AI generator
Generate invoices, quotes and subscriptions from a brief, file or photo.
How it works
In step 0 of any wizard you pick 'Generate with AI'. You provide context — free text, an uploaded PDF/Word/Excel file, or even a photo of a handwritten quote. The AI produces a complete document with sections, lines, prices and a draft email.
Custom prompt
In Settings > Company > AI prompt you set tone-of-voice, fixed copy and industry rules. They are sent with every generation.
Editable result
The AI result lands in the regular editor — you can still tweak each line, price or section before sending.
When to use
- First draft of a quote from a sales call or email
- Turning a photo of a handwritten agreement into a clean invoice
- Importing lines from an Excel or PDF without retyping