Frequently asked questions

An email address and your company details. You create the account with a verification code sent to your email —or sign in directly with Google— and then a three-step wizard asks for your company details and your profile.

Minutes. When you finish the wizard the account already has the base sales stages, your country's currency and tax and quote numbering ready; you can issue the first one right away.

No. Everything happens in the browser, so there's no software to install or update, and no server to maintain.

Yes. Since it's a web platform, it opens in your phone's browser just like on a computer, with no app to download.

No. The 14-day trial doesn't ask for a card.

Yes, two ways. The feature pages show real screens from the product, and the three free tools on this site let you generate a PDF document without signing up. If you'd rather have someone show it to you, write to us and we'll set up a demo.

Yes. You can create them by hand from day one, and with the Pro plan load them all at once from an Excel spreadsheet using the template we provide.

Write to us at contacto@cotizacionweb.cl and we'll work through it with you based on how you quote today and what you need to bring over.

You create your account, pick the plan you want to try and use the full platform for 14 days. We don't ask for a credit card to start.

You can sign up for the plan you were trying at any time, without waiting for the trial to end. If you need more time to decide, write to us and we'll work it out.

No. Prices are in US dollars and are net: they don't include VAT, sales tax or any other local tax.

Paying the full year upfront gets you a 17% discount on the twelve months. It's a single charge at the start of the period: $199 on Basic and $299 on Pro.

With PayPal, in US dollars: for now it's the only payment method. If you need to pay another way, write to contacto@cotizacionweb.cl and we'll work it out.

Every plan includes one user. Each extra user costs $5 a month and you can add as many as you need.

No. Sending your quotes from your own Gmail, business or personal —instead of the system's no-reply address— is a separate add-on: $5 a month, on top of any of the three plans.

Yes. You can move up a plan when your business needs it and the change is available in your account right away; the adjustment shows up on your billing.

When you stop quoting on your own. Pro unlocks the full CRM, the Kanban view, viewer tracking, the analytics dashboard and purchase and work orders.

Enterprise adds white-label on the viewer, the PDF and the links, custom integrations with your other tools, an audit log for the admin and dedicated 24/7 support. Custom development is quoted separately. It's put together case by case: write to us and we'll work it out.

Yes. The plan is billed in dollars, but your quotes go out in the currency you choose —or several at once— with automatic exchange rates. Your tax is set up once and applied on its own, and you can quote with or without it.

Yes. There's no minimum term: you can cancel your plan whenever you want from your account.

Keep your catalog with prices and taxes, build the quote and its PDF, send it by email from the platform itself, share a link where the customer reviews and accepts it, keep each customer's profile with their history and see how the month is going on the metrics dashboard. Pro adds purchase orders and work orders.

With Pro, yes: every opening of the link is recorded, along with how long they looked and whether they downloaded the PDF. On Basic you know it was sent and delivered, but not what the customer did with it.

Yes, on every plan. They open the link without signing up or installing anything, accept in one click and can leave a comment; the quote moves to accepted on its own.

Yes, with the Pro plan. They're the two documents that follow an accepted quote: the purchase order formalizes the order with your supplier and the work order instructs the job, and they're issued with the same format and the same branding as the quote.

Every plan includes the home screen with the month's summary: how much you've quoted, how many were accepted and how much you convert. Pro adds the full dashboard, with the conversion funnel, the monthly trend, average deal size and the sales rep leaderboard.

A board where each quote is a card you drag between stages, instead of only seeing it in a list. It comes with the Pro plan; Basic uses the table view with filters.

Yes, on every plan. Each product keeps its code, price, margin, maximum discount, taxes, unit and images, and goes into the quote with all of that already filled in.

Yes. The home screen uses AI to summarize how your sales are performing and suggest where to improve, based on your own statistics and not generic data.

Basic is for quoting well and letting the customer accept online. Pro is for managing: it adds tracking of what the customer does with the quote, the full CRM, the analytics dashboard, Kanban, purchase and work orders and bulk import from Excel. The pricing page has the feature-by-feature comparison.

Yes, two of them: one for the header and one for the footer, uploaded once in the company settings and applied to every document.

No. No plan puts a watermark on the document. With Enterprise, the viewer and the links your customer opens also carry your brand instead of ours.

Basic includes one design template. Pro lets you create several, with their colors, and set one as the company default.

By default it comes from the system email. If you'd rather it come from your own business Gmail or the sales rep's —so the customer sees your real address and replies land in your inbox— that's a separate add-on for $5 a month.

Yes. Quote introductions and conclusions are saved as reusable templates, and so are the email subject and body, with variables that fill in the number, the customer and the expiry date on their own. Basic uses the predefined templates; Pro lets you create your own.

Yes. The stages a quote goes through can be created, renamed, reordered and given their own color. Basic allows up to ten; Pro has no limit.

Most likely. Countries across Latin America, Spain and the United States come preconfigured, each with its currency, local tax, tax ID, time zone and regions. Anywhere else, you set the currency and tax rate once and quote normally.

Yes. There are 21 currencies available, and the exchange rate updates daily from official sources, so a quote's amount isn't frozen at the rate on the day you created it.

You set your tax rate once and it's applied automatically. You can issue tax-exempt quotes, and with Pro define your own taxes, several per item, and tax on tax.

The tax ID field adapts to the country and the type of customer.

No. cotizaciónweb issues quotes, purchase orders and work orders, which aren't tax documents. We don't issue invoices or connect to tax authorities: you keep invoicing with the system you already use for that.

US dollars: $20 a month for Basic, with no local taxes included, paid with PayPal. That's independent of the currency you quote your customers in.

One. Each extra user costs $5 a month, and you can add as many as you need; the platform keeps track of the licenses purchased, in use and available.

You invite them by email from the platform, with their role already assigned. The invitation can be resent or canceled, and the person joins by creating an account or with one they already have.

The admin is in control: company details, users, templates, stages, bulk deletions and the trash. The sales rep works the deals —quotes, serves customers, follows up— without being able to change the company settings.

Their user is deactivated. Nothing they did is deleted: their quotes and history stay where they are, and the license is freed up for someone else.

Yes. Each seat has its own sales identity —name, visible email and photo— which is what the customer sees on the document and in the email.

With Pro, yes: the dashboard includes a leaderboard with each rep's quotes, total amount, accepted amount and conversion rate, and the charts can be filtered by rep.

Yes. An account can belong to several companies and you switch between them from a selector, without signing out. Each company's data is kept completely separate.

Yes, at any time, and you can also reactivate a deactivated user.

No. Each company has its own database, isolated from the rest: your customers, your prices and your quotes don't live alongside anyone else's.

When you delete from a list you have a few seconds to undo. And even once confirmed, it isn't lost: deleted customers, quotes, products and suppliers go to a trash the admin can restore them from.

The platform logs activity on quotes, products and customers, and archiving, restoring and permanent deletion are audited with their author. Enterprise makes that log available to the admin.

Yes, so they can help you inside your account when you ask. Everything they do is attributed to the support agent in the audit log, never mixed up with what your team did.

The account is verified with a code sent by email, sign-in attempts are rate-limited, the links the system generates are signed and expire, and critical actions ask you to confirm your password again.

Yes. Customers, products and suppliers export to Excel from the platform itself, in full or filtered.

Yes, with the Pro plan. Download the template, upload your Excel file and the import runs in the background with a progress bar; before it's applied it shows you what will happen so you can confirm, and if something goes wrong you can undo it.

They don't stop the import. When it finishes you get a downloadable report with the errors row by row, and duplicates are skipped and reported instead of duplicating the record.

If that system exports to Excel, it works: match it to the template and upload it the same way. If you're not sure how to get it out, write to us at contacto@cotizacionweb.cl and we'll take a look.

Yes, with Pro. There's an import mode designed to update products already loaded in bulk, instead of creating them again.

Bulk import covers customers, products and suppliers, not quotes already issued. The usual approach is to start quoting on the platform from now on and leave the history where it is; if you need to recover something specific, it can be created by hand.

Google, so you can sign in without another password; Gmail, so quotes go out from your business email; Excel, to load and export your data; and Google's AI for the performance analysis.

Not a public one yet. It's on the roadmap, but until it exists we'd rather say so than announce a date.

Not out of the box. Enterprise includes custom-built integrations with the tools your team already uses; they're put together case by case and quoted separately.

There's no automatic WhatsApp sending. What you can do is share the viewer link or the PDF wherever you like, WhatsApp included, and link-open tracking works the same.

There's no app to install, and you don't need one: the platform opens in your phone's browser just like on a computer.

Through the chat on this site, which opens at the bottom right, or by writing to contacto@cotizacionweb.cl. If you're evaluating the platform for your company, the sales form is the fastest way.

Yes. Basic has standard email support, Pro has priority support and Enterprise includes dedicated 24/7 support.

English and Spanish.

Three generators that build a PDF document right in your browser: a quote, a purchase order and a work order. They get you through today and, along the way, show you the format the platform issues.

No. Fill in the details, generate the PDF and download it. There's no account to create and no usage limit.

No. The PDF comes out clean, with your details and none of our advertising.

No. Everything happens in your browser: the details you type and the PDF that's generated aren't sent anywhere.

They don't remember anything. Each document starts from scratch, there's no saved catalog or customers, you don't know whether your customer opened it and there's no way for them to accept it online. That starts with the Basic plan, from $20 a month.