GatiDoc
AI Sales Execution Platform

Your Sales Team Should Be Selling. Not Managing Paperwork.

Quotations, follow-ups, and negotiations slow your team down. GatiDoc puts them in one AI-powered workspace — so your team spends more time closing business.

Works alongside your CRM, ERP, accounting software, and WhatsApp.

Live

Meridian Engineering — Valve Order

Today

“Quote 200 industrial valves, 12% dealer discount, delivery in 2 weeks”

VoiceQuotationViewedNegotiationAI AdviceWon

Built for Businesses That Sell Complex Deals.

One Sales Execution Platform for every business that manages quotations, negotiations and follow-ups.

GGatiDocSales Execution Platform
ManufacturingChemicalEngineeringSolarPackagingIndustrial SuppliesElectricalMedicalMachineryConstructionDistributionExportIT ServicesAutomationOEM

Already helping businesses across multiple industries standardize their sales execution.

Your Sales Team Doesn't Have a Selling Problem. They Have an Execution Problem.

Most salespeople spend more time on paperwork than with customers.

More effort doesn't always create more sales. Better execution does.

Every minute spent managing sales is a minute not spent selling.

RP

Rahul Patel

Sales Executive

Today

8

Active Deals

3

Follow-ups

2

Negotiations

1

Meeting

Customer calling about pricing
“Can you reduce 10%?”1
Plant visit today 2 PM!
Invoice overdue ₹48,0003
Vertex replied on quote2
SunGrid wants a revised quote1
Follow up Meridian Engg.5
New WhatsApp from Kalpana4

Salespeople don't lose deals because they can't sell. They lose them because important work gets buried.

Meet GatiDoc

Everything Your Sales Team Needs to Win a Deal. One Workspace.

One quotation. Everything attached to it.

app.gatidoc.com — Deal QT-2041
  1. Voice Input

    “Quote Meridian 200 valves DN50, 12% dealer discount, 2-week delivery”

  2. Quotation

    QT-2041 — Meridian Engineering

    Ready in 8s

    Valve DN50 × 200 · 12% dealer discount · ₹8,27,200

  3. Negotiation Advice

    “Hold the price — offer 30-day credit. 71% of similar dealsclosed this way.”

  4. Follow-up

    Day 3 — AI-drafted message sent on WhatsApp ✓ replied

  5. Sales Order

    SO-1204 confirmed — at full price

  6. Invoice

    INV-388 generated from the same deal — no re-typing

  7. Payment Collection

    ₹8,27,200 received

    Day 30 — flagged before it could slip

  8. Business Insights

    “Meridian pays on time and reorders quarterly — flag for a Q4 follow-up.

Every sales activity stays connected to the same deal.

Not another CRM.

Not another quotation tool.

Not another AI chatbot.

A Sales Execution Platform.

Meet Your AI Sales Team

Five Teammates. Zero Hires.

They join every deal alongside your salespeople — each with one job, done instantly.

Gati AI doesn't learn from generic sales advice. It learns from your company's own sales history.

Voice Intelligence

Creates quotations while you speak.

AI Follow-up

Writes and sends your follow-ups.

Gati Copilot

Answers business questions instantly.

Gati Insight

Tells you what changed — and why.

Gati AI Advice

Coaches negotiations and objections.

Voice to Quotation

Create Quotations as Fast as You Can Speak.

Describe what your customer needs. GatiDoc fills in the rest — details, pricing, a quotation ready to share.

Less typingFewer mistakesMore time for customers

From conversation to quotation in under 90 seconds.

app.gatidoc.com — New Quotation
Quotation #QT-2043Listening…

“Quote Meridian 200 valves DN50, 12% dealer discount, 2-week delivery”

Smart Follow-ups

Follow-Ups That Never Slip.

GatiDoc queues today's follow-ups, drafts each message in your tone, and sends it on WhatsApp — one tap.

Daily queueYour toneOne-tap send

Every deal stays warm — automatically.

app.gatidoc.com — Follow-ups
Today's follow-ups3 pending

Meridian Engineering

3 days silent

Quotation #QT-2041 sent — no reply yet

Kalpana Polymers

Due today

Payment reminder — invoice #INV-388

SunGrid Solar

Since Monday

Negotiation pending — revised BOQ shared

Gati Copilot

Stop Searching for Reports. Start Asking Questions.

Ask in plain language. Get instant answers from your own business data.

No filters. No reports. Just ask.

Business intelligence should feel like a conversation.

app.gatidoc.com — Gati Copilot
How did sales perform this quarter?
Gati Insight

Don't Read Dashboards. Get Told What Matters.

Gati Insight watches your numbers and speaks up — what changed, why it changed, and what to do about it.

From data to decision in one glance.

app.gatidoc.com — Insights

Revenue

₹48.2L

−12%

Quotations

86

+9%

Win rate

34%

+2pts

Your Company's Sales Knowledge Doesn't Belong To One Salesperson Anymore.

Every quotation, negotiation, follow-up and customer response teaches Gati AI how your business actually sells.

Gati AI Deal Advice

Your Best Salesperson, Working With Every Salesperson.

When a deal reaches a difficult moment, Gati AI answers from experience — your company's own wins, not generic advice.

Your company's sales experience becomes every salesperson's advantage.

Kalpana Polymers

“Your competitor is 8% cheaper. Can you match it?”

The ROI

What Does Better Sales Execution Actually Return?

Before GatiDoc

After GatiDoc

Quotation creation

18 min

90 sec

Forgotten follow-ups / month

23

0

Same team. Same products. More closed deals.

Works With Your Business

You Don't Replace Anything. Everything Continues.

  • CRM stays
  • ERP stays
  • Accounting stays
  • Email stays
  • WhatsApp stays

Then GatiDoc becomes your Sales Execution Layer.

GGatiDocSales Execution Layer
CRM
ERP
Accounting
Email
WhatsApp

No migration. · No disruption. · No retraining.

Built for Businesses That Sell

Different Industries. One Sales Execution Platform.

GatiDoc adapts to how your business sells.

Manufacturing

High-value quotations

Catalog-driven pricing with dealer terms applied automatically.

Chemical

Repeat customers

Rate-linked quotes and re-order follow-ups keep regulars ordering.

IT Services

Proposal revisions

Versioned scopes make the fifth revision as fast as the first.

Real Estate

Long sales cycles

Automated follow-ups keep buyers warm for months, not days.

Solar

Site visits

Revise the BOQ from the field — by voice, before you drive back.

Engineering

Approval chains

Quotes move through approvals without anyone chasing.

Pricing

Simple Pricing. Every AI Feature Included.

Plans differ by team size — never by intelligence.

Starter

₹1,499per month

Solo founder, small trader.

Team size

2 seats included

AI features

All included

Setup

Live in days

Most popular

Growth

₹2,999per month

Small sales team.

Team size

5 seats included

AI features

All included

Setup

Live in days

Business

₹4,999per month

Growing company.

Team size

10 seats included

AI features

All included

Setup

Live in days

Enterprise

Custom

Large teams.

Team size

10+ seats

AI features

All included

Setup

Custom onboarding

Voice, Follow-ups, Copilot, Insight, and Deal Advice — included in every plan.

Prices in INR. GST extra.

FAQ

Frequently Asked Questions

No. GatiDoc is not a CRM replacement — it's the sales execution layer that works alongside your CRM. Your CRM keeps tracking contacts and pipeline; GatiDoc handles the day-to-day execution: quotations, follow-ups, negotiations, documents, and AI guidance.

You've seen how GatiDoc works

Ready To Give Your Sales Team Their Selling Time Back?

Let your salespeople focus on customers while GatiDoc handles quotations, follow-ups, negotiation guidance and sales execution.

Setup in DaysAI IncludedMobile FirstWorks With Existing CRMNo Migration Required

Your salespeople were hired to sell. Let them do exactly that.