Offera
The facts below are what the maker publishes about Offera, checked and dated. Our editors have not written about it yet.
Plans and prices
From Offera's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free | Free | Free workspace; test the quote flow |
The facts
Each one read from Offera's own pages, with the date it was checked.
What it does
- AI parsing
- AI parsing turns customer messages into structured draft data, while the product catalogue remains the source of truth.checked 12 Oct 2026
- Analytics and reporting
- Yeschecked 20 Sep 2026
- Audit context
- Request, quote, approval, and sync actions are linked in a timeline for investigation and reporting.checked 12 Oct 2026
- Built-in e-signatures
- Yeschecked 20 Sep 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.checked 12 Oct 2026
- Client activity tracking
- Yeschecked 20 Sep 2026
- Compliance
- The maker describes GDPR/DSR rails as part of its lifecycle controls.checked 12 Oct 2026
- Custom branding
- Yeschecked 20 Sep 2026
- Integrations
- The maker lists Documenso, QuickBooks, Xero, WooCommerce, and Stripe workflows; connector availability depends on plan and setup.checked 12 Oct 2026
- Intended users
- Offera describes its workspace as built for teams that quote, sell, and deliver, including sales and operations teams.checked 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.checked 12 Oct 2026
- Online payment collection
- Yeschecked 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.checked 12 Oct 2026
- Product catalogue
- The catalogue stores product attributes, prices, variants, and photos, supports CSV imports, and can power AI matching.checked 12 Oct 2026
- Purpose
- Offera helps sales and operations teams turn customer requests into tracked quotes, approvals, PDFs, signatures, and accounting updates.checked 12 Oct 2026
- Quote tracking
- Quote statuses include pending, approved, rejected, sent, viewed, and expired, and can be used for follow-up and reporting.checked 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.checked 12 Oct 2026
- Security
- The maker says company-scoped records and route guards partition operational data across workspaces.checked 12 Oct 2026
- Support
- Users can contact support from the support area or the official support email, and requests are tied to workspace context.checked 12 Oct 2026
Money
- Free plan
- Yeschecked 20 Sep 2026
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