one page, with every message, revision, and acceptance timestamped. No account creation, no password to forget — each portal link is a revocable token that expires when you say it does. Sales reps get notified the moment a client accepts or comments.
Driver confirms delivery with photos. Stock updates on the spot.
Delivery notes are created automatically when a quote closes — no manual data entry. Your driver opens the mobile app, scans the QR code on the picking sheet, captures photos at drop-off, and taps confirm. Stock updates on the spot, and the fulfillment record is closed. Every stock movement is recorded on an append-only ledger — you'll never have to wonder where your inventory went or who moved what. Multi-warehouse support means each line item can ship from a different location, with per-line origin tracking.
Ask your business anything. Get answers in seconds.
"Which products haven't sold in 90 days?" "Show me top clients by revenue." "What's my pipeline look like?" — ask in English, Portuguese, or Spanish and get plain-language answers backed by real-time data. Every morning the AI puts together a Daily Brief with action cards tuned to your role: slow-moving stock to discount, quotes stuck in draft, clients who haven't ordered in 60 days. Five dashboards cover quote pipeline, revenue trends, stock turns, fulfillment SLAs, and team performance across 13 report modes. No SQL required.
And everything else that keeps a business running
Multi-tenant architecture · 48 permission codes · 5 standard roles · Custom groups · Audit trail · UI, emails & PDFs in 3 languages · Stripe billing · Returns & consigned stock · Finance approval gate · Supplier management · Product catalog with temporary products · Stock adjustments · Notifications · Streaming CSV exports · OpenAPI spec