System boundary
- The existing path creates a draft. Finalisation and sending remain with a responsible person in the defined Lexware Office workflow.
Prepare Lexware Office quotations with AI
WZ-IT connects inventoried historic quotations and invoices with current product data and your Lexware Office process. The result is an editable quotation draft that your team reviews and continues in Lexware Office.
- Existing integration path
- Approval in Lexware Office
Integration
Integration with Lexware Office through the official API
The existing WZ-IT integration can prepare customer context and quotation data and create an editable quotation draft in Lexware Office. It does not finalise or send the quotation automatically.
What is assessed through the official API
Associate contact and case
Customer context and required master data are reviewed or prepared before draft creation.Create a quotation draft
Line items, descriptions and other approved fields are transferred as an editable quotation draft.Continue in Lexware Office
The draft remains editable in the target system. Approval, finalisation and sending follow the defined Lexware process.
Existing integration path
The WZ-IT workflow through to a Lexware draft
WZ-IT uses this technical path internally. For customers, it is adapted to their data sources, permissions, fields and approval rules.
Capture a briefing or transcript
The request is recorded as structured working context with the customer, services, quantities, dates and open details.
Load current quotation sources
Customer master data and the approved current service catalogue are loaded. Previous documents remain a separate reference.
Validate the draft technically
Line items, descriptions and totals are validated before handover; incomplete information remains visible as a question.
Create an editable Lexware draft
The reviewed case is created as an editable quotation draft in Lexware Office for further subject-matter review.
Approach
Integration in four steps
- 01
Assess plan, API and data model
Access, available resources, contacts, document status and required fields are verified technically.
- 02
Connect sources and rules
Historic documents, current product data, prices, approved wording and approval rules receive distinct roles.
- 03
Test the draft path
One scoped quotation type is tested with sample data through to an editable document in the target system.
- 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
A technical draft path is available for Lexware Office. The pilot maps customer-specific data sources, fields and approvals to that path; 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
Lexware 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.
Integrations
Other integration paths
Other accounting systems or defined export paths can also be included after an interface and edition assessment.
Connected in the pilot
sevdesk
Integration through the official sevdesk API
View integration path Connected in the piloteasybill
Integration through the official easybill API
View integration path Connected in the pilotBillomat
Integration through the official Billomat API
View integration path OverviewAI quotation assistant
Capture the estate → Inventory documents → Define current facts → Create the draft conversationally → Review and hand over
View the complete quotation assistantFrequently asked questions about the integration
Answers to the most important questions
- The existing integration path can create an editable quotation draft in Lexware Office. The contacts, line items and additional fields to be transferred are defined during the project.
- No. The standard path ends with the editable draft. Your team reviews, completes and finalises the quotation in the intended Lexware Office process.
- Yes, where they are accessible through the API, an export or a provided document collection. Historic prices are not used as the current pricing source.
- A few anonymised sample documents, the current product or price list and a description of the existing approval path are sufficient for the first assessment.
- The pilot starts from €16,900 excl. VAT. The final price depends on the document estate, current data sources, the Lexware fields to be transferred and the approval workflow.
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
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
- LiveRemote access platform for distributed water treatment plantsABCO Water Systems · Australia · Secure Access & OT
- 81%AWS migration with substantially lower operating costsEVA Real Estate · UAE · Cloud exit & infrastructure
- 98%Provision new sites in minutes instead of hoursnextGYM GmbH · Germany · Automation & IoT
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
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.