Offera

Spec sheet

Purpose

Offera helps sales and operations teams turn customer requests into tracked quotes, approvals, PDFs, signatures, and accounting updates.Read 12 Oct 2026 · offerastudio.com

Intended users

Offera describes its workspace as built for teams that quote, sell, and deliver, including sales and operations teams.Read 12 Oct 2026 · offerastudio.com

Free plan

YesRead 20 Sep 2026 · offerastudio.com

Integrations

The maker lists Documenso, QuickBooks, Xero, WooCommerce, and Stripe workflows; connector availability depends on plan and setup.Read 12 Oct 2026 · offerastudio.com

Security

The maker says company-scoped records and route guards partition operational data across workspaces.Read 12 Oct 2026 · offerastudio.com

Compliance

The maker describes GDPR/DSR rails as part of its lifecycle controls.Read 12 Oct 2026 · offerastudio.com

Support

Users can contact support from the support area or the official support email, and requests are tied to workspace context.Read 12 Oct 2026 · offerastudio.com

AI parsing

AI parsing turns customer messages into structured draft data, while the product catalogue remains the source of truth.Read 12 Oct 2026 · offerastudio.com

Analytics and reporting

YesRead 20 Sep 2026 · offerastudio.com

Audit context

Request, quote, approval, and sync actions are linked in a timeline for investigation and reporting.Read 12 Oct 2026 · offerastudio.com

Built-in e-signatures

YesRead 20 Sep 2026 · offerastudio.com

Channels

The channel model includes WhatsApp, Telegram, inbound email, web forms, Instagram DM, Facebook Messenger, Discord, Microsoft Teams, Slack, LINE, and SMS, with availability dependent on plan and setup.Read 12 Oct 2026 · offerastudio.com

Client activity tracking

YesRead 20 Sep 2026 · offerastudio.com

Custom branding

YesRead 20 Sep 2026 · offerastudio.com

Limits

Channel delivery, SMS, e-signature, sender identities, and unlimited team seats may require the relevant plan, provider, credits, sender setup, and customer permission.Read 12 Oct 2026 · offerastudio.com

Online payment collection

YesRead 20 Sep 2026 · offerastudio.com

Payments

After a customer accepts a quote, Stripe can process payment through a Pay button in the customer portal and the quote can be marked paid.Read 12 Oct 2026 · offerastudio.com

Product catalogue

The catalogue stores product attributes, prices, variants, and photos, supports CSV imports, and can power AI matching.Read 12 Oct 2026 · offerastudio.com

Quote tracking

Quote statuses include pending, approved, rejected, sent, viewed, and expired, and can be used for follow-up and reporting.Read 12 Oct 2026 · offerastudio.com

Quote workflow

Teams can prepare quotes using customer, product, tax, discount, and template data, then share them as PDFs or secure links.Read 12 Oct 2026 · offerastudio.com

Plans and prices

Every Offera plan and price →

Where Specifiction places it

• Proposal Software#47 of 1348.0