- Home
- Proposal Software
- Offera
On the recordRead 12 Oct 202620 facts
Offera
Plans and prices
Free
Free
Free workspace; test the quote flow
Read 12 Oct 2026 · offerastudio.com
On the record
- AI parsing
- AI parsing turns customer messages into structured draft data, while the product catalogue remains the source of truth.offerastudio.com · read 12 Oct 2026
- Analytics and reporting
- Yesofferastudio.com · read 20 Sep 2026
- Audit context
- Request, quote, approval, and sync actions are linked in a timeline for investigation and reporting.offerastudio.com · read 12 Oct 2026
- Channels
- The channel model includes WhatsApp, Telegram, inbound email, web forms, Instagram DM, Facebook Messenger, Discord, Microsoft Teams, Slack, LINE, and SMS, with availability dependent on plan and setup.offerastudio.com · read 12 Oct 2026
- Client activity tracking
- Yesofferastudio.com · read 20 Sep 2026
- Compliance
- The maker describes GDPR/DSR rails as part of its lifecycle controls.offerastudio.com · read 12 Oct 2026
- Custom branding
- Yesofferastudio.com · read 20 Sep 2026
- Built-in e-signatures
- Yesofferastudio.com · read 20 Sep 2026
- Integrations
- The maker lists Documenso, QuickBooks, Xero, WooCommerce, and Stripe workflows; connector availability depends on plan and setup.offerastudio.com · read 12 Oct 2026
- Intended users
- Offera describes its workspace as built for teams that quote, sell, and deliver, including sales and operations teams.offerastudio.com · read 12 Oct 2026
- Limits
- Channel delivery, SMS, e-signature, sender identities, and unlimited team seats may require the relevant plan, provider, credits, sender setup, and customer permission.offerastudio.com · read 12 Oct 2026
- Online payment collection
- Yesofferastudio.com · read 20 Sep 2026
- Payments
- After a customer accepts a quote, Stripe can process payment through a Pay button in the customer portal and the quote can be marked paid.offerastudio.com · read 12 Oct 2026
- Product catalogue
- The catalogue stores product attributes, prices, variants, and photos, supports CSV imports, and can power AI matching.offerastudio.com · read 12 Oct 2026
- Purpose
- Offera helps sales and operations teams turn customer requests into tracked quotes, approvals, PDFs, signatures, and accounting updates.offerastudio.com · read 12 Oct 2026
- Quote tracking
- Quote statuses include pending, approved, rejected, sent, viewed, and expired, and can be used for follow-up and reporting.offerastudio.com · read 12 Oct 2026
- Quote workflow
- Teams can prepare quotes using customer, product, tax, discount, and template data, then share them as PDFs or secure links.offerastudio.com · read 12 Oct 2026
- Security
- The maker says company-scoped records and route guards partition operational data across workspaces.offerastudio.com · read 12 Oct 2026
