AI Sales Execution Platform
Your Sales Team Should Be Selling.Not Managing Paperwork.
GatiDoc helps quotation-heavy sales teams create quotations with less repetitive setup, stay on top of follow-ups, and use AI to understand what needs attention next.
Built for manufacturers, traders, distributors and quotation-heavy sales teams.
Why GatiDoc feels different
The Quotation Wasn't the Hard Part. Everything Around It Was.
In many sales systems, before a salesperson can finish a quotation they may have to leave it to set up a missing product, enter customer information again, prepare business-specific details or add commercial charges — and then find their way back to the quotation.
- Start With the Quotation.
- Add What's Missing While You Work.
- Reuse It Next Time.
- Missing productAdd it while quotingAvailable for reuse next time
- Customer setupUse GST information to help populate available company detailsComplete the remaining contact information
- Business-specific quotationAdd relevant quotation fields where configured
- Commercial detailsFreight, packing, discount, GST and applicable quotation details
Stay in the quotation. Add what's missing. Reuse it next time.
See How GatiDoc WorksThe real bottleneck
Not a selling problem.An execution problem.
The sale rarely gets lost because a salesperson doesn't know how to sell. It gets slowed down by everything around the sale.
Your sales team's time should go to customers.
- 01A quotation needs to go out.
- 02A customer replied on WhatsApp.
- 03Another follow-up is due today.
- 04The manager is asking for an update.
- 05A customer has a question about pricing.
- 06A payment is still pending.
- 07One more quotation needs preparing.
- …and the salesperson switches between all of it, all day.
Meet Your AI Sales Team
Five Teammates. Zero Hires.
GatiDoc brings five AI capabilities into your salesperson's everyday workflow — one platform, working alongside the team you already have.
One deal in motion
Everything around the deal stays connected.
One enquiry, from the first call to the outcome — handled in a single place instead of across notes, chats and spreadsheets.
- 01
Inquiry
A customer asks for a quotation.
- 02
Speak
The salesperson describes what the customer needs.
- 03
Quotation
Items, terms and totals are prepared for review.
- 04
Share
The quotation is ready to send.
- 05
Engagement
The customer responds to the quotation.
- 06
Follow-up
GatiDoc identifies what needs attention next.
- 07
Negotiation
Relevant guidance appears when an objection comes up.
- 08
Outcome
The deal keeps moving forward.
Voice Intelligence
Create Quotations From Your Voice.
Preparing a quotation shouldn't pull your salesperson away from the customer. They describe the requirement in their own words and GatiDoc turns it into a quotation — items, quantities, discounts and GST included — ready to check and share.
Explore Voice Intelligence- 1Speak“200 units, 5% discount”
- 2CapturedItems, quantity, discount, GST
- 3Quotation readyQT-1042 · ₹4,70,820
- 4ShareWhatsApp or email
AI Follow-up
Never remember a follow-up again.
GatiDoc keeps track of what needs attention, so nobody has to hold customers, dates and quotation numbers in their head. The right follow-up is brought forward, clears once it's done, and comes back on its own when the next one is due.
Contextual WhatsApp drafts can be prepared for review — the salesperson decides what gets sent.
Explore AI Follow-up- ABC IndustriesNo reply since sharing · Needs attention todayReview
- XYZ EngineeringPayment due · Follow-up neededReview
- Anand PolymersFollow-up completed · Removed from today✓ Completed
Gati Copilot
Stop Searching for Answers.
Ask Gati about your business instead of hunting through screens and reports. Which quotations need follow-up today. Which invoices are overdue. What changed in the pipeline.
Explore Gati Copilot6 quotations need attention today.
4 have had no reply since sharing and 2 are past the promised follow-up date.
Gati Insight
Don't Just Read Dashboards.
Numbers tell you what changed. Gati Insight helps surface what deserves attention and why, based on the evidence available in your own sales activity.
Explore Gati InsightQuotations sent
48
Conversion
22%
Open value
₹62L
What changed
Conversion dropped this month while quotation volume rose.
What may need attention
Larger quotations are staying open longer than usual. Worth reviewing follow-up timing on deals above ₹5L.
Gati AI Advice
Your Best Salesperson, Working With Every Salesperson.
When a customer pushes back on price, terms or value, Gati AI helps the salesperson approach the conversation using relevant experience from your own business — with the judgement staying with your team.
Explore Gati AI AdviceCustomer objection
“Your price is 8% higher than the other quotation we have.”
Recommended approach
Hold price, shorten delivery to two weeks — this has worked on similar deals in your history.
Alternative approach
Offer a volume slab at 250 units instead of a flat discount.
Based on comparable deals in your own sales history. The salesperson decides.
Why GatiDoc is different
AI that knows your business, not just sales theory.
Gati AI gets more useful the more your team sells, because it draws on your own sales experience and outcomes rather than generic playbooks.
- 01
Your sales history
Quotations, conversations and outcomes.
- 02
Gati AI
Connects the experience inside your business.
- 03
Relevant patterns
What has actually worked in similar situations.
- 04
Better guidance
Advice that fits how your team sells.
Business outcomes
Give your salespeople their time back.
Less time managing the work around the sale. More time with customers.
- 01
Faster quotation execution
- 02
Fewer things slipping through
- 03
Less repetitive sales work
- 04
Faster answers for the team
- 05
More time for customers
Industries
Built for Businesses Where Sales Execution Matters.
Quotation-heavy, field-sales businesses across Indian manufacturing and trade.
Your existing systems
You Don't Have to Replace Everything.
GatiDoc focuses on quotation-led sales execution. Your existing CRM, ERP or accounting system can continue handling the parts of your business it already handles.
CRM
Your existing CRM can keep handling what it already handles.
ERP
Your ERP can keep running the operations it already runs.
Accounting
Your accounting software can keep doing your accounts.
FAQ
Questions we get asked most.
Give Your Sales Team an AI Team of Their Own.
See how GatiDoc can help your team spend less time managing sales work and more time moving deals forward.