Offera feature set
Offera brings products, customers, quotes, channels, team permissions, and reporting into one practical workflow. Each feature below is written to match current product scope and provider-dependent limits.
Live workflow
Quote work stays organised
Catalogue
Channels
Reports
Connected conversations
Status and revenue view
What teams can run inside Offera
These cards describe the operating surfaces currently supported by Offera, with careful wording for plan, provider, credit, permission, and template dependencies.
Catalogue + CSV import
Keep every product in one catalogue: attributes, prices, variants, photos. Import in bulk via CSV, group with categories, and reuse on any quote without retyping. The catalogue also powers AI matching when a customer describes an item rather than naming it.
Send from your own address
Connect your business email and send quotes from your own address with your branded signature. Replies thread back into Offera, and when an e-signature provider is connected, the customer’s signed acceptance is captured automatically.
Credits and replies
Use purchased SMS credits to share quote links, reminders, or permitted customer updates. Replies and opt-outs are handled through supported providers and compliance settings.
Multi-channel workspace
Bring customer conversations from WhatsApp QR/Web, Telegram, email, SMS, web forms, and other supported channels into one operating flow.
PDF and secure links
Prepare clear quotes from customer, product, tax, discount, and template data, then share them as PDFs or secure links.
Customer context
Customer and company details captured during quote work remain available for later follow-ups, customer lists, and repeat sales activity.
Visual quote materials
Attach product images and reuse them in quote materials when the selected template supports visual product presentation.
Tracked decisions
Track quote states such as pending, approved, rejected, sent, viewed, and expired, then use those states in follow-up and reporting.
Plan-based seats
Create team users, assign roles and permissions, and scale seats according to the active plan, including unlimited seats on Pro Max.
Time-based insight
Review quote counts, totals, status distribution, and sales movement across daily, weekly, monthly, and yearly views.
Guided workspace
A focused workspace keeps quote creation, customer data, products, and communication actions close together so teams can move quickly.
Workspace-aware help
Reach Offera from the support area or the official support email; requests stay tied to workspace context for clearer follow-up.
Access from connected devices
Offera runs as a cloud workspace, so teams can continue from connected browsers and devices without relying on one local computer.
Availability note
Channel delivery, SMS usage, e-signature, sender identities, and unlimited team seats may require the relevant plan, connected provider, credits, approved sender setup, customer permission, and compliance with applicable rules.