CotaCerto

CotaCerto is the management app designed for those who sell services — electricians, plumbers, painters, technicians, carpenters, assemblers, freelancers, and small businesses.

Create professional quotes with your brand in minutes, send them to your clients, track each step until closing, and organize your cash flow without complication.

★ PROFESSIONAL PROPOSALS
Create quotes with your logo, company information, and a detailed description of each service. Add items, values, discounts, and surcharges with just a few taps. Send via email or WhatsApp with an attached PDF or a public link that the client can open from any device.

★ SERVICE ORDERS (SOs)
Generate service orders from approved proposals in 1 tap — without needing to retype anything. Add start date, delivery date, additional costs, and attach before/after photos or documents directly from your camera or gallery.

★ COMPLETE CASH FLOW
Control accounts payable and receivable in a clean dashboard. Split invoices into up to 24 installments with automatic due dates. Mark each installment as paid and attach proof of payment directly from your camera, gallery, or PDF file.

★ CLIENTS AND SUPPLIERS
Complete registration of individuals and legal entities with CPF/CNPJ, email, phone number, address, and proposal history. Reuse clients in any new quote.

★ SERVICE CATALOG
Register your portfolio of services and materials once and use it always. Organize by color-coded categories (plumbing, electrical, carpentry, etc.) for faster access.

★ REPORTS AND EXPORT
Export clients, proposals, and cash flow in PDF or CSV format. Filter by period, status, type, and client.

★ INTEGRATED SUPPORT
Open tickets directly through the app, consult the knowledge base, and talk to our team.

★ SYNCHRONIZED WITH THE WEB
Everything you do on your phone appears instantly on the web version (cotacertoapp.com.br).

★ SECURITY
Encrypted communication (HTTPS), data on secure servers, and LGPD compliance practices.

Start for free on the Starter plan. Growing? Upgrade to Professional with unlimited proposals and advanced reports.

Download now and discover why more than 2,000 companies trust CotaCerto.