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.
We started as a dealer, manually quoting screen rooms and patio covers. The software we built helped us grow our business by 10x in three years – with the same team.
We purchased a retail, drop shipping business in 2017 that had been running since 1997. The business was doing everything manually. Quotes, purchase orders, invoices, over the phone, taking hand-written sketches by mail, you name it.
With a background in engineering and sofware development, we were able to develop our own software that automated every process in our business. From generating web leads and automatic quotations, to complete order automation through the integration of various e-commerce and accounting apps.
Patiosmith is our SaaS platform through which we will be releasing all of the same components we used that helped us scale our business by 10x while reducing the time we needed to spend to keep the sales pipeline flowing.
We are a lean, small team that's focused on delivering great value to other business owners like us.
What creates and sustains a business is the value it creates. our focus is to develop features that deliver maximum value for our users, our team and our customers.
Our philosophy is to be open and transparent about our business, our development plans, our pricing, anything and everything that builds trust and understanding.
We work to make collective decisions in our organization. This starts with listening to our customers, our staff and partners to make the best, objective decisions.
While we cannot build every feature that every customer asks for, our goal is to be genuinely listen, learn and be responsive to the shifting needs of our customers.