SaaS · October 2026 Demo on request
CotizaClara
Sales proposals for small HVAC companies: costs and margin in plain sight for the business, a clean link for the client and follow-up over WhatsApp.
What it is
The company loads its services with price and cost, builds the proposal from templates and sees the estimated margin before sending it. The client gets a link to the proposal —without the internal costs— to accept or decline it.
It’s a pilot with its own pricing: a 14-day trial, monthly plans and manual payment activation, with no payment gateway.
What I built
- A catalog of up to 100 services and three templates: installation, maintenance and diagnostics
- Configurable discount, tax and deposit, with the margin calculated on net revenue
- Proposals shared by link, immutable and revocable, with accept or decline
- Print or save as PDF, a follow-up schedule and WhatsApp messages ready to send
- An admin panel to activate plans, with an audit log
- Export and delete the company’s data
The hard parts
What the client never sees
Costs and margin never leave through the public API: the shared proposal is an immutable copy behind a random, encrypted link.
Billing without a gateway
Payment is arranged outside the app and an admin activates the period: with an audit log and idempotency, activating twice doesn’t give away two months.