Octomate
· Invoicing & Quotes
Quotes and documents without copy and paste
We automate the preparation of quotes and admin documents. You review and approve what is needed before it is sent.
· The problem
The paperwork that eats your evenings
Gathering data, preparing the quote, tidying it up and remembering to follow up. Necessary tasks that do not grow your business.
- Data scattered across emails, messages and spreadsheets.
- Quotes that take days to go out.
- Mistakes when copying information between tools.
· Explore the impact
From daily friction to a practical improvement
Select each point to see where the solution helps and what changes in your business.
· Benefits
What changes in your business
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Faster quotes
Information is gathered and organised so the quote is ready sooner.
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You have the final say
We build in human approval at the steps that need it.
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Fewer manual errors
Data moves between tools without retyping it.
Features
- Quote preparation.
- Information gathering.
- Document automation.
- Quote follow-up.
- Integration with compatible admin tools.
· How it works
A quote, with no in-between work
How a request becomes a sent quote.
- A quote request comes in.
- The required data is gathered.
- The document is prepared automatically.
- Your team reviews and approves it.
- It is sent and tracked.
Frequently asked questions
Is anything sent without me reviewing it?
Only if you decide so. We define with you which steps need human approval.
Does it work with my invoicing software?
If your admin tool allows integration, we can connect it. We confirm this in the initial analysis.
Which documents can be automated?
Quotes and other documents with a repeating structure. We review with you which ones make sense.
Want back the time paperwork takes from you?
Tell us how you prepare quotes today and we propose how to speed it up.
Speed up my quotes
