Pick a template from the sidebar, or load a saved quote.
Notes & Scope
Discounts are set per section, next to each section's subtotal — not applied to the whole quote here.
Subtotal (excl. VAT)R 0.00
DiscountR 0.00
VAT (15%)R 0.00
TOTAL DUER 0.00
⬆ Import Supplier Quote
Upload any supplier PDF. Claude extracts all line items — review and add to your quote.
Upload a DiscovrTV quote PDF you previously generated. Claude will reconstruct the full quote including client details and all line items.
Upload an old quote in XLS or XLSX format. Claude will read the spreadsheet and import all line items as a full quote — including client details, rates, and quantities.
Upload a previous quote (PDF) or an equipment list (PDF or Excel). Claude extracts every item — including its existing section groupings where present — and adds them straight into the quote you're building. Optionally also save them as a reusable Package Template and/or Add-Ons & Extras.
All imported items will be grouped under this section heading.
Items are always added to the current quote below. Only fill this in if you also want them saved as a new Package Template for future quotes.
Only the name and rate are kept — add-ons don't carry a fixed quantity, that's chosen per quote.
✓ Items Extracted — Review & Edit
Edit any values below before adding to your quote. Uncheck items you don't want to include.
Description
Qty
Days
Unit Rate (R)
Line Total
✉ Send Quote to Client
STEP 1 — Generate PDF Attachment
Download the formatted quote PDF to attach to your email.
STEP 2 — Compose & Send Email
🔑 Anthropic API Key Required
To use AI features (Import Supplier Quote & Recover Quote), you need an Anthropic API key.
Your key is stored only in your browser — never sent anywhere except directly to Anthropic.
