Structure documents and enquiries
PDFs, tables, images and emails often already contain much of the information needed. AI can help organise it into fields and suggested line items.
Support catalogue matching
Recognised descriptions can be compared with existing catalogue items. The final match and price must remain under user control.
Identify customer changes
A reply such as “reduce the quantity” or “remove this item” can be recognised as a proposed change. It only becomes an actual change to the quote after user approval.
Review the quote before sending
AI can flag missing details or inconsistent wording. This is an additional check, not a guarantee of completeness or accuracy.
CELVENO AI
CELVENO AI is optional and depends on your plan. It is designed as assistance within the quoting process, not as an autonomous decision-making system.
A quick check before sending.
- Correct customer, project and current revision?
- Services, quantities and units complete?
- Selling prices, options and total reviewed?
- Validity, dates and terms clear?
- PDF checked from the customer’s perspective?
CELVENO guides provide general practical information and do not replace individual legal, tax or professional advice.