Creating a quote, with AI too

You start a new quote in the quotes overview using Neue Offerte (New quote), or directly from the dashboard.

Step by step

1. Choose customer and subject. If the customer doesn’t exist yet, create them first under Kunden (Customers).
2. Enter line items: description, quantity, unit and price. As you type, MeisterOffice suggests matching items from your price list.
3. Check the details: VAT rate, valid until, linked project, and intro and closing text.
4. Save, download as PDF, or send it by email directly.

MeisterOffice keeps net, VAT and gross running as you go, in CHF and correctly rounded.

The AI draft

Describe the work in your own words, for example “paint living room 45 m2, two coats, material included”, and click Entwurf erstellen (Create draft). The AI suggests complete line items with benchmark prices. You check the suggestion, adjust prices and quantities, and always keep the final say: nothing leaves the house without your confirmation.

Good to know

• When sending by email, the AI also helps with the covering text, with templates or your own note.
• If the customer accepts, create an order or the invoice directly from the quote with a single click.
• The status values and the overview are explained in the “Managing quotes” article.