B2B quoting and sales on WhatsApp
Access prices, inventory, business rules, and customer history directly from WhatsApp — on the road or in the office, with the judgment of your best salesperson.
Where your sales operation comes together
All your sales data and business context, available when your team needs it to respond, make decisions, and move every deal forward.
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Your sales team, backed at every step
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Full control of your business, without chasing anyone
The status of every deal
See every workflow, the status of each task, and who owns it. It updates from WhatsApp and stays visible to everyone.
What needs your approval
Discounts, terms and amounts that need your sign-off show up with the deal's context.
Wednesday, July 15
Good morning, Luciano. You have two approvals waiting and a meeting at 3:00 PM.
Frío Norte is the one that matters: it's their third order this year and they pay in 15 days. The margin stays above your floor — I'd approve it to close all 3 branches.
Frío Norte SRLP-0946
Antonella asks for a 12% discount — Cooling units for 3 branches
Total$9,100,000Resulting margin18%
Meeting with Diego FerreyraFrío Norte SRL · Today, 3:00 PM
What you need to decide
You ask and it answers with your numbers: revenue, margins, how each rep is doing — or whatever you need to know.
Your company's history
Agreements, quotes, and documents stay with the company, tied to each customer and each deal.
Constructora Del Pilar
EmailWhatsAppCall
IndustryConstruction / projects
Main contact
Gastón Herrera
Gastón HerreraPhone54 11 5200 3418
Emailcompras@delpilar.com.ar
CreatedMar 12, 2026
AddressAdd address
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Your whole company, connected end to end
No new tools to learn
Your people keep working just as they do today: the system adapts to how they sell, and everything stays in order without changing anyone's routine.
Business rules, discounts, and approvals
Set your rules once — discounts, margins, terms — and every quote is checked against them. If something falls outside them, you see it first.
Your workflows, powered by AI
AI agents update your price lists, draft notifications, manage approvals, and handle repetitive work.
Quoting connected to your ERP
Patio connects to your ERP and the rest of your systems. Every closed deal is recorded automatically, so no one has to enter it twice.
Integrations
Tango GestiónInvoicing and accounting
SAP Business OneSAP's ERP for SMBs
OdooOpen-source modular ERP
XubioCloud accounting and invoicing
SoftlandERP for accounting and taxes
ContabiliumCloud invoicing and managementBuilt for B2B sales in LATAM
IT & Technology Resellers
Wholesaler price lists that change daily, dollar-linked prices and thin margins.
Building Materials Suppliers
Materials purchased in advance at locked-in prices, partial deliveries, and project-specific credit accounts.
Electrical Distributors
Long price lists, dollar-pegged prices, project quotes built item by item.
Auto Parts
Equivalent parts across brands, and repair-shop pricing that differs from the counter.
HVAC Distributors & Contractors
Imported equipment, materials plus technical labor, every job priced from scratch.
Medical Supplies
Institution-specific pricing and different terms across clinics, distributors and insurers.
Another industry?
Tell us how your company works and see it running with your rules.
We get you all set — no endless IT projects.
01
We connect your systems
Your ERP, supplier price lists, and day-to-day sales workflow running from day one.
02
We add your business rules
Customer-specific discounts, terms, approvals, and the know-how that usually lives only in your team's head.
03
Your team never stops selling
Your salespeople keep working from WhatsApp, with Patio supporting them and no new system to learn.
What we get asked before starting
See how Patio works with your sales process
Thirty minutes: you show us how you quote, what rules you use, and who approves what — then you see Patio running on a case like yours.
A conversation about your sales process: where it gets stuck and what still depends on a specific person.
On the other side, someone who understands how messy B2B quoting can get.