Private assistant Your documents. Your work moves forward.
Prepare a quote, work out what to order or draft a payment reminder: your assistant uses your templates, price lists and client files to prepare a document for review.
Prepare a quote for Mr Martin: replace 2 light fittings, with 2 hours of installation and travel.
I used your quote template and catalogue prices. Here is the quote for Mr Martin:
2 light fittings × CHF 85 = CHF 170
2 installation hours × CHF 95 = CHF 190
Travel fee = CHF 45
Total excluding tax: CHF 405Quote template · Prices · Client file+
Quote template.docx: contact details, services, total excluding tax and terms. 2026 prices.xlsx: light fitting CHF 85, installation CHF 95/hour, travel CHF 45. Martin file: replacement of two light fittings.