Operati develops estimating and quoting software that enables SMEs to generate accurate quotes for complex projects in minutes, utilizing guided estimating and a customer quote portal. This technology addresses inefficiencies in project planning and estimation, allowing teams to streamline operations and enhance revenue potential.
Funding
$520K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Creating accurate quotes for complex, custom projects can be time-consuming and prone to errors, often requiring input from technical experts. This can lead to slow response times, lost sales, and reduced profit margins due to inaccurate estimates. Disjointed communication and a lack of a central platform can further complicate the process, leading to confusion and missed deadlines.
Solution
Quotis is an estimating and quoting software designed to streamline the creation of complex quotations, enabling businesses to generate accurate quotes in minutes. The platform features a guided estimating system that allows non-technical users to create estimates by answering simple questions, while a product configurator handles complex calculations and decision logic. A customer quote portal facilitates online collaboration, allowing customers to review options, discuss details, and accept or request revisions. Real-time reporting provides insights into sales performance and customer activity, helping businesses track progress and improve conversion rates.
Target Audience
Quotis targets businesses across manufacturing, supply & fit, professional services, engineering, and construction industries that sell complex products or services requiring custom estimates.
Features
- Guided estimating: Enables non-technical users to generate accurate estimates quickly through a series of simple questions.
- Product configurator: Handles complex calculations and decision logic for custom products and services.
- Customer quote portal: Provides an online platform for customers to review, discuss, and approve quotes.
- Intuitive reporting: Tracks quote status, customer activity, and sales performance in real-time.
- Templated quote designs: Generates quotes from estimates quickly with dynamic text and customizable templates.
- Version control: Manages quote revisions and ensures everyone is working with the most up-to-date information.
- Integration capabilities: Integrates with existing business systems for seamless data flow.
- Role-based permissions: Controls user access and ensures data security.