05 · Sales & Quoting
cotizera.com
Visit ↗Send branded PDF quotes from your phone. Track every deal in one Kanban.
The Problem
Most SMBs in Mexico still build quotes in Excel — copy-pasting prices and attaching PDFs in WhatsApp with no visibility once the quote leaves the inbox.
For who
Spanish-speaking entrepreneurs and field sales reps across LATAM who quote from their phone, especially in construction, distribution, and services.
Overview
Cotizera turns a phone into a sales tool: pick products from your catalog, generate a branded PDF, and send it via WhatsApp or a signed public link in under two minutes — with a Kanban that tracks every deal from quote to won or lost.
Key Capabilities
Two-tap PDF quoting
Pick products, adjust quantities, and generate a branded PDF — server-rendered with @react-pdf/renderer, no templates to wrestle with.
Send by WhatsApp or public link
Each quote gets a signed public token so clients can view and accept it from a browser without an account.
Visual Kanban pipeline
Drag quotes across Generated → Sent → Accepted → Won/Lost; view counts and timestamps surface real engagement signal.
Mobile-first PWA
Service worker, offline fallback, and installable manifest — a real app icon on the phone, bottom nav on mobile, sidebar on desktop.
Stack