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Discuss my business
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One department. One measurable workflow.

BUSINESS EXAMPLES

Open the files. See the result.

Choose a familiar task and explore it in the sample workspace. Your source file, saved template and finished documents, together in one place.

Prepared synthetic samples · available to inspect now · no live processing. Illustrative prices are not commercial offers.

EXAMPLE / 01
PDF

Document to your company template

Keep the facts. Change the presentation. Check the finished document.

You provide
A source quotation or invoice. Your company details and target template are already saved.
You receive
A branded PDF, with the source figures and terms checked.
View sample results: Document to your company template
EXAMPLE / 02
EXCEL + PDF

Supplier quote to customer quote

Match each item. Apply your rules. Produce the customer version.

You provide
A supplier quotation. Your customer format, pricing rule and exchange rate are agreed in advance.
You receive
A customer quotation in Excel and PDF, with checked line items and totals.
View sample results: Supplier quote to customer quote
EXAMPLE / 03
EXCEL + PDF

Drawing to quotation

Read the openings. Calculate the areas. Prepare a reviewable quote.

You provide
A door and window drawing. Your template and measurement rules are configured in advance.
You receive
An editable quotation workbook, a PDF, and a record of the checks.
View sample results: Drawing to quotation
Prepared sample / 01

Document to your company template

Copying a document into another template without changing its business facts.

  • Source line items and totals remain the commercial authority.
  • Template details do not replace customer or project facts.
  • Blank document numbers and dates are never invented.

Your decision: Your team confirms document type and company details. Missing business fields stay blank.

Open source PDFView quality checks
Open sample workspaceUse my company template
First page of the prepared document to your company template sample
Prepared sample preview. Open the PDF to inspect every page.
Preview PDFDownload PDF
Prepared sample / 02

Supplier quote to customer quote

Rebuilding a supplier quote in your customer format.

  • Main materials and accessories are matched per item.
  • The sample uses a fixed, illustrative pricing rule and exchange rate.
  • Supplier identity is checked against the customer-facing output.

Your decision: Your team sets the pricing rule and exchange rate, then approves the customer price.

Open source PDFView quality checks
Open sample workspaceUse my company template
First page of the prepared supplier quote to customer quote sample
Prepared sample preview. Open the PDF to inspect every page.
Preview PDFDownload PDFDownload Excel
Prepared sample / 03

Drawing to quotation

Re-entering every opening from a door and window schedule.

  • Opening IDs and source drawings stay traceable.
  • Areas and quantities are calculated by a script.
  • Missing information is flagged for a reviewer.

Your decision: Your team confirms dimensions, product suitability, and commercial terms before sending.

Open source PDFView quality checks
Open sample workspaceUse my company template
First page of the prepared drawing to quotation sample
Prepared sample preview. Open the PDF to inspect every page.
Preview PDFDownload PDFDownload Excel