How offerver works
From inbox to quote results — step by step.
Connect your emails
Link your existing email accounts via IMAP. Takes less than 5 minutes. Works with Gmail, Outlook, Yandex, and any IMAP-supported provider.
Offer requests appear in the pool
offerver scans your connected inboxes and turns matching messages into offer requests using smart filtering and your processing rules.
Your team claims requests
Any teammate can claim an offer request. Once claimed, the SLA timer starts and counts only inside your configured business hours (holiday mode supported).
Create and send a quote
Create a quote inside offerver (or link an external quote), preview it, and send it to the customer as part of the same workflow.
Automations handle follow-ups
Notifications and reminders can be sent when assignments happen, deadlines are near, or customers haven't responded yet.
Track outcomes and reasons
After customer replies, record the outcome (approved/rejected/awaiting). If you can't quote, store a “could not quote” reason so reporting stays meaningful.
Improve with analytics
Real-time dashboards reveal response time, win rate, and performance per rep—plus breakdowns by staff and sender domains.
Configure your workflow
offerver uses your rules to turn incoming emails into offer requests and to calculate SLA deadlines exactly the way your team works.
Smart Filtering
Define which emails should become offer requests (and which should never distract your pool).
- Keywords + negative keywords
- Whitelist / blacklist for senders
- Automatic exclusion of RE:/FW: replies
- Business hours + SLA settings
SLA timers (business hours)
Deadlines count only inside your configured working hours.
- SLA timers run only in business hours
- Holiday mode pauses SLAs and treats those days as outside hours
- Changing rules recalculates the SLA logic automatically
Offer Pool & ownership
Every detected request lands in one shared pool. Your team claims requests and moves them to an outcome—fast, consistently.
In pool (unclaimed)
New offer requests wait until someone claims them.
In progress (claimed)
As soon as a teammate claims, the SLA timer starts based on business hours.
Offer given or couldn’t quote
After sending a quote, record what happened—or pick a “could not quote” reason so reporting stays accurate.
Create quotes and send them
Create offers inside offerver, or link external quotes. After sending, record results so analytics stays trustworthy.
Quote creation inside offerver
Enter line items, preview, and send directly to the customer.
External quote creation (harici)
Prepare your quote outside offerver and connect it through the generated token.
Versions & outcomes
Sends can create versions. Store outcomes (approved/rejected/awaiting) and “could not quote” reasons tied to the original request.
Notifications and follow-ups
Keep customers informed and prevent missed deadlines with automated reminders.
Assignment notifications
When a request is assigned, offerver can notify the customer automatically (plan-dependent).
SLA reminders
Email alerts can be sent when an SLA is about to expire, so your team knows what to prioritize.
Follow-up automation
Automatically send follow-ups to non-responding customers and track opens and replies.
Performance analytics
Real-time dashboards help managers and reps improve response speed and win rates.
Response time
Average time from mail received to claim/offer.
Win rate
Approval rate across recorded outcomes.
Pipeline value
See which offers are moving forward based on status and results.
Staff and sender domains
Understand who performs best and which sender domains correlate with faster outcomes.
