Guide — Quote Generator

Technical B2B
quote in 60 seconds.

Talk to the AI, paste the client's URL, add the products. The structured document — with cost lines, terms and total — is ready for PDF and email.

AI  conversational URL  extraction PDF  export Email  direct send IT/EN/DE/FR  multilingual
app.quote.upventures.io
👥
📦
🗂️
IT
EN
DE
✦ Assistente AI — UpVentures Quote Generator
👥 Clients
📦 Products
🔍 Analyse
💾 Save
✉️ Email
✦
Tell me what to do — I'll act right away. Paste a URL or describe the quote to create.
Quote for Bianchi Srl — Genie XS x2 + installation
✦
✓ Client set: Bianchi Srl
✓ Added 2x Genie XS (€4,800 each)
✓ Installation included (+€800)
Total: € 10,400.00
URL, pasted text, or tell me what to do…
↑
PRV-2026-042
80%
🖼️
Logo
Uploaded
✅
🏢
Company
Eurofork SpA
✅
👤
Client
Bianchi Srl
✅
📦
Products
3 line items
✅
📋
Terms
Standard
✅
Total
€10.400
👁️ Preview
↓ PDF
✉️ Email
How it works

Talk to the AI.
The quote writes itself.

No form to fill in by hand. Describe the quote in natural language, the AI extracts everything and updates the document in real time.

01  —  Chat
✦
Tell me what to do — I'll act right away.
Quote for Rossi SpA, 3 electric forklifts + annual maintenance
✦
✓ Rossi SpA set
✓ 3 forklifts + maintenance
Total: € 28,500
Describe it in plain language
Write the way you would speak — "quote for Rossi with 3 forklifts" — the AI understands and fills everything in automatically.
02  —  URL Extract
🔗
https://bianchi-logistics.it
Company
Bianchi Logistics Srl
Industry
Logistics & Transport
Email
info@bianchi-logistics.it
City
Milano
Paste the client's URL
Paste the client's website into the chat. The AI visits the page and automatically extracts name, industry, email and address.
03  —  Products & Total
📦
Genie XS 20
×2 — €9.600
✅
🔧
Installation
×1 — €800
✅
🛡️
Extended warranty
×1 — €450
✅
Total € 10.850
Live total in the panel
Every product you add updates the side panel immediately — line items, quantities, prices and grand total always visible.
04  —  PDF & Email
Eurofork S.p.A.  ·  PRV-2026-042
Genie XS 20 Electric
×2
€ 9.600
Installation + config.
×1
€ 800
↓ PDF
✉️ Email
Download & Send
One click for a professional PDF with logo, letterhead and signature. Or send it straight to the client's contact by email.
Features

4 functions.
One frictionless flow.

From natural-language input to signed PDF — every step is designed to cut the time to zero.

✦
Hi! Tell me what to do — I'll act right away. Paste a URL or describe the quote.
Quote for Ferri Impianti, 2 aerial platforms model GS1932
✦
✓ Client: Ferri Impianti
✓ 2× GS1932 Platform (€3,200 each)
✓ Total updated: €6,400
👥 Clients
📦 Products
💾 Save
✉️ Email
Conversational AI
Describe the quote in plain natural language — "3 forklifts + installation for Bianchi" — the AI understands, sets the client, adds the products and calculates the total. Quick chips for the most common actions.
🔗
https://ferri-impianti.it/chi-siamo
↑
Extracted automatically
Legal name
Ferri Impianti S.r.l.
Industry
Equipment rental
City
Bologna (BO)
Email
info@ferri-impianti.it
URL extraction
Paste the client's website into the chat. The AI visits the page, extracts legal name, industry, address, email and VAT number — and pre-fills the client form automatically.
📦 Product Catalogue
+ Add
🏗️
Genie XS 20 Electric
×2
€ 9.600
🔧
Installation and config.
×1
€ 800
🛡️
3-year extended warranty
×1
€ 450
🚚
Shipping and delivery
×1
€ 350
Catalogue & Cost Items
Manage the product and service catalogue. Add items manually or via chat, set quantities and prices. The total updates in real time in the side panel.
EF
Eurofork S.p.A.
PRV-2026-042 · Bianchi Logistics
Genie XS 20 Electric
×2
€ 4.800
€ 9.600
Installation and configuration
×1
€ 800
€ 800
3-year extended warranty
×1
€ 450
€ 450
Quote total
€ 10.850
↓ Download PDF
✉️ Send Email
Professional PDF + Email
Document preview with logo, letterhead, detailed table and terms. PDF export in one click or direct email send. Available in IT, EN, DE, FR.
Document preview

The final document
ready to send.

The "Preview" tab shows the complete quote — exactly as it will appear in the printed PDF or the one sent to the client.

🏢
Branded letterhead — company logo, legal name, contacts and an auto-generated sequential quote number
👤
Client details — every recipient detail, entered manually or extracted from a URL
📊
Detailed line-item table — description, quantity, unit price and amount for every row
📋
Terms and conditions — payment, delivery, offer validity — all customisable
Eurofork S.p.A.
Via Industria 12 · 20100 Milano (MI) · +39 02 4500 1100
PRV-2026-042
Date: 12 June 2026
Valid 30 days
🏢
Bianchi Logistics S.r.l.
Logistics and Transport · Bologna
Attn: Marco Bianchi
info@bianchi-logistics.it
VAT: IT04455667890
Description Qty Unit Amount
Genie XS 20 Electric
Vertical aerial platform, 227 kg capacity, 5.92 m working height, 24V battery
 2 € 4.800,00 € 9.600,00
Installation and configuration
Installation, testing and operator training (4h included)
 1 € 800,00 € 800,00
3-year extended warranty
Parts + labour coverage, response within 48 working hours
 1 € 450,00 € 450,00
Subtotal€ 10.850,00
VAT 22%€ 2.387,00
Quote total
€ 13.237,00
Payment
50% deposit, balance on delivery
Delivery
15 working days
Validity
30 days from date
Step by step

Quote ready
in 4 moves.

From the first word to a signed PDF — under 5 minutes.

Step 01
Describe the quote
Open the tool and type what you want in the chat. The more detail you give, the better the AI understands — but "quote for Bianchi with 3 forklifts" works too.
AI chat — natural input
✦
Hi! Tell me what to do — I'll act right away. You can paste a URL with the client's info and I'll extract it automatically.
Quote for Bianchi Logistics — 2 Genie XS platforms plus installation and 3-year extended warranty
⚙️
Processing the request and building the quote...
Step 02
Add the client details
Type the details manually, or paste the client's website URL — the AI extracts everything automatically in seconds.
URL extraction — extracted data
URL analysed
https://bianchi-logistics.it
Legal name
Bianchi Logistics S.r.l.
Industry
Logistics & Transport
City
Bologna (BO)
Email
info@bianchi-logistics.it
VAT no.
IT04455667890
Step 03
Check products and total
The side panel shows every line item in real time. You can add, remove or edit manually. The total updates instantly.
Live summary — PRV-2026-042
🏗️
Genie XS 20 Electric
×2
€ 9.600
🔧
Installation and configuration
×1
€ 800
🛡️
3-year extended warranty
×1
€ 450
Subtotal
€ 10.850
Step 04
Export and send
Go to Preview for the final check, then download the PDF with logo and signature or send it straight to the client by email.
Export & Send
📄
↓ Download PDF
Document formatted with logo, table and terms — ready for signature
Download
✉️
Send by Email
Send to the client's contact with the quote attached
Send
💾
Save quote
Archive under "Saved quotes" with PRV-YYYY-### numbering
Save
Use cases

Who uses
the Quote Generator.

From sales reps to consulting firms — anyone selling technical B2B services.

PRV-2026-038 · IT Consulting
Cloud infrastructure setup€ 8.400
Data migration (x3)€ 2.700
12-month support€ 3.600
Total € 14.700
IT Consultant
Complex technical quotes
A freelance IT consultant creates detailed quotes for cloud and software development projects. The professional format lifts the acceptance rate by 30% compared to hand-made PDFs.
URL extracted → auto-fill
Client: Metalco S.r.l. — Brescia
From: https://metalco.it/azienda
✓ Legal name
✓ VAT no.
✓ Email
Sales Rep
10 quotes a day, zero errors
An industrial sales rep prepares dozens of quotes a week. With URL extraction, the client's details fill themselves in — no copy-pasting.
Saved quotes
PRV-2026-041 · Rossi Srl Accepted
PRV-2026-040 · Bianchi SpA Pending
PRV-2026-039 · Ferri Srl Draft
Creative Agency
Tracked quote portfolio
An agency manages quotes for websites, brand identity and campaigns. Archive with sequential numbering, per-client history and status — accepted, pending, draft.

Ready to start?

Write the brief and the AI prepares a professional B2B quote in 60 seconds.

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