Three prepared samples in Customer Service. Open a result now; your own files require an invitation. The results are prepared in advance.
Prepared sampleDocument to your company template
Copying a document into another template without changing its business facts.
- 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.
Your team reviews: Your team confirms document type and company details. Missing business fields stay blank.
Prepared sampleSupplier quote to customer quote
Rebuilding a supplier quote in your customer format.
- 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.
Your team reviews: Your team sets the pricing rule and exchange rate, then approves the customer price.
Prepared sampleDrawing to quotation
Re-entering every opening from a door and window schedule.
- 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.
Your team reviews: Your team confirms dimensions, product suitability, and commercial terms before sending.