VERKTYG FÖR FÖRETAG

Offerter som blir jobb. Inte papperskorgar

AI-skapad eller manuell. Versionering, kundgodkännande och sevDesk-synkronisering

Säkra din plats nu
ANGEBOT #2024-0847
Dr. Schulz Practice — Frosted Film
28.03.2026
Shopfront Frosted Film485,00 €
2× Fenster 152 × 112 cm · 3M Crystal · inkl. Montage
AI REASONINGMarket rate: €45–65/m². For 3.4 m² mid-range segment. Saarland index: 0.95
MARGE
62%
INDEX
0.95
TOTAL
485,00 €
Angebots-System
Utan PlotonIQ
  • Excel-tabell med logotyp — oprofessionellt
  • Varje version sparas manuellt som ny fil
  • Godkännande via WhatsApp — inte rättssäkert
  • Offert kopieras, sedan faktura kopieras
  • Ingen aning om kunden läst det
Med PlotonIQ
  • Professionell PDF med prismotivering
  • Automatisk versionshantering med återställning
  • Digital signering med tidsstämpel
  • Ett klick: offert blir faktura
  • Live-status: öppen, läst, accepterad

PROBLEMET

Offerter i Word eller Excel

Du skickar offerten och hör ingenting. En vecka senare: 'Kan ni skicka offerten igen?' Du söker PDF:en, skickar den igen. Kunden hade aldrig öppnat den

Ingen versionering, ingen spårning av godkännanden

LÖSNINGEN

Professionellt offertsystem

AI eller manuellt. Versionering med jämförelse och återställning

Kundgodkännande via länk, offert-till-faktura

  • AI eller manuellt
  • Versionering
  • Kundgodkännande
  • Offert-till-faktura
  • sevDesk-synkronisering
ANGEBOT #2024-0847
Dr. Schulz Practice — Frosted Film
28.03.2026
Shopfront Frosted Film485,00 €
2× Fenster 152 × 112 cm · 3M Crystal · inkl. Montage
AI REASONINGMarket rate: €45–65/m². For 3.4 m² mid-range segment. Saarland index: 0.95
Entrance Door Opening Hours185,00 €
1× Tür 90 × 210 cm · Oracal 751 · Plotschrift weiß
AI REASONINGCut lettering on glass door: €25–45/m². 1.89 m² plus design. Market rate.
Side Window Logo Cut145,00 €
1× Fenster 120 × 80 cm · Oracal 651 · Konturschnitt
MARGE
42%
INDEX
0.95
TOTAL
815,00 €

Så här fungerar det

01

Skapa

Med AI eller manuellt

02

Skicka

PDF eller godkännande-länk

03

Godkännande

Kund bekräftar digitalt

04

Omvandla

Till jobb eller faktura

A professional quoting system goes far beyond creating a PDF: versioning, approval workflow, tracking and direct connection to jobs and invoices make the difference between a quote that ends up in the trash and one that becomes an order

From quote to order

1

Create a quote via AI in 30 seconds or manually with the line-item editor

2

Send by email or link — the client opens it in the browser without logging in

3

Digital approval with timestamp — legally documented and without WhatsApp chaos

4

Accepted quote becomes a job and invoice with one click

DINA FÖRDELAR

  • No more lost quote versions thanks to versioning with restore
  • Client approval digitally and legally documented
  • Quote-to-invoice with all line items transferred
  • Quote status always visible — open, accepted, rejected
  • Market price justification automatically added on request

30s

from voice brief

AI

price justification

Versions

+ comparison

PDF

in your brand

Vanliga frågor

How many quotes can I create?

Unlimited in the Business plan. The Starter plan includes 20 quotes per month

Can the client edit the quote?

No. The client can comment and approve, but cannot change line items. Change requests come back as comments

How does versioning work?

Every change to a quote is saved as a new version. You can restore a previous version or compare versions at any time

Is sevDesk automatically updated?

Yes. Approved quotes are automatically transferred as quotes to sevDesk

Testa offertsystemet

9 €/månad · Betatestare · 10 platser per land

Börja flexibel