Upload or import the source
The original file starts as a source. The next step is analysing its customer, item and quantity information.
Review recognised data
Table rows, descriptions and quantities can be formatted in different ways. Recognised content should therefore be visible and editable before import.
Match against company knowledge
Known items can be compared with catalogues, prices or previous quotes. This turns a document into a structured starting point.
Continue editing the quote normally
After import, follow the same steps as for a manually started quote: calculate, add options, review, create a PDF and record changes as revisions.
Put it into practice
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?
Note
CELVENO guides provide general practical information and do not replace individual legal, tax or professional advice.