Build a useful catalogue
Mike reads approved price lists and documents to create reusable products and services.
Win the job
Explain the work, attach your reference documents and let Mike prepare the draft. Review products, services, quantities and pricing before you send—then turn an accepted estimate into an invoice.
Faster paperwork without giving up the final check.What it changes
Mike reads approved price lists and documents to create reusable products and services.
Describe a job as you would to a colleague and get a structured estimate to review.
Prepare local PDFs and Factur-X-ready invoices, with planned Pennylane synchronisation.
How it works
Use chat, customer details, photos and reference files.
Adjust the scope, quantities, tax, prices and customer-facing notes.
Track the estimate, convert it and follow up on unpaid invoices.
Included capability