Building Technology
Building technology company · CH
Small project quotes in minutes instead of hours.
Sales PortalBusiness CopilotEdition for complex HVAC-SE project quotes
Heating Project request in. 15-minute review out.
Heating
Project request in. 15-minute review out.The Copilot pre-calculates — you review and approve.
30 days free after go-live. End the calculation marathon: the Copilot pre-calculates the HVAC-SE quote, you review and approve. Structured capture directly on site instead of paper chaos and Excel mess — no media breaks all the way into the CRM/ERP.
- 30 days free
- Swiss Made Software
- Data stays in Switzerland
- FADP & GDPR compliant
- Setup in 1–2 weeks
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.
Fiduciary
Fiduciary office with Abacus focus · CH
From a minimal briefing to a precise fee quote in the first 15-minute meeting.
References available on request during the sales conversation. Figures come from ongoing conversations and documented customer data, not from marketing estimates.
Reality check: individual, but rule-based
From a calculation marathon to a 15-minute review
Yes, your services are individual. But the building blocks underneath are rule-based: service modules, surcharges, tiers, dependencies, standard line items. We digitize the logic, not the expertise. Result: the Copilot prepares, your expert reviews and approves.
Media breaks + Excel chains
Today: createOn-site notes end up in Excel at the office
Paper, photos, laser measurements → Excel/Word → quote
Project managers calculate instead of leading
Hours to days per quote, depending on project size
CRM/ERP is not the calculation engine
HubSpot, bexio, SAP: good for pipeline & processing — not for cross-trade quoting logic
Groundwork in the portal, handover to the CRM
With Copilot: review & approveStructured capture directly on site
End the paper chaos: data as structured fields instead of free text + Excel
Copilot pre-calculates line items rule-based
Apply rules, derive quantities/modules, prepare variants — traceable and reproducible
15-minute review instead of creating
The expert reviews, corrects, approves — and generates the PDF
Smart entry point for CRM/ERP
The portal is the entry point: it delivers clean deals, line items and data for HubSpot, bexio or SAP
Typical leverage in the pilot: 80–90% less time per quote — from hours/days to a review in minutes.
How the HVAC-SE quote runs
Capture on site. Just review at the office. just review
No duplicate data entry: on-site capture becomes structured calculation. The Copilot delivers the groundwork, your expert does the reality check and approves.
01
Capture on site in a structured way
Record key data, photos, rooms/zones, components, special features and measurements — directly as quote data instead of note slips.
02
Copilot applies rules
The data yields modules, quantities, surcharges and dependencies — traceable according to your quote logic.
03
15-minute review & approval
Your expert reviews the pre-calculated line items in the Quote Editor, adjusts specifics and approves the quote.
04
PDF + handover to CRM/ERP
Generate the PDF and hand over the structured line items as clean data to HubSpot, bexio or SAP — without Excel transfer.
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.
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
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
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
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
Let's talk
Michael
CEO, Quatico
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.