The quotation assistant connects new customer requests, existing historic quotations and current product data to a controlled easybill document process. The connection runs through the official easybill API; API access, draft state and approval are defined beforehand.
Integration
The official easybill API supports documents of type OFFER and separates draft and completion actions. WZ-IT assesses API access, required fields and the intended approval path for your environment.
Workflow
The integration connects existing data to a controlled handover and approval path.
Free text from an email or conversation is broken into customer, services, quantities, dates and open questions.
Historic documents provide comparable line items and wording without carrying historic prices forward.
Approved current fields are mapped to the easybill document model.
The draft is reviewed by the responsible person. Completion is a separate, explicitly governed step.
Approach
Access, available resources, contacts, document status and required fields are verified technically.
Historic documents, current product data, prices, approved wording and approval rules receive distinct roles.
One scoped quotation type is tested with sample data through to an editable document in the target system.
After subject-matter acceptance, more quotation types, users, data sources and managed operations can follow.
Entry and 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
For projects where the document estate, target system or responsibilities first need to be defined reliably.
Implementation
One clearly scoped quotation type is implemented from the agreed sources through to an editable draft in the target system.
Included
Outcome and verification
Quoted separately
Ongoing operations
For production workflows whose platform, integrations and data sources require technical monitoring and maintenance.
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.
Integrations
Other accounting systems or defined export paths can also be included after an interface and edition assessment.
Integration with Lexware Office through the official API
View integration path Connected in the pilotIntegration through the official sevdesk API
View integration path Connected in the pilotIntegration through the official Billomat API
View integration path OverviewCapture the estate → Inventory documents → Define current facts → Create the draft conversationally → Review and hand over
View the complete quotation assistantAnswers to the most important questions
Reviews & projects
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
International
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.
Request integration
Briefly describe the historic document estate, current product data and present workflow. Credentials are not needed for the initial assessment.
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
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.
