Surface detail
Capture demand
Requests from connected channels enter one queue with tenant boundaries preserved from the first touchpoint.
- Multi-channel intake with one state model
- Customer context stays tenant isolated
AI quote operations, end to end
From request to cashflow, one backbone.
Run quote intake, AI parsing, approval, and sync in one operational flow.
- Tenant-isolated data model
- Documenso e-sign path
- QuickBooks/Xero sync in connected workspaces
Incoming request
WhatsApp • Retail fixture update
Need 24 custom fixtures for new store layout, include install timing and phased payment terms.
- 1Request captured from channel
- 2AI parsing + entity mapping
- 3Draft quote assembled
- 4Approval path + signature
- 5Payment and accounting sync
System architecture
Five surfaces. One backbone.
One tenant-isolated backbone powers Postgres, workers, and LMS contracts across the flow.
Shared backbone
Each surface is a different operational view, but state, audit context, and locale contracts stay on one backbone.
Tenant-isolated PostgreSQL records
BullMQ worker orchestration
LMS contract across all surfaces
Connected intake + ops
Run channels and integrations on one operational layer.
Offera keeps customer-facing intake and back-office flows connected so handoffs do not break context.
Channel surface
WhatsApp
WhatsApp QR
Telegram
Email
Web form
Instagram DM
Facebook Messenger
Discord
Microsoft Teams
Slack
LINE
SMS
360dialog
Twilio
MessageBird
Channel adapters are enabled per workspace.
Integration surface
Documenso e-sign path
QuickBooks sync flow
Xero sync flow
WooCommerce order intake
Stripe payment capture
Accounting and payment connectors run in connected workspaces based on plan and setup state.
Example flow
A single request moving through the system.
This is a representative operational flow to show orchestration logic, not a literal customer record.
Quote workspace snapshot
example flowQ-4821 · Northfield Retailpending approval
24 fixture units + install timeline + phased payment terms
Estimated totalVisible inside workspace pricing rules
Flow timeline
- 1Request arrives
- 2AI parse completed
- 3Draft quote prepared
- 4Approval + signature path
- 5Sync into connected systems
Example flow only. Actual automation steps depend on workspace setup.
Studio scope
Built for quote operations, backed by broader software work.
Offera stays focused on quote operations. The studio also develops, advises on, publishes, and supports software systems around practical business needs.
That balance matters: Offera remains the flagship product while Offera Studio is not limited to one product line.
Software development
Business and domestic software development for operational workflows, internal tools, and customer-facing systems.
IT consultancy
Technical advice for architecture, integrations, delivery planning, and platform decisions.
Software publishing
Product release, packaging, and support for software we publish and maintain.
IT services
Hands-on technology support across integrations, workflows, and connected service operations.
Trust and controls
Operational speed without dropping governance.
The same backbone carries audit context, locale rules, and access boundaries as you grow.
Tenant isolation by design
Company-scoped records and route guards keep operational data partitioned across workspaces.
Locale and compliance controls
LMS contract, locale resolution, and GDPR/DSR rails are designed to run inside the same lifecycle.
Action-level audit context
Request, quote, approval, and sync actions stay linked in one timeline for investigation and reporting.
Contact
Send us a message
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Build your quote operation on one backbone.
Start with connected intake, keep approvals and sync on one system, and scale without re-platforming.