Surface detail
Capture demand
Requests from connected channels enter one queue with customer context preserved from the first touchpoint.
- Multi-channel intake with one state model
- Customer context stays tenant isolated
Quotes, customers, channels, and payments in one flow
Create and send better quotes without chasing work across tools.
Offera helps sales and operations teams turn WhatsApp, email, web, and chat requests into tracked quotes, approvals, PDFs, signatures, and accounting updates.
- Create a workspace and first quote quickly
- Track customers, products, approvals, and quote status
- Add channels, e-sign, payments, and accounting as you grow
Incoming request
WhatsApp • Retail fixture update
Need 24 custom fixtures for new store layout, include install timing and phased payment terms.
- 1Customer request arrives
- 2Products and customer details are organised
- 3Quote draft and PDF are prepared
- 4Approval, signature, and follow-up are tracked
- 5Payment and accounting stay connected
How it works
One place for the quote work your team repeats every day.
Capture the request, prepare the quote, send it, track the answer, and keep the customer record together.
Shared workspace
Your team sees one operational record for each customer request instead of rebuilding context across separate tools.
Customer, product, and quote records in one workspace
Background workers for PDFs, follow-ups, and sync
Locale-ready text and permissions across the flow
Connected work
Start with one channel, then connect the rest when the team is ready.
Offera keeps customer requests, product data, quote PDFs, signatures, payment status, and accounting handoffs connected.
Channel surface
Customer messaging
WhatsApp
WhatsApp QR
Telegram
Instagram DM
Facebook Messenger
LINE
Email, web and SMS
Email
Web form
SMS
Team collaboration
Slack
Microsoft Teams
Discord
Providers
360dialog
Twilio
MessageBird
Channel adapters are enabled per workspace.
Integration surface
1Documenso e-sign path
2QuickBooks sync flow
3Xero sync flow
4WooCommerce order intake
5Stripe payment capture
Accounting and payment connectors run in connected workspaces based on plan and setup state.
Customer payments
Get paid in the same flow.
Add a Pay button under approved quotes. Customers stay on Offera, settle the bill, and funds land in your bank account.
Customer payments built in.
Once a customer accepts the quote, a Pay button appears in their portal. They never leave Offera — Stripe processes the card, the money lands directly in your account, and the quote auto-marks as paid.
Secured by Stripe
Payment flow
- 1Customer opens the quote and accepts.
- 2Stays on Offera, enters card or local payment method.
- 3Funds land in your bank via Stripe payout.
Example flow
What a team can do in the first few minutes.
Create a workspace, add customer and product context, prepare a quote draft, and see the next action without switching systems.
Quote workspace snapshot
example flowQ-4821 · Northfield Retailpending approval
24 fixture units + install timeline + phased payment terms
Estimated totalVisible inside workspace pricing rules
Flow timeline
- 1Request arrives
- 2AI parse completed
- 3Draft quote prepared
- 4Approval + signature path
- 5Sync into connected systems
Example flow only. Your available channels and automation depend on plan and setup.
Studio scope
Built for teams that quote, sell, and deliver.
Offera is the main product: a workspace for quote management and customer follow-up. Offera Studio also builds and supports practical software around business workflows.
The product stays focused while the company can support the wider software work needed around it.
Software development
Business and domestic software development for operational workflows, internal tools, and customer-facing systems.
IT consultancy
Technical advice for architecture, integrations, delivery planning, and platform decisions.
Software publishing
Product release, packaging, and support for software we publish and maintain.
IT services
Hands-on technology support across integrations, workflows, and connected service operations.
Trust and controls
Clear daily work with the controls a real business needs.
Customer data, quote history, permissions, locale rules, and audit context stay connected as the workspace grows.
Tenant isolation by design
Company-scoped records and route guards keep operational data partitioned across workspaces.
Locale and compliance controls
LMS contract, locale resolution, and GDPR/DSR rails are designed to run inside the same lifecycle.
Action-level audit context
Request, quote, approval, and sync actions stay linked in one timeline for investigation and reporting.
Contact
Send us a message
Use this form for questions, partnership notes, or launch access. We reply by email, so the email address is required.
We use this address for the reply because the web form cannot receive follow-up messages.
Start with a free workspace and prepare your first quote.
Use the free plan to test the quote flow, then add more channels, users, storage, and integrations when your operation needs them.