How it works

From the first detail to a quote ready to send

CreaPreventivi guides you through a simple workflow: set up your profile, save clients and catalogs, build your quote and share it professionally.

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Animated preview

Watch your quote take shape

Select a client and catalog items. CreaPreventivi calculates everything and generates a professional PDF ready to download or share.

Client details filled in
Items added instantly
Totals calculated
PDF generated
New quote
Client
Quote items
Service catalog
Complete website€ 2.400
Brand identity€ 850
Hosting setup€ 220
PDF
Total€ 3.470
PDF generated
Simple workflow

A clear process designed to save you time

Each step reduces errors, eliminates copying and pasting, and helps you present polished, professional documents to clients.

Professional quotes in minutes
Service and product catalogs always ready
Clients and companies organized in one place
Documents you can download and share online
01
STEP 1

Configura il tuo profilo

Add your logo, colors, company details, contacts, VAT number and bank details. Every quote is professionally branded from the start.

02
STEP 2

Crea cataloghi riutilizzabili

Save services, products, prices, SKUs and VAT rates. When preparing a quote, select items without rewriting them.

03
STEP 3

Scegli o salva il cliente

Keep an organized directory with emails, phone numbers, addresses and tax details. Details are automatically added to your document.

04
STEP 4

Componi il preventivo

Add items, quantities, discounts, VAT, notes and terms. Totals are calculated automatically as you work.

05
STEP 5

Scarica o condividi

Export your quote as PDF, PNG or JPG, or send an elegant public link that opens on any device.

Real examples

See how others use it

Three ways to use CreaPreventivi to work smarter, present clearer offers and save time every day.

Laura

Interior design studio

Turn consulting, furnishings and margins into clear quotes

Laura uses CreaPreventivi to present complete interior design projects, from consulting and design to materials and project coordination. She built service and furniture catalogs with clear prices, keeping her profit margins in view.

Service catalog for design and consulting
Products and furnishings in the same quote
Clearer margins on third-party supplies
Marco

Plumber and maintenance professional

Send quotes right after site visits and jobs

Marco prepares quick offers from his phone. He saves call-outs, labor, parts and materials, then combines them in a few clicks. After a site visit, he sends a clear PDF or public link instead of confusing messages and handwritten calculations.

Recurring items ready to use
Fast quotes, even on mobile
Professional PDFs to send to clients
Giulia

Web and marketing agency

Standardize packages and business proposals

Giulia manages website, social media, SEO and consulting packages. With CreaPreventivi, she creates reusable templates, adds discounts when needed and keeps every proposal consistent with the agency's brand. Clients receive elegant, clear documents that are easy to assess.

Reusable service packages
Discounts and terms always visible
On-brand proposals

Want to see it in action?

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