Quotes
All quotes at a glance: status, customer, amount. Create classically or with AI, send by email — the customer accepts or declines online.
Free and no obligation · no credit card
Pick a customer, describe the job, optionally attach a file. PlanvoAI drafts line items and prices — you review, then save. After that it is a normal quote in Planvo.
Select the customer. Write what should be quoted — bathroom remodel, areas, fixtures. Optionally attach a file.
One click on Generate quote. PlanvoAI reads the description and creates lines with quantity, price, and VAT.
The quote opens for editing. Adjust numbers where needed — then save and send as usual.
While editing a quote, open materials and services from the catalog. Own catalog, Würth, GC Online Plus, or IDS-Connect — search and add in one click.
Pick a supplier: IDS-Connect, Würth, GC Online Plus, or your own material catalog. Select products without retyping.
Use your own prices and articles — the same items you maintain internally.
Find material, article number, or manufacturer. Filter by category; list or tiles.
Add with one click. Selected lines land in the draft — then it is a normal quote.
Line items, customer data, and status in one view. Preview the PDF in the browser before anything goes out. From draft to accepted, status stays visible.
Send from the quote: recipients and CC, subject, text. PDF and further attachments go with it. The send date is stored.
The email arrives reliably: quote attached, link to the online view. Accept or decline directly — no callback, no printout.
Customers open the quote in the browser: lines, total, validity. Accept or decline in one click — binding, without an extra portal.
Overview, PDF, send, and customer approval — the same quote, without Word and without paper.
GDPR-compliant · Hosted in Germany · 14-day trial
Short answers — no marketing fluff.
Via New quote or Create with AI. Customer, lines, and amounts land in the overview with number and status. Check the PDF preview in the browser before you send.
You describe what should be quoted — PlanvoAI drafts line items. You check quantities and prices. The feature is in the Premium plan.
Yes. Via materials and services from the catalog: own catalog, IDS-Connect, Würth, or GC Online Plus. Search by material, article number, or manufacturer — add in one click.
Directly from Planvo by email: recipients, CC, your message, and PDF attached. Optional extra files. The customer can accept or decline in the browser.
Yes. In the email and online view there are Accept quote and Decline. Status in your overview updates — for example from open to accepted.
Among others draft, open, accepted, and declined. You see where each quote stands in the list — without chasing updates.
14-day trial, no credit card. Or book a demo.