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Prepare Billomat quotations with AI

WZ-IT makes existing quotations and invoices usable, separates them from current product data and hands over the draft as an editable Billomat quotation. The connection runs through the official Billomat API; API access, required fields and follow-on documents are clarified beforehand.

  • Quotations and line items through API
  • Govern follow-on documents separately
Reviews
Cloud Wolke HerausforderungServer NachhaltigkeitIT Beratung Service Consulting SoforthilfeTimo Wevelsiep Robin ZinsExperten für Innovation Migration AWSHetzner Hosting zuverlässig

Companies worldwide trust WZ-IT

  • Stadtwerke Brühl
  • DGHO e.V.
  • ABCO Water Systems
  • Golem.de
  • EVADXB
  • nextGYM
  • AInergy
  • ml&s
  • Odiseo Solutions
  • Annota
  • ARGE
  • SweetConnect GmbH
  • Aphy AG
  • CORGOS
  • Rekorder
  • SolidProof
  • Yonju
  • Keymate
  • Paritel
  • Mr. Clipart
  • Millenium
  • Negosh
  • Führerscheinmacher
  • Boese VA
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Integration

Integration through the official Billomat API

Billomat documents REST resources for quotations and quotation line items. Line items are handled in DRAFT state. WZ-IT assesses the concrete account, data and approval scope before implementation.

What is assessed through the official API

  • Use the quotation resource

    Customer context, quotation data and status are mapped to the official quotation resource.
  • Maintain positions in DRAFT

    Recurring line items can be prepared as an editable draft and then reviewed by the responsible person.
  • Model invoice derivation separately

    An invoice from a quotation requires a confirmed follow-on process and is not generated solely from historic invoices.

Workflow

From input to editable draft

The integration connects existing data to a controlled handover and approval path.

Identify case and customer

The new request is associated with existing customer and project context.

Classify historic line items

Earlier documents show typical service combinations while current data determines price and scope.

Build the DRAFT quotation

Header and line-item data are prepared for an editable quotation state.

Separate approval and follow-on process

Quotation state, acceptance and any invoice derivation remain distinct process steps.

Approach

Integration in four steps

  1. 01

    Assess plan, API and data model

    Access, available resources, contacts, document status and required fields are verified technically.

  2. 02

    Connect sources and rules

    Historic documents, current product data, prices, approved wording and approval rules receive distinct roles.

  3. 03

    Test the draft path

    One scoped quotation type is tested with sample data through to an editable document in the target system.

  4. 04

    Accept and extend

    After subject-matter acceptance, more quotation types, users, data sources and managed operations can follow.

Entry and operations

Assessment, pilot and ongoing operations

For this provider, edition, API access and the document workflow are confirmed first. The integration pilot is scoped definitively only after that assessment; ongoing operations remain a separate service.

Optional starting point

Data and process assessment

For projects where the document estate, target system or responsibilities first need to be defined reliably.

from €3,900excluding VAT, one-time
  • Assess sample documents and data sources
  • Verify the target system, interface and approval path
  • Define the pilot scope and technical risks

Implementation

Integration pilot

One clearly scoped quotation type is implemented from the agreed sources through to an editable draft in the target system.

from €16,900excluding VAT, one-time
  • Structure the document estate and catalogue candidates
  • Connect the current pricing and service source
  • Test draft logic, clarification and handover
Scope details

Included

  • One quotation type and one target system with a confirmed interface
  • Two to three agreed source collections
  • Drafting, mandatory-field and price-source validation and human approval
  • Agreed test cases, technical documentation and handover

Outcome and verification

  • Reviewable drafts with current price sources and documented transfer in the agreed test workflow.

Quoted separately

  • Autonomous price approval or quotation sending
  • Arbitrary ERP/CPQ development and cleansing of all historical records
Delivery timeframe
4–6 weeks
Quotation Assistant Pilot: Create traceable quotation drafts from historical patterns and current approved product and pricing data.

Ongoing operations

Managed quotation assistant

For production workflows whose platform, integrations and data sources require technical monitoring and maintenance.

scoped individually · monthly managed service
  • Monitoring and technical fault analysis
  • Planned updates for the platform and integration
  • Technical maintenance of agreed data sources and field mappings
Terms and notes

Document volume, additional quotation types, further companies, individual data cleansing, extra integrations and specific operational requirements are itemised separately in the proposal.

Delivery starts once agreed data, access and stakeholders are available. The binding scope and price are defined in your proposal. Hardware, hosting, model consumption, licences and ongoing operations are quoted separately. Follow-on projects are costed against reusable results. We credit the pilot price when you commission the production rollout; there is no requirement to purchase every stage.

A pilot concludes with a quality report and an evidenced recommendation to proceed or stop. A documented no-go is a valid outcome. Production approval and ongoing operations are agreed separately.

All prices are net and exclude statutory VAT. The offers are addressed to businesses.

Frequently asked questions about the integration

Answers to the most important questions

Reviews & projects

What clients say about working with us

From local AI integration to architecture, data sovereignty and ongoing operations.

WZ-IT moved our studio infrastructure from decentralised individual devices to a central platform: every site is securely connected via VPN, new devices are onboarded automatically and an entire site is provisioned from a template, without manual steps on location. What impressed me most is the breadth and depth of their knowledge: Timo and Robin are not a typical IT provider who sets up a server and leaves. The two of them think their way into highly complex infrastructure and software topics, work through every requirement we put in front of them, and build networking, provisioning and operations so that everything fits together in the end. WZ-IT is an excellent partner for complex software, network and architecture projects.
Steve KirchnerManaging Director, nextGYM GmbH
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International

Built in Germany's Ruhr Valley. Running worldwide.

WZ-IT designs, develops and operates infrastructure and software for clients in Germany and internationally. We deliver projects remotely and continue supporting them in ongoing operations after go-live.

Selected projects

Read client reviews

  • Integrate a local AI solution
  • Modernize your infrastructure - sovereign
  • Design an open-source AI architecture
  • Plan a sovereign open-source stack
  • Secure your Proxmox & backup setup
  • Modernize your legacy software
  • Cut cloud cost - up to −81%
  • Build a high-availability Proxmox cluster
  • Virtualize with Managed Proxmox
  • Get collaboration fully managed
  • Ship your prototype to production
  • Connect sites and clusters securely

Request integration

Assess the quotation process and target system

Briefly describe the historic document estate, current product data and present workflow. Credentials are not needed for the initial assessment.

  • Straight with Timo and Robin - no sales team, no pitch
  • A professional assessment of your situation
  • Concrete next steps for infrastructure, software or AI

The conversation is free and non-binding.

WZ-IT's advice on our Azure migration was technically sound and completely non-binding right from the intro call - we took away a great deal.
Jakob ÖschlbergerInno7 GmbH
Timo and Robin, founders of WZ-IT

Where should we start?

A rough description of the estate and one typical quotation workflow is sufficient.

We usually respond within one business day. Please do not send access credentials yet.

WZ-IT's advice on our Azure migration was technically sound and completely non-binding right from the intro call - we took away a great deal.
Jakob ÖschlbergerInno7 GmbH