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Smart customer intake
Forms, submissions, confirmations and integrations for your existing website.
Get startedFrom inquiry to accepted quote
Capture more inquiries. Follow up faster. Win more business.
OfferAgent is a sales tool that brings smart forms, customer conversations, professional quotes and follow-up into one connected workflow.
Start with what you need today and add more capabilities without changing systems or moving your data.
- Inquiry
- Work queue
- Quote
- Follow-up
- Accepted
What needs attention now?
OfferAgent workspace
Act nowCustomer viewedWaiting for customer
OFF-2026-0142
Solar installation
Northfield Properties
Question 18 min ago
OFF-2026-0138
Service agreement
Aster Workshop
Viewed today 09:42
OFF-2026-0131
Office renovation
Studio Oak
Draft updated 12 min ago
A sales tool that grows with your business
OfferAgent helps businesses turn more visitors and inquiries into customers through smart forms, a shared inbox, professional quotes and clear sales follow-up. You can start with the part you need today and add teamwork, pricing rules, automation, scheduling, campaigns and AI support without changing systems or moving your data.
The problem
Inquiries should not lose momentum on the way to a sale.
When customer details, needs, messages, quote input and next steps are scattered across email, forms and separate systems, response times grow and ownership becomes unclear. OfferAgent connects everything around the customer and the opportunity in one workflow.
Without a connected workflow
- Inquiries disappear into shared inboxes
- Customer details are copied between tools
- Follow-up depends on memory
With OfferAgent
- Every inquiry becomes structured work
- The same customer data follows the entire journey
- The next step is visible to the whole team
One connected workflow
From interest to business, without losing context
- 01
Capture the inquiry
Smart forms and widgets collect the information your team actually needs.
- 02
Sort and prioritize
Source, status, urgency and ownership make the next step clear.
- 03
Create the right quote
Use your own content, pricing rules, options and visual identity.
- 04
Send and communicate
Customers can review, ask questions and accept the quote online.
- 05
Follow up at the right time
Activity, reminders and controlled sequences keep opportunities moving.
- 06
Build the relationship
Customer history, bookings, campaigns and review requests stay connected.
Start where you are
Start simple. Add more when the need grows.
Every level is useful on its own and uses the same account, customers and history.
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Structured sales work
Inbox, work queue, customer contacts, conversations and follow-up.
Get started3 / 3
Professional quotes
Templates, pricing, options, revisions, PDF and online acceptance.
Get startedBuilt for real work
The information stays with the customer, not in isolated features.
Forms and lead capture
Start from a template, adapt the questions and publish by script, embed or button.
Work queue and ownership
See who is waiting, what happened and who owns the next action.
Quotes in your own brand
Create manually or automatically with price lines, rules, options and saved revisions.
Customer communication
Questions, replies, internal notes and delivery history are kept apart but connected.
Controlled automation
Plan reminders and sequences with clear status, pauses and next activity.
Explainable AI support
Summaries and recommendations show their basis while the user remains in control.
Quotes in your own brand
Professional quotes that are easy to create, review and revise
Use your own cover, colors, typography, images and terms. Add price lines, alternatives and add-ons, then let the customer ask questions and accept online.
- Every sent revision remains traceable
- Online acceptance is tied to the correct version
- Web quote and PDF share the same saved content
N
Northform Projects
OFF-2026-0142 · Revision 3
Proposal
Solar installation and commissioning
A complete delivery with installation, testing and documented handover.
Project planning and installation124 000 kr
Commissioning and documentation18 500 kr
Total excluding VAT
142 500 kr
AI with human control
Help the seller decide what to do next
OfferAgent can summarize an inquiry, identify missing information and recommend the next action based on actual customer and quote activity. Recommendations can be reviewed, dismissed or acted on by the user.
Next best action
Based on quote and conversation activity
The customer viewed revision 3 twice and asked about the start date. Reply with available dates before changing the quote.
Review evidenceDismiss
Who it is for
For businesses where response time, clarity and follow-up affect the outcome
Service businessesInstallation companiesConsultanciesProject businessesLocal service providersProfessional sales teams
Questions and answers
Common questions before getting started
Can we use OfferAgent on our existing website?
Yes. Forms and widgets can be installed on an existing website through a script, embed or button.
Do we need to start with the full quote platform?
No. You can start with smart customer intake and add inbox, sales work, quotes and automation later in the same account.
Can quotes be created both manually and automatically?
Yes. A seller can create a quote manually, while forms, Make, APIs and other integrations can provide data for automated flows.
Can we use our own pricing and visual identity?
Yes. Advanced packages support pricing profiles and rules, while quote templates control colors, typography, images, content and terms.
Does OfferAgent work on mobile?
Yes. Public forms and quotes are responsive, and the seller workspace supports the most important actions on mobile.
Is OfferAgent available in multiple languages?
English is the technical fallback and Swedish is available for the first launch. The platform is prepared for additional European locales.
Make every new business opportunity easier to handle.
Start with the capabilities you need today and build further as your business grows.