Thermoformers

Delegate the admin. Sell more.

How it works

Otto is the personal assistant that helps you sell more

  1. You meet your
    next customer.

    A buyer at a packaging trade show needs a custom tray to protect their product during shipping.

  2. You call Otto.

    “Otto, they need 50,000 custom trays. Get the product drawings, help put the quote together, and check the lead time.”

  3. Otto gets to work.

    He collects the specifications, gathers estimates, checks with production, and requests the necessary approvals.

  4. You keep selling.

    Otto comes back with the quote, sample next steps, and a lead time checked with production—while you’re already talking with another customer.

What you can delegate to Otto

01 / Quotes

Get the quote out.
Keep selling.

Collect the details estimating needs

Otto follows up for product drawings, tray requirements, sheet material and gauge, order quantities, and annual volumes.

Turn estimates into a quote

He gathers tooling and production costs from your estimators, prepares the quote using your pricing, and chases anything still missing.

YouCall with Otto

“Put a quote together for 50,000 custom trays. Chase the drawings and missing requirements.”

Email customerProduct drawing, sheet gauge, tray requirements
Follow up with estimatingTooling cost and production estimate
OttoQuote prepared

Specs collected. Estimates received.
Your quote is ready for review.

02 / Samples & approvals

Keep samples and
approvals moving.

Get samples into your customer’s hands

Otto coordinates tray sample and prototype requests, checks when they ship, and follows up for the customer’s feedback and approval.

Follow through on pricing approvals

He sends discount requests to your sales manager with the quote details, follows up for a decision, and updates the quote once approved.

YouMessage to Otto

“Get their tray prototypes shipped and ask Maria to approve the volume discount.”

Coordinate with the sample teamConfirm prototypes, quantity, and ship-to address
Message sales managerSend quote and request discount approval
OttoYou’re up to date

Prototypes shipped. Tracking sent.
Maria’s approval is still pending. I’ll follow up.

03 / Orders & delivery

Get the order in.
Keep customers updated.

Get the purchase order into your system

Otto checks the PO against the quote, flags differences in quantities or pricing, and enters the order once the details are confirmed.

Get answers from production

He calls operations for production and delivery dates, follows up on changes, and keeps the customer and your CRM up to date.

YouCall with Otto

“The PO is in. Get the order entered and check when those trays can ship.”

Check PO against quoteConfirm item, quantity, and price
Call productionCheck the schedule and expected ship date
OttoFollow-through handled

Order entered. Production confirmed the date.
Customer emailed. CRM updated.

Built to work
with your systems.

Otto works across your ERP, CRM, email, and spreadsheets to gather information, prepare quotes, and update orders. He calls and messages your team when an answer lives outside the system.