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Creating quotes with prompts using Pickware AI

Creating a quote: select a customer, search for products, enter quantities, adjust prices and discounts, save, send. Manually, that's quickly 15 clicks and several minutes — with multiple quotes per day, this adds up significantly. With Pickware AI, you get this done in a single prompt.

Creating a quote with a prompt

The most direct way:

Schreib ein Angebot an Müller GmbH über 10 Stück Artikel X und 5 Stück Artikel Y.

Pickware AI creates the quote, assigns the products, and applies the stored prices. Check the created quote in the Admin afterwards before sending it.

Quotes with discounts and conditions

You can specify discounts and conditions directly in the prompt:

Erstelle ein Angebot an Conrad Electronic über 5 Terra PCs und 5 Monitore mit 15% Rabatt wie beim letzten Mal.

Pickware AI draws on the quote history and applies the conditions from previous quotes. The phrase "like last time" is particularly time-saving because it saves you the manual research into previous prices and discounts.

Querying quote history

Before creating a new quote, it's often worth taking a look at previous quotes:

Welche Angebote haben wir in den letzten 3 Monaten an Müller GmbH geschrieben?


and:

Welche Konditionen hatten wir beim letzten Angebot an Conrad Electronic?

This ensures your new quote is consistent with previous conditions.

From 15 clicks to one prompt

The classic way of creating a quote looks like this: You think about what should be offered. You open the Admin. You navigate to Orders. You click "New". You type the customer name. You search for the first item. You enter the quantity. You search for the next item. You adjust the price. You save. You send.

With Pickware AI, this becomes a single sentence. And that applies to every quote, every day — the time savings multiply.

Tips for quotes via AI

  • State customer names precisely — "Müller GmbH" is clearer than "Müller". The more precise the customer name, the more reliable the assignment.

  • Use context — Phrases like "like last time" or "with the same conditions as in March" save you the research into previous prices and discounts.

  • Check the result — Review the created quote in the Admin before sending it to the customer — especially prices, discounts, and quantities.

More use cases

You can find an overview of all Pickware AI articles and use cases in the article What is Pickware AI?

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