Create quotes from the price list and customer request

Sales creates quotes from templates and customer data

Needs setupAI Act: no extra obligationsCreating documents from your own materialAll industries

Fits: Sales · Office, administration & casework · Field service & trades

From the request, price list and quote template, a complete draft quote with the calculation for each line item is ready quickly. Sales responds faster, and the quote contains no discount and no delivery promise that you do not actually offer.

Is this for you?

  • You regularly write quotes with recurring line items, tiered prices or discount rules.
  • The price list, discount rules and quote template are up to date and available digitally, ideally in the inventory management or customer system.
First step today

Take an older request without company or personal names, an extract of your current price list and the discount rules. Use the template below to have a draft quote created, and recalculate the total yourself once.

How to go about it

  1. Set the quote structure and mandatory details
  2. Gather the request, price list and customer data
  3. Have a draft quote generated
  4. Recalculate prices, discounts and promises
  5. Approve and send the quote
  6. Maintain standard text blocks and the quote template

Templates to copy

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Included in the training

The complete guide

  • 6 steps explaining exactly what to do
  • 3 proven templates to copy into your own AI
  • Safe use: data, checking, deciding, informing
  • Pitfalls, effort and how to recognise success

With the training you get all 430 guides for as long as your access runs.

See the trainingOne-off per person, no subscription

Same approach, other use cases

14 more use cases follow the pattern “Creating documents from your own material”.

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A-036 · Legal status 08.10.2026