Cleaning Company
Cleaning service provider · CH
20–30 hours per salesperson per month recovered.
Sales PortalBusiness CopilotEdition for complex facility quotes
Cleaning Request in. Full quote out.
Cleaning
Request in. Full quote out.One standard for all regions: consistent quotes, no matter who creates them.
30 days free after go-live. Clients send cross-trade requests as free text, and the Copilot turns them into a single verified quote. Instead of a back-office marathon and parallel Excel files per trade: a standardized baseline quote, then a 15-minute review.
- 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
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.
References available on request during the sales conversation. Figures come from ongoing conversations and documented customer data, not from marketing estimates.
The business case
More margin. Faster decisions. Less admin effort
Facility quotes rarely fail on expertise — but on administrative overhead: coordination between trades, different hourly rates per region, manual text blocks and RfP formats. The Copilot handles the routine, your team focuses on the professional assessment.
Manual calculation eats capacity
Today: back office3 hours of manual calculation per quote
Hourly rates, surcharges, service blocks and wording per trade
Inconsistent quotes across regions
Each branch has its own rates, texts and layouts
RfPs cost focus and time
Routine work crowds out the professional assessment of complex tenders
Pre-visit as standard
Travel time, scheduling and follow-up before a lead is qualified
Review instead of create
With Copilot: reviewFrom 3 hours to a 15-minute review
The Copilot pre-calculates and structures — you review, adjust, approve
One standard for all regions
Consistent quotes, no matter who creates them: same logic, same language, clear guidelines
Tender-ready: routine out, professional assessment in
The Copilot delivers the baseline quote, sales focuses on assessment and strategy
Save yourself the trip
Baseline quotes from photos and floor plans: qualify leads digitally before you get in the car
Benchmark from current pilot settings: the Growth setup typically pays off in 1.5 to 11 months through back-office time savings (depending on quote volume and internal hourly rate).
How the facility quote runs
Qualify digitally. Then go on site deliberately.
The Copilot creates a standardized baseline quote from free text, photos and floor plans. Your team reviews and adds to it — and only then decides whether an on-site visit is worthwhile.
01
Collect the briefing (incl. images)
Upload the customer email, the bill of services, photos and optionally a floor plan. This immediately yields a usable picture of the property.
02
Have the baseline quote generated
The Copilot structures the request across trades and applies your pricing logic — as one quote instead of an Excel file per trade.
03
15-minute review in the Quote Editor
Sales or subject-matter leads review line items, rates, surcharges and tender-specific requirements — focused on professional assessment, not routine.
04
Just verify on site
If needed: a visit to validate the assumptions. Otherwise generate and send the PDF — consistent with the standard for all regions.
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.