Question 1

What is GatiDoc?

Accepted Answer

GatiDoc is an AI-assisted sales execution platform built around quotation-led sales workflows. It helps sales teams create and manage quotations, keep customer and deal context together, follow what needs attention and use AI assistance around day-to-day sales activity.

Question 2

Who is GatiDoc built for?

Accepted Answer

GatiDoc is designed especially for quotation-heavy sales teams such as manufacturers, traders, distributors, engineering businesses, building-material businesses and other SMEs/MSMEs where quotations are part of everyday selling. Every business sells a little differently, so how GatiDoc fits will depend on the way your team works.

Question 3

Is GatiDoc a CRM?

Accepted Answer

No. GatiDoc is not positioned as a replacement for a full CRM. It focuses on quotation-led sales execution: creating quotations with less repetitive setup, keeping relevant sales context together, following what needs attention and providing AI assistance around the sales process. A business may use GatiDoc alongside its existing systems.

Question 4

Do I need to replace my CRM, ERP or accounting software?

Accepted Answer

No. GatiDoc is not intended to replace your CRM, ERP or accounting system. Its focus is the work around quotation-led selling and sales execution.

Question 5

Can salespeople use GatiDoc while they are in the field?

Accepted Answer

GatiDoc is designed with mobile quotation workflows in mind, so salespeople can work on quotations — including by voice — without having to wait until they are back at their desk.

Question 6

Do I have to create every product in the Product Master before making a quotation?

Accepted Answer

No. One of the workflow problems GatiDoc is designed to remove is having to leave the quotation just because a product is missing. A product can be added while working on the quotation and made available for reuse in future quotations. Create now. Reuse next time.

Question 7

What if the customer is not already created?

Accepted Answer

GatiDoc is designed to reduce repetitive customer setup. Instead of typing every company detail by hand, you can enter the customer's GST number and GatiDoc helps fill in the company name and other available company details. We'll show you exactly how customer setup works in your demo.

Question 8

Can GatiDoc use a GST number to help fill customer details?

Accepted Answer

Yes. When you enter a GST number, GatiDoc helps populate the company name and other available company details, reducing repetitive manual entry. The details available can vary.

Question 9

Can I add specifications or custom quotation columns?

Accepted Answer

GatiDoc is designed to support business-specific quotation information where configured, such as Specification, Model, Size, Grade or Delivery, so the quotation can reflect how your business actually sells.

Question 10

Can I add freight, packing, discount and other commercial charges?

Accepted Answer

Yes. Commercial details such as freight, packing, discount and GST can be added inside the same quotation, where configured, without leaving it.

Question 11

Do I have to use AI or voice to create a quotation?

Accepted Answer

No. GatiDoc supports Voice, Text and Manual quotation creation. A salesperson can use the method that fits the situation and reviews the quotation before sharing it.

Question 12

How does Voice Intelligence work?

Accepted Answer

A salesperson can speak the quotation requirement and GatiDoc uses that input to help prepare the quotation information for review. The salesperson reviews the quotation before sharing it.

Question 13

What if I have a large product catalogue?

Accepted Answer

For a few products, the salesperson can select them directly. For a larger catalogue, they can type a few characters to find matching products more quickly.

Question 14

What happens after I send a quotation?

Accepted Answer

GatiDoc is designed to keep the sales process connected after the quotation is created. Where available, quotation activity — such as when a quotation was created, shared or revised — and customer history provide context for follow-up and future conversations.

Question 15

Can I see a customer's previous quotation and sales history?

Accepted Answer

Yes. GatiDoc keeps relevant customer and sales history together, so the salesperson can know what happened before the next conversation.

Question 16

How does follow-up work?

Accepted Answer

AI Follow-up is designed to surface quotations and sales activity that need attention, so the salesperson knows what to focus on without having to remember every follow-up. The salesperson stays in control of customer communication.

Question 17

Does GatiDoc automatically send messages to my customers?

Accepted Answer

GatiDoc assists with follow-up context and what needs attention, but the salesperson reviews and decides what is sent to the customer.

Question 18

What are the five GatiDoc AI capabilities?

Accepted Answer

GatiDoc includes five AI capabilities: Voice Intelligence: Helps turn spoken quotation requirements into quotation information for review. AI Follow-up: Helps surface sales activity that needs attention. Gati Copilot: Lets users ask questions using available sales information in GatiDoc. Gati Insight: Surfaces risks, actions and opportunities from available business activity. Gati AI Advice: Uses available customer and deal history as context to assist with the next sales conversation.

Question 19

Does GatiDoc AI make sales decisions for me?

Accepted Answer

No. GatiDoc provides assistance, context, suggestions and insights. The salesperson or business remains responsible for pricing, discounts, negotiations, customer communication and final decisions. The salesperson sells, reviews and decides. GatiDoc assists.

Question 20

Can I ask Gati Copilot questions about my sales information?

Accepted Answer

Gati Copilot is designed to answer questions using the information available in GatiDoc — for example, “Which quotations are still pending?” or “What quotations did we send to ABC Industries?”

Question 21

What does Gati Insight do?

Accepted Answer

Gati Insight is designed to turn available business activity into useful context by surfacing three kinds of signals: Risk, Action and Opportunity. These are prompts for attention, not predictions.

Question 22

How does Gati AI Advice use customer history?

Accepted Answer

Gati AI Advice can use available customer and deal history as context when assisting with a sales conversation or negotiation. Its suggestions are assistance, not predictions that a customer will buy. The salesperson makes the final decision.

Question 23

Is AI always correct?

Accepted Answer

No. AI-generated outputs can be incomplete or inaccurate. Review AI-generated information, suggestions and documents before relying on or sending them.

Question 24

How much does GatiDoc cost?

Accepted Answer

GatiDoc currently starts at ₹1,499 per month for the Starter plan with 2 seats. Growth and Business plans are available for larger teams, and Enterprise pricing is available for teams needing more than the standard plans. GST is extra where applicable.

Question 25

Are the AI features included in the plans?

Accepted Answer

Yes. Voice Intelligence, AI Follow-up, Gati Copilot, Gati Insight and Gati AI Advice are included across the plans shown on the Pricing page. Plans differ by team size.

Question 26

Is annual billing available?

Accepted Answer

Yes. The current annual option provides 12 months of access for the equivalent of 10 months of the corresponding monthly price — 2 months free. GST is extra where applicable.

Question 27

Is there a free trial?

Accepted Answer

GatiDoc currently focuses on showing businesses the product through a demo rather than offering a public free trial.

Question 28

Can I see GatiDoc before deciding?

Accepted Answer

Yes. Book a demo and show us how your team currently handles quotations and sales follow-up. The demo can focus on the parts of GatiDoc relevant to your workflow.

Questions About GatiDoc? Start Here.

Getting Started

Creating Quotations

After You Send a Quotation

GatiDoc AI

Pricing & Plans

Still Have a Question?