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Operations

From "how much is it?" to the quote, without leaving the record

A catalogue of products and services the agent knows, quotes born from the conversation and orders tied to the contact. Invoicing is not included: it stays in your accounting software, and we say so here so you do not find out later.

14 days free. No card.

01

What it includes

Three pieces tied to the customer record.

  • Catalogue

    Products and services with price, taxes and variants. It is what the AI agent uses to answer "how much is it?" and what syncs from your store if you connect one.

  • Quotes

    Catalogue lines, discounts and totals; sent by email from your mailbox and kept on the record with their status.

  • Orders

    An accepted quote becomes an order, with its lines and its tracking, tied to the contact and the opportunity.

02

What it does not include

We would rather say it here.

  • It does not issue invoices

    Komplian does not generate invoices or file them with the tax authority. That work stays in your accounting or invoicing software.

  • It does not replace your quoting tool

    If you already quote with another tool, Komplian can read the quotes you send from your connected mailbox and attach them to the record, without forcing a switch.

  • It is in every edition

    With a monthly document cap per edition. No extra cost.

Frequently asked questions

What gets asked before deciding.

No. It manages catalogue, quotes and orders; invoice issuing is not enabled. If you need to invoice from the same system, today that is not Komplian.

Yes, the catalogue's, and only those. A price that is not in the catalogue does not exist for the agent.

The quote is sent by email from your connected mailbox. On WhatsApp you can notify with an approved template and the link.

No. With your Gmail or Outlook mailbox connected, Komplian recognises the quotes you send and attaches them to the customer record.

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