SERVICE 05
Price estimates & pro forma invoices
Turn agreed options and pricing rules into a clear, itemised estimate.
Who is it for? For teams that prepare project estimates for prospective customers and want to organise requirements before proposing a price.
THE WORK TO ADDRESS
Where does the time go?
Preparing a quote involves understanding the request, choosing options and repeatedly checking prices, additions and totals.
Why start with this task?
Reduce repeated calculations and make every quoted amount easy to check.
What can the system do?
- 01
Receive a request through a form or a separately connected dedicated email address.
- 02
Check required details and suggest suitable options for review.
- 03
Calculate approved prices, additions, discounts and applicable tax using defined rules.
- 04
Prepare a service breakdown and the agreed estimate or pro forma file.
THE CHANGE IN THE WORKFLOW
Someone interprets the request, chooses items and calculates each quote manually.
The reviewer sees the selected scope, assumptions and itemised calculation before making a commercial commitment.
Permissions and review
- Suggested options require a clear review decision.
- Amounts follow approved rules; the model does not invent a valid commercial price.
- Estimate status, validity and approval requirements are defined. Sending it needs its own connection and permission.
What do we need to get started?
- Approved base prices, optional additions and any tax or discount conditions.
- Required request fields and cases that need review.
- An agreed document layout, validity rules and delivery destination.
THE DEMO ON THIS SITE
What can you try?
Limited live suggestions, deterministic calculations and file outputs tested.
Describe a fictional need, review suggested services and generate matching PDF and JSON outputs. All demo rates are educational. The demo does not send a quote, accept an order or state Soylu Sistem’s commercial rates.
LOOK A LITTLE CLOSERHow does it work technically?+
- Input
- A written need and the options selected in the browser.
- The role of AI
- The model suggests service options; the user decides whether to apply them.
- Rules & checks
- The server applies the example price list and agreed calculation rules, counting shared components once.
- Output
- PDF and JSON files are prepared from the same calculation result.
- Demo boundary
- Educational totals are not a commercial offer; email dispatch and order acceptance are outside the demo.