Quoting know-how for Swiss SMEs.
Practical articles on quotes, costing, revisions, Excel/PDF imports and useful AI assistance.
From your first quote to the next revision.
These articles answer everyday quoting questions and link to the relevant CELVENO features.
Creating a quote in Switzerland: structure, process and example
A practical guide for Swiss SMEs: how to structure a professional quote, which details are useful and how to keep revisions organised.
Read article → GuidesWhat should a professional quote include?
A checklist for professional quotes: customer, items, quantities, prices, options, validity, terms, revisions and internal costing.
Read article → GuidesQuote or cost estimate: what is the difference?
Quotes and cost estimates in everyday business: practical differences, pricing, assumptions and why clear wording matters.
Read article → GuidesCreating quotes with Excel: benefits, limitations and alternatives
Quotes with Excel: flexible and familiar, but prone to issues with versions, prices and collaboration. A comparison with structured quoting software.
Read article → GuidesAutomate your quoting process while staying in control
Connect enquiry imports, catalogue, presets, costing, revisions and AI suggestions to automate quoting with clear review and approval.
Read article → GuidesAI for quotes: where it helps and what needs checking
AI in quoting: analyse documents, prepare text, identify customer changes and review quotes, with human approval.
Read article → GuidesImporting from PDF or Excel: how a controlled import works
Analyse PDFs, Excel files, images or emails, review recognised items and import them into a structured quote under your control.
Read article → GuidesOrganising purchase prices, selling prices and margins in quotes
Manage purchase prices, selling prices and margins in a structured way, with internal costing clearly separated from customer documents.
Read article → GuidesManage quote versions and revisions clearly
Keep quote versions traceable: revisions, customer changes, prices and the current offer without file confusion.
Read article → GuidesQuoting software for Swiss SMEs: what should you look for?
A checklist for Swiss SMEs: catalogue, purchase/selling prices, roles, revisions, PDF/Excel imports, invoices, security and optional AI.
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