Sales PortalBusiness Copilot
Edition for complex quotes

Request in. Quote out.

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Test the Business Copilot with real customer requests from your company. We build a free prototype in 1 day — you see immediately whether your quote logic can be mapped, before you buy.

  • 30 days free
  • Swiss Made Software
  • Data stays in Switzerland
  • FADP & GDPR compliant
  • Setup in 1–2 weeks

Trusted by Swiss companies

Deployed at SMEs and large enterprises — developed and hosted in Switzerland.

What the Copilot delivers today

Three real results from Swiss pilot engagements

Cleaning Company

Cleaning service provider · CH

20–30 hours per salesperson per month recovered.

View demo cleaning quote
Building Technology

Building technology company · CH

Small project quotes in minutes instead of hours.

Fiduciary

Fiduciary office with Abacus focus · CH

From a minimal briefing to a precise fee quote in the first 15-minute meeting.

View demo fee quote

References available on request during the sales conversation. Figures come from ongoing conversations and documented customer data, not from marketing estimates.

The calculation bottleneck

From a hidden bottleneck to a structured quote process

The bottleneck rarely sits in sales. It arises between the request and the ready-to-send quote — where internal processing time becomes waiting time for the customer.

Calculation eats capacity

Today: Manual

Up to 2 days of effort per quote

Calculation pulls experts out of day-to-day business

Expertise in the heads of individual experts

Absence or departure immediately creates a bottleneck

New employees take months

Until the first error-free quote within scope

Careless mistakes under time pressure

Wrong items, quantities or prices slip through

Deals are lost

The competition responds faster

Review instead of create

With Copilot

Turnaround time drops to minutes

Instead of hours or days per quote

Expertise in the quote logic

The Knowledge Vault makes implicit expertise usable

New employees productive from day 1

Within the scope of the automated service type

Catalog check prevents errors

No invented items, no hallucinations

Faster customer response

35–50% of deals go to whoever responds first

Source for the 35–50% figure: Google / Corporate Executive Board.

The four Copilot building blocks

Consistent quality throughout the process

Building block 1

Request Parser

Request Parser

Extracts requirements from free text via LLM — email, phone notes, dictation transcript. Optionally with PDF upload for data sheets or customer briefings. No more manual transcription, no more interpreting.

Building block 2

Rule-based Configurator

Rule-based Configurator

The quote logic derives line items from the recognized requirements — rule-based, transparent and traceable. This produces reproducible results, regardless of the day's form.

Building block 3

Catalog Check

Catalog Check

Every line item is checked against your stored service catalog. Only items from your range make it into the quote. This rules out the «wrong item» error class — no hallucinations.

Building block 4

Knowledge Vault

Knowledge Vault

The quote logic carries the expertise for the covered service type — in the system, not in the heads of individual experts. New employees are productive in the defined area from day 1.

Request a free prototype
Is the Copilot right for your case?

Four typical situations where the Copilot makes the difference

The Business Copilot is built for quotes that need explaining. If you recognize one of these four situations, a 15-minute conversation is worth it.

RfP tenders

You respond to structured tenders with predefined formats. The Copilot delivers the consistent baseline quote — you adjust format and specifics.

Complex calculation with Excel

Your calculation today lives in chained Excel macros and experts' heads. The quote logic replaces Excel — traceable and the same for everyone who calculates.

Consistency across locations

Multiple branches, partners or segment specialists quote differently today. One calculation logic — binding for all locations, without a harmonization project.

New customers with a pre-visit

You inspect new customers before submitting a quote. The Copilot delivers the baseline quote before the appointment — the visit verifies assumptions instead of doing the base calculation.

The trust lever

People stay in control

The AI assists — you stay in control. The Quote Editor shows you the prepared quote. You change line items, add services or remove entries before the PDF is generated.

To the prototype offer
Does it pay off?

Does it pay off for your team?

Subscription from CHF 299/month. The calculator uses a conservative setup scenario of around CHF 10,000 — calculate with your real numbers, not gut feeling.

20
4 h
CHF 120
Amortization after
2 months
Savings per month
CHF 9'101
Hours recovered / month
78.3 h

Assumptions: average creation time with Copilot ≈ 5 minutes per quote. The calculator works conservatively with around CHF 10,000 setup + CHF 299/mo. subscription; you'll find the available packages below.

How your quoting process runs

From request to PDF quote — in minutes

Four steps, one smooth dialogue with the Copilot. From the customer briefing to the approved quote, without Excel and without media breaks.

01

Choose a generator

Open the right quote generator — for example «Maintenance cleaning» or «Solar system maintenance».

02

Feed in the briefing

Paste the customer email, dictate a phone note or upload a PDF data sheet. The Request Parser recognizes requirements, quantities and relevant notes.

03

Review in the Quote Editor

Check the pre-assembled quote in the editor — change, remove, add line items. You stay at the wheel.

04

Generate PDF

At the push of a button, the final PDF quote in your company-specific layout is created — ready to send.

Before you buy — see the proof

Your own quote generator, in 1 day. Free of charge.

Instead of slides, we show you your quote. We build a working prototype of the Copilot — with your customer requests, your catalog and your pricing logic.

Live preview: how the Copilot generates a cleaning quote
You provide us

Your documents

  • 2–3 sample quotes (as you send them today)
  • Service catalog with the services you offer
  • Price contributions of the services for the calculation
  • 2–3 sample customer requests (email, phone note, or similar)
Treated confidentially · deleted after the demo if you don't want to proceed.
We build

Quote logic & prototype

  • We model your quote logic from the sample data
  • We configure a generator on your catalog and your prices
  • We test the prototype with your real customer requests
  • Total time on our side: 1 day
No effort on your side between briefing and demo.
You see

The demo — 15 min

  • We enter your customer request into the Copilot
  • You see the Quote Editor with your real line items
  • You receive the generated PDF quote to take with you
  • Joint Q&A: is this a fit for us?
No slides. No buying pressure. Your data, your result.
Request a free prototype
No obligation · demo usually within 5 working days · 30 days free after go-live
Pricing

Three tiers — one product

Base

Sales PortalBusiness Copilot

CHF 0one-time setup+ CHF 299 / month

Your entry point with the quote logic from the free prototype demo. You adjust prices and services in self-service. 30 days of operation free after go-live.


  • 1 quote generator with your quote logic (from the prototype demo)
  • Price and service adjustments in self-service
  • 30 days of operation free after go-live
  • Max. 5 employee logins
  • Unlimited quotes (fair use) · no transaction fee
  • Cancel monthly · hosting in Switzerland · FADP and GDPR compliant
Request a free prototype
Most chosen
Plus

Sales PortalBusiness Copilot

CHF 1'999one-time setup+ CHF 299 / month

Three quote generators for three service types. In addition to the prototype quote logic, Quatico models two more quote logics once as a consulting service.


  • Everything in Base, plus:
  • 2 additional quote generators (3 in total)
  • Guided setup: 2 quote logics once as a consulting service
  • PDF layout in your corporate identity
Request a free prototype
Growth

Sales PortalBusiness Copilot

CHF 9'999one-time setup+ CHF 299 / month

Up to ten quote generators for your entire service portfolio. Quatico models up to seven more quote logics once as a consulting service.


  • Everything in Plus, plus:
  • Up to 7 more quote generators (up to 10 in total)
  • Extended guided setup: up to 7 quote logics once as a consulting service
Request a free prototype

Upgrade anytime without data loss. On upgrade, only the difference is charged — for example Base → Plus = CHF 1'999, Plus → Growth = CHF 8'000.

Still have questions?

Frequently asked questions

Business Copilot

You're a smaller service provider and don't need the full guided setup? We're working on a self-service edition with leaner pricing models.

Reserve early access

Let's talk

30 days free after go-live. Want to see how Sales Portal Business works in your context? We build a prototype with your data within a day — free and without obligation.