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.
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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.
Using Lexware Office? Request a pilot with the Lexware Office integrationThe 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.
- 1
Capture a briefing or transcript
The request is recorded as structured working context with the customer, services, quantities, dates and open details.
- 2
Load current quotation sources
Customer master data and the approved current service catalogue are loaded. Previous documents remain a separate reference.
- 3
Validate the draft technically
Line items, descriptions and totals are validated before handover; incomplete information remains visible as a question.
- 4
Create an editable Lexware draft
The reviewed case is created as an editable quotation draft in Lexware Office for further subject-matter review.
System boundary
The existing path creates a draft. Finalisation and sending remain with a responsible person in the defined Lexware Office workflow.
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.
Explicit system boundary
The integration is not an autonomous sending process. It uses only agreed sources, creates a draft and leaves the subject-matter decision with the responsible people.
Quotation Assistant Pilot
Create traceable quotation drafts from historical patterns and current approved product and pricing data.
Quotation Assistant Pilot
from €16,900 excl. VAT
- Delivery timeframe
- 4–6 weeks
- 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 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.
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
from €3,900
excluding VAT, one-time
For projects where the document estate, target system or responsibilities first need to be defined reliably.
- 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
from €16,900
excluding VAT, one-time
One clearly scoped quotation type is implemented from the agreed sources through to an editable draft in the target system.
- Structure the document estate and catalogue candidates
- Connect the current pricing and service source
- Test draft logic, clarification and handover
Ongoing operations
Managed quotation assistant
scoped individually
monthly managed service
For production workflows whose platform, integrations and data sources require technical monitoring and maintenance.
- Monitoring and technical fault analysis
- Planned updates for the platform and integration
- Technical maintenance of agreed data sources and field mappings
Document volume, additional quotation types, further companies, individual data cleansing, extra integrations and specific operational requirements are itemised separately in the proposal.
All prices are net and exclude statutory VAT. The offers are addressed to businesses.
Integration in four steps
- 1
Assess plan, API and data model
Access, available resources, contacts, document status and required fields are verified technically.
- 2
Connect sources and rules
Historic documents, current product data, prices, approved wording and approval rules receive distinct roles.
- 3
Test the draft path
One scoped quotation type is tested with sample data through to an editable document in the target system.
- 4
Accept and extend
After subject-matter acceptance, more quotation types, users, data sources and managed operations can follow.
Other integration paths
Other accounting systems or defined export paths can also be included after an interface and edition assessment.
Frequently 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.
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.
Let's Talk About Your Idea
Whether a specific IT challenge or just an idea - we look forward to the exchange. In a brief conversation, we'll evaluate together if and how your project fits with WZ-IT.
Arrange a callback
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