Create manually when the sale is unique
Choose a customer, template and pricing profile, adjust the content and price rows, preview and send. The fullscreen revision workspace keeps the customer conversation and quote together while you work.
Quote software
Quote software for professional quotes and faster follow-up
OfferAgent is quote software for creating, sending, revising and following up professional quotes. Start manually or reuse customer details from a form, Make or an API. The same saved version drives the web quote, PDF and online acceptance, while the work queue shows when the customer views, asks a question or needs follow-up.
- Create manually or from an incoming inquiry
- Works on mobile and desktop
- Keep the same customer data through the sale
OfferAgentAWAITING RESPONSE
Quote OA-2026-0142
Service and installation
Example Customer Ltd · Valid for 30 days
- Installation and commissioning
- SEK 38,500
- Service package
- SEK 6,900
Total including VAT
SEK 56,750
Less quote administration. Better control of the sale.
Customer details should not be copied between email, documents and spreadsheets. Prices should not be recalculated in several places, and you should not have to guess whether the customer has seen the quote. OfferAgent keeps the quote input, pricing, customer conversation, revisions and follow-up in one connected workflow.
From customer input to an accepted quote in five steps
- 01
Bring in the customer details
Create the quote manually or reuse contact details, needs and source from a form, Make, webhook or API.
- 02
Choose a template and calculate the price
Add price rows yourself or use a tested pricing profile for fixed prices, units, packages, discounts and fees.
- 03
Adapt and preview
Use your logo, colors, images, standard text and terms. Preview the web quote and PDF before sending.
- 04
Send and follow customer activity
See when the quote is delivered and viewed, and whether the customer asks a question or requests a change.
- 05
Revise or record acceptance
Create a new version when scope or price changes. Online acceptance records the exact version and totals the customer reviewed.
Two ways to create a quote
Use the working method that fits the sale. Both paths end in the same traceable quote workflow.
Automate recurring input
Let a form, Make flow or API prepare a traceable draft from incoming details. You decide whether a seller reviews it or an approved automation continues the flow.
The seller sees the next action, not just a status
The seller view keeps the current revision, value, owner, customer activity and next action together. It uses the same work-queue concepts as the signed-in product.
- The customer viewed the current revision
- A customer question is waiting for a reply
- The quote can be opened and revised from the same work surface
Quote OA-2026-0142
REPLY TO CUSTOMERRevision 3 · SEK 56,750
Customer
Alex Andersson
alex@example.com
Owner: Seller A
In the seller workspace
Open the quote, reply to the customer and create the next revision.
Customer viewed 12 minutes ago
Revision 3
Question about start date
Waiting for reply
Follow up today
Next recommended action
See how a complete quote is presented
This fictional but fully rendered example shows scope, price rows, VAT, terms and selected options using the same public template component as the quote library. It cannot be accepted and contains no real customer data.
Public template exampleFICTIONAL · NON-BINDING
Inspection and repair of ventilation unit
Example Customer Ltd · Quote EX-2026-001
Scope
Initial inspection, planned repair and documented functional test. Hidden faults and additional parts require a revised quote.
Price rows
All amounts in SEK- Call-out fee
- Travel and service vehicle
- Quantity1 visitUnit priceSEK 1,250AmountSEK 1,250
- Service labour
- Inspection, repair and functional test
- Quantity5 hourUnit priceSEK 890AmountSEK 4,450
- Replacement parts
- Specified standard components
- Quantity1 itemUnit priceSEK 3,600AmountSEK 3,600
- Selected annual maintenance option
- Annual inspection selected in this example Selected option
- Quantity1 yearUnit priceSEK 4,900AmountSEK 4,900
- Subtotal
- SEK 14,200
- VAT 25%
- SEK 3,550
- Total including selected options and VAT
- SEK 17,750
- Customer price
- SEK 17,750
Example terms
- Hidden faults are excluded
- Additional parts require approval
- Recurring service begins only after explicit agreement
Everything needed for professional quotes
Reusable templates and your own design
Reuse structure, standard text and terms. Control cover, logo, colors, typography, images, header and footer separately from pricing.
Flexible price rows and tested pricing rules
Work with manual rows or pricing profiles for fixed prices, unit prices, packages, discounts and fees. The seller reviews the result before sending.
Web quote and PDF from the same version
The browser view, printable PDF and acceptance record use the same saved document and calculated totals.
Sent versions remain intact
When price, scope or terms change, create a new revision. The previous sent or accepted version remains in history.
Customer questions connected to the sale
Questions from the public quote are surfaced in the work queue and open together with the relevant quote.
Online acceptance with the correct totals
OfferAgent records which revision, content and calculated price the customer accepted.
Follow-up based on customer activity
Use delivery, viewing, questions, contact history and planned follow-up to choose the next action.
Separate additions after acceptance
An additional offer can be presented after acceptance without silently changing the already accepted quote revision.
A clear experience for the customer
The customer opens a secure link and can act without creating an account or installing anything.
Readable web quote and PDF
Scope, price rows, terms and attachments are presented for mobile and desktop from the same saved content.
Questions stay with the quote
The customer can ask a question or request a change. The seller sees the message together with the quote instead of searching separate email threads.
Accept the current version online
Acceptance is tied to the revision, document and calculated totals the customer reviewed.
A work surface for the seller
After sending, the focus moves from editing the document to winning and progressing the sale.
See what needs action now
The work queue highlights unanswered questions, first contact, recent views, waiting customers and planned follow-up.
Keep ownership and contact history visible
See who owns the sale, document calls and emails and set the next follow-up date so the team does not duplicate work.
Revise during the conversation
Open the quote workspace, adjust price rows or content and create a new revision without losing the previous sent version.
What does OfferAgent not decide for you?
OfferAgent structures the workflow and calculates from your tested configuration. You remain responsible for the quote's scope, price, terms, recipient and approval.
- Pricing rules must be configured and tested before use
- A person reviews changes to price, scope or terms before sending
- Accounting, ERP and legal advice remain separate responsibilities
Quote software compared with a document-only workflow
Customer data
- Word/PDF only
- Copied manually
- OfferAgent
- Follows the opportunity
Starting point
- Word/PDF only
- Empty document or copied file
- OfferAgent
- Manual start or connected customer input
Pricing
- Word/PDF only
- Calculated in separate files
- OfferAgent
- Saved price rows and tested profiles
Revisions
- Word/PDF only
- Files and filenames
- OfferAgent
- Saved immutable sent versions
Customer questions
- Word/PDF only
- Separate email threads
- OfferAgent
- Connected to the relevant quote
Customer activity
- Word/PDF only
- Often unknown
- OfferAgent
- Delivery, views, questions and acceptance
Follow-up
- Word/PDF only
- Calendar or memory
- OfferAgent
- Activity and next action
Acceptance
- Word/PDF only
- Email or signed file
- OfferAgent
- Online and tied to the saved revision
Is OfferAgent quote software right for you?
The quote solution is designed for service, project and sales businesses that want to start simply and add more control as their workflow grows.
- You create recurring or detailed quotes and want to reuse templates and pricing logic.
- You need both manual quotes and drafts prepared from forms, Make or an API.
- Quotes are often revised after a call or customer question.
- One or more sellers need to see ownership, contact history and the next action.
- You want to begin with quote creation and later add pricing rules, automation or AI support in the same service.
Questions about quote software
What is the difference between a quote template and quote software?
A template helps format one document. Quote software also keeps customer data, pricing, sent revisions, customer activity, acceptance and follow-up connected.
Can I create quotes manually?
Yes. Choose or create a customer, select a template, add or calculate price rows, preview and send. Available automation and pricing controls depend on your plan.
Can an inquiry prepare a quote automatically?
Yes. A configured form, Make flow or API can prepare a traceable draft. Your workflow decides whether a seller reviews it or an approved automation continues.
Can a sent quote be edited?
A sent version remains unchanged. The seller creates a new revision, reviews it and sends that version instead.
Can the customer accept on mobile?
Yes. The public quote is responsive and acceptance is recorded against the revision the customer reviewed.
Can the customer ask questions about the quote?
Yes. Questions and change requests from the public quote are connected to the sale and surfaced to the seller for a reply.
Can I create a PDF?
Yes. The web quote and PDF are generated from the same saved document and pricing basis so the formats do not silently diverge.
What does the quote software cost?
Current plans, included capabilities and billing intervals are published on the pricing page. Start with quote creation and add team or automation capabilities when needed.
Does OfferAgent replace our accounting system?
No. OfferAgent manages intake, sales work and quotes. Accounting remains in the appropriate accounting or ERP system.
Ready to bring the quote workflow together?
Compare the quote plans or book a walkthrough using one representative customer journey from your business.