Manage catalogue and prices centrally
Materials, products, services, labour and fixed fees should be reusable. Purchase/selling prices and margin visibility are especially useful for internal costing.
Manage revisions and options
Customer changes should not erase the previous version. Optional items should be displayable outside the main total.
Import instead of copying and pasting
If you frequently receive PDFs, Excel lists, images or emails, a controlled import can save time. Recognised data must be reviewable before use.
Roles and company data isolation
Multiple employees need clear permissions. A SaaS solution should also make it understandable how company and user data are separated and protected.
AI as an option
AI can help structure and review work, but should not set prices or technical statements without control. CELVENO therefore offers AI features only in the corresponding plans.
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.