Use cases

One tool for every kind of quote

CreaPreventivi is designed for professionals, tradespeople, agencies and companies who want organized, fast and professional quotes.

Who is it for?

Explore dedicated sections with practical examples showing how CreaPreventivi fits your everyday work.

Tradespeople and technicians

PlumbersElectriciansMaintenance professionalsInstallersAir conditioning

Home and renovation

Construction companiesWindow installersCarpentersPaintersGardeners

Companies and professionals

Web agenciesConsultantsProfessional practicesShops and showroomsProduct suppliers

Tradespeople and technicians

PlumbersElectriciansMaintenance professionalsInstallersAir conditioning

Home and renovation

Construction companiesWindow installersCarpentersPaintersGardeners

Companies and professionals

Web agenciesConsultantsProfessional practicesShops and showroomsProduct suppliers

Tradespeople and technicians

PlumbersElectriciansMaintenance professionalsInstallersAir conditioning

Home and renovation

Construction companiesWindow installersCarpentersPaintersGardeners

Companies and professionals

Web agenciesConsultantsProfessional practicesShops and showroomsProduct suppliers

Tradespeople and technicians

PlumbersElectriciansMaintenance professionalsInstallersAir conditioning

Home and renovation

Construction companiesWindow installersCarpentersPaintersGardeners

Companies and professionals

Web agenciesConsultantsProfessional practicesShops and showroomsProduct suppliers

Tradespeople and technicians

Fast quotes after site visits and jobs

When you work on site, turn a client request into an organized quote covering labor, materials, quantities and VAT. Ideal for sending a proposal right after a visit or phone call.

Save recurring items such as call-outs, labor and materials

Save regular clients in your directory

Send PDFs or public links straight from your phone

Keep a history of accepted quotes, sent quotes and drafts

Tradespeople and technicians

A professional quote ready to share with your client.

Home and renovation

Services, installation and materials in one document

For window installers, builders and home professionals, separating products, installation, disposal and labor keeps every item clear so clients immediately understand what they are buying.

Manage quotes combining products and services

Show quantities, unit prices and the final total

Use different brands when working with multiple companies

Include notes, terms and bank details in the document

Services, installation and materials in one document

Home and renovation

A professional quote ready to share with your client.

Shops and suppliers

Product offers with SKUs, quantities and individual VAT rates

If you sell products, parts or supplies, build a catalog with codes, descriptions, prices and VAT rates. Add items to each quote in just a few clicks.

Product catalog with SKUs and unit prices

Custom VAT rates for each item

Clear quotes for supplies and recurring orders

Fewer errors in calculations and totals

Product offers with SKUs, quantities and individual VAT rates

Shops and suppliers

A professional quote ready to share with your client.

Agencies and consultants

Reusable service packages for professional proposals

CreaPreventivi helps freelancers, agencies and consultants standardize offers and packages. Save recurring services, customize descriptions and send documents that consistently reflect your brand.

Service catalog for packages and consulting

Professional descriptions and branded documents

Stay in control of discounts, notes and terms

Shareable links for clients and prospects

Reusable service packages for professional proposals

Agencies and consultants

A professional quote ready to share with your client.

How to use it

From catalog to PDF in a few steps

Organize clients, services and products once. For each new quote, select items, adjust quantities and prices, then share the final document.

Set up your brand

Add your logo, colors, company details and bank details.

Build catalogs

Save recurring services and products to reuse in every quote.

Select your client

Fill in your quote from the client directory.

Share your quote

Download a PDF or send a professional public link.

Want to try it for your business?

Create a free account and prepare a real quote in minutes.

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