Fast, error free quotes with engineering, materials, 3D models and more.
Create a quote in seconds with valid engineering and design variations.
Instantly generate 2D and 3D interactive models you can export as PDFs.
Automatic changes for engineering requirements and parts availability.
Clear notification of all potential issues with engineering or parts.
Over 40 configurable options with default templates to pre-fill everything.
Export quotes, materials lists, cut sheets and installation manuals as PDFs.
Patiosmith's automation enables staff to generate 3-5x more quotes per day.
Data-driven quality control with validation throughout the quoting process.
Minimal knowledge or experience needed to generate valid quotes.
One central place to view your quote pipeline and get ahead of issues.
Convert quotes to purchase orders that go directly to your supplier.
Instantly generate quotes, cutsheets, manuals and materials as XLS, PDFs.
Onboard and train new sales agents in days. Increase productivity by 3-5x through automation without sacrificing quality control.
Dealers who use Patiosmith can onboard new sales agents in days and generate error-free quotes 3-5x faster.
Teams that use Patiosmith have tripled their daily capacity or better, while also reducing mistakes and increasing close rates.
It does this by eliminating your dependency on manual processes, spreadsheets, sketches, knowledge and years of experience needed to quote complex products. It's not just a quote. Patiosmith gives you a complete out of the box 'engineered product design tool', built from parts up, engineered to spec, visualized in 3D.
There are layers of mistakes that can occur in the manual process of quoting complex products to customers. Intaking information to customers, the knowledge and experience required to build the best/correct system, keying in your materials orders - every manual process takes time, requires experience, and introduces potential for human error.
Patiosmith eliminates all of this by creating data-driven processes from customer intake to payment processing. Every step of the process, every requirement and field of measurement is captured, validated, calculated and reviewable.
Patiosmith is easy to use and quick to learn, with an intuitive design and quoting process, in app guides and straight forward validations and warnings. The real benefit is the years of knowledge and experience that are baked into how to build each type of product Patiosmith can quote. New staff are able to get up to full speed and handle 90% of most orders within three days.
Patiosmith gives you one central place to view your quote pipeline across teams and warehouses. With addons for customer support and issue management, you'll be able to minimize your teams mistakes and get ahead of customer issues and questions. Combined, you'll get a measurable 3-5x producctivity out of your team.
Connect details of your orders from customer requests and specifications, through dealers, retailers and installers, right down to the warehouse doing the manufacturing, packing and shipping.
Patiosmith eliminates the manual and repetitive tasks required to create PDFs for your quotes, materials lists and cut sheets. Add on components allow you to generate invoices, purchase orders and even generate installation guides as websites with downloadable PDFs.