Offorte

offorte.com
Commerce Productivity CRM

Offorte is a proposal and sales documentation platform designed to help teams create clear, professional sales proposals quickly. With reusable proposal templates, smart contact/organisation lookups, and fast draft-to-send workflows, it helps reduce turnaround time from “first draft” to “sent proposal”—so deals progress with fewer delays and less manual busywork.

When BOBs connect to Offorte, they can handle the full “proposal prep” job: finding the right organisation and people, pulling the correct details, selecting the best reusable template, and generating a proposal draft that’s ready to send. Instead of waiting for someone to copy/paste details or re-format documents, BOBs can create proposals on demand and send them through a smooth draft-to-sent workflow.

This unlocks use cases like automated proposal generation for active opportunities, rapid response to inbound leads, and consistent proposal formatting across your sales pipeline. BOBs can also keep your CRM/contact data tidy by creating missing contact records in Offorte and by retrieving proposal and template details when you need to match past work or standardize messaging.

What can BOBs do with Offorte?

Perform actions

  • Create Contact Organisation
  • Create Contact Person
  • Create Proposal
  • Get Contact Details
  • List Design Template ID Options
  • List Email Template ID Options
  • List Proposals
  • List Proposal Templates
  • List Tags Options
  • List Text Template ID Options
  • List Users
  • Search Contact Organisation
  • Search Contact People
  • Send Proposal

Listen to real-time events

  • New Event (Instant)