Question 1

Does Patio work as B2B quoting software?

Accepted Answer

Yes. Patio structures each quote around your price lists, customer terms, margins, discounts, and approvals. It does not replace how your team sells; it makes your operating judgment available when it is time to quote.

Question 2

Does Patio integrate with my ERP?

Accepted Answer

Yes. Patio connects to your ERP: it reads your price lists and your customer records, and when a sale closes it gets recorded there. Your ERP keeps working like always; Patio is the sales layer working alongside it, with your rules and your salespeople. If you still work from Excel spreadsheets, we start there.

Question 3

Can my team keep selling through WhatsApp?

Accepted Answer

They keep working over WhatsApp, just as they do today. The big difference is they're no longer on their own: they can check updated prices, request approvals, and build quotes without opening a laptop. From the office, they get the full history and the whole sales process a couple of clicks away.

Question 4

Does Patio talk to my customers?

Accepted Answer

Patio doesn't interact with your customers: it's an assistant for your team. Our AI analyzes costs, terms, and history to give your salespeople the best recommendation every time. They focus on what AI cannot replace: customer relationships and trust.

Question 5

How does Patio handle discounts, margins, and approvals?

Accepted Answer

You define your rules once: customer discounts, minimum margins, payment terms, and who approves what. Every quote is checked against them and, if something falls outside the rule, Patio shows the context and routes the approval to the right person.

Question 6

What if we don't have our processes defined yet?

Accepted Answer

That's the most common situation: no company arrives with this written down. The criteria exist, but they live in your head and in the heads of the people who have been setting prices for years. Writing them down is the first part of the work, and we do it with you in the first meetings: what discount each person can give, which margin is untouchable, what happens with an exception. The data loading is on us — your price lists, your history, and your rules from wherever they live, whether that's your ERP, Excel spreadsheets, or supplier PDFs. It isn't a prerequisite for starting; it's where you start.

Question 7

How long does the rollout take?

Accepted Answer

Weeks, not months. It depends on how many systems we connect and how many rules your sales process has. We start where it shows up first — quoting — and once that is running we add the rest: approvals, price lists, and ERP registration. Your team keeps selling the whole time.

Question 8

How much does it cost?

Accepted Answer

Pricing is per company, based on team size and the integrations you need. We go through it in the demo with your numbers on the table, and you leave knowing what it would cost you.

Where your sales operation comes together

Your sales team, backed at every step

B2B quoting and sales on WhatsApp

Your quoting system, with your rules

Approvals, follow-up, and sales control

Full control of your business, without chasing anyone

The status of every deal

What needs your approval

What you need to decide

Your company's history

Your whole company, connected end to end

No new tools to learn

Business rules, discounts, and approvals

Your workflows, powered by AI

Quoting connected to your ERP

Built for B2B sales in LATAM

IT & Technology Resellers

Building Materials Suppliers

Electrical Distributors

Auto Parts

HVAC Distributors & Contractors

Medical Supplies

Another industry?

We get you all set — no endless IT projects.

We connect your systems

We add your business rules

Your team never stops selling

What we get asked before starting

See how Patio works with your sales process