Do I need my own IT department?
No. OfferPilot runs in the browser and is maintained continuously, so you never have to install or update software.
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For Small Businesses in Switzerland and Private Individuals
Manage quotes and invoices without your own IT department
Small Swiss businesses and self-employed people rarely have the time or staff for complex office software. OfferPilot brings quotes, invoices, and an overview of outstanding payments together in one account that requires no setup effort to use.
One tool instead of several loose templates
In many small businesses, quotes are created in Word, invoices in Excel, and the overview of outstanding payments lives in someone's head or in a note. That works for a while, but becomes confusing and error-prone as the customer base grows.
OfferPilot brings customer data, price list, company profile, and document history together in one place, so every quote and invoice is based on the same, once-captured information.
Costs that match your business size
A free account is enough to get started with two documents, no credit card or subscription required. Anyone who regularly creates quotes or invoices chooses a subscription that can be cancelled monthly, or buys document credits individually – with no long-term commitment or hidden extra costs.
Set up yourself, or have it set up for you
Company profile, price list, and appearance can usually be set up yourself within an hour. If you'd rather hand this step off, you can use the personal setup service for a one-time fee.
How it works with OfferPilot
- 1
Set up your account
Enter your company profile, logo, and price list – yourself or with personal support.
- 2
Create documents
Generate quotes and invoices using the same customer and price data.
- 3
Stay on top of things
Check your credits, subscription status, and overdue invoices in your account at any time.
Checklist before sending
- Company profile is complete
- Price list is on file
- A suitable subscription or credit balance is chosen
- Payment details for invoices are captured
Frequently asked questions
What does OfferPilot cost for a small business?
Getting started with 2 documents is free. After that, a subscription or credits are priced according to actual usage; all prices are on the pricing page.
Is OfferPilot suitable for sole proprietorships too?
Yes. Both self-employed individuals and small teams use OfferPilot for quotes and invoices.