Fiduciary
Fiduciary office with Abacus focus · CH
From a minimal briefing to a precise fee quote in the first 15-minute meeting.
Sales PortalBusiness CopilotGovernance for advisory fees
Consolidation Mandate request in. Fee quote out.
Consolidation
Mandate request in. Fee quote out.Four-eyes principle: consistent advisory fees across all locations.
Relieve your partners. Delegate the calculation to the logic, not to capacity. Free-text briefings become reviewable fee quotes based on your fee logic — under the four-eyes principle, consistent across all locations.
- 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.
Building Technology
Building technology company · CH
Small project quotes in minutes instead of hours.
References available on request during the sales conversation. Figures come from ongoing conversations and documented customer data, not from marketing estimates.
The partner bottleneck
Review instead of write: for fiduciary teams quote governance
When partners phrase and calculate quotes manually, capacity becomes the bottleneck. The Business Copilot turns your fee logic into rules, guides through complex mandates (e.g. international taxes, M&A, complex audits) and produces a reviewable fee quote. Result: the four-eyes principle in the process and consistent advisory fees across all locations.
Bottleneck + variance
Today: partner handworkPartners calculate and write
Senior capacity becomes the bottleneck resource in the quoting phase
Inconsistent fees across locations
Pricing logic varies by partner, team and the day's form
Complex mandates are hard to reproduce
Rules, exceptions and dependencies live in heads and Excel
Quality assurance costs time
Four eyes only at the end instead of built into the process
Governance + scaling
With Copilot: four-eyes processCalculation follows your fee logic
Rules and standards in the system instead of the availability of individual partners
Four-eyes principle by design
Copilot prepares, partners review and approve
Complex logic becomes mappable
Multi-layered mandates with clear dependencies, surcharges and modules
ROI through fewer partner hours
The Growth setup pays off as soon as just a few partner hours in the quoting phase are saved
Relieve your partners. Delegate the calculation to the logic, not to capacity.
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.
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.