Adam, your AI accountant, simplifies the process of creating quotes by allowing you to describe them in your own words. Instead of manually filling out invoice fields, simply provide a clear, written prompt, and Adam will handle the rest.
A quote (or quotation) is a document you send to a customer before a sale to let them know how much goods or services will cost. The customer can accept or reject the quote. Once accepted, it is usually converted into an invoice.
Step-by-Step Guide
Follow these steps to add invoices using prompts:
Log in, then click More in the top navigation.
From the dropdown, hover over Revenue, then select Quotes from the flyout menu.
On the Invoices page, click Create Quotes at the top right.
From the dropdown, select Ask Adam .
Enter Your Quotes Description
A modal will appear asking you to describe the invoice. Just type your invoice details in a clear, natural language format.
Example Prompt: “Create a quotation for Bright Tech Ltd with the following items: 5 laptops at ₦450,000 each and 10 wireless mice at ₦15,000 each. Apply 7.5% VAT and make the quotation valid for 30 days.”Send the Prompt
After entering your description, click the Submit button.Adam Processes the Prompt
Adam will analyze your prompt, extract key invoice details (amount, customer, item, due date, etc.), and automatically generate the invoice.Check Your Quote Table
Once the prompt is processed, your new quote will be added to the Quotes Table. You can review and edit it as needed to ensure accuracy.