Can Claude really create a quotation for me?

Yes. Once you've given Claude your Ivelix API key as context, it can call the API to create, view or update your quotations and invoices — exactly as if you were using the backoffice.

Is my data sent to Anthropic?

The content of your conversation (project description, amounts) is processed by Claude like any other conversation. Ivelix does not transmit any data to Anthropic beyond what you paste into the conversation yourself.

Do I need to code to use this?

No — you simply paste your API key and the documentation link into a Claude conversation, then describe what you need in plain language. Claude handles the technical calls.

Is this the same as a native connector?

Today, the connection works by giving Claude context in the conversation. A native connector would make setup even simpler — coming soon.

Which plan do I need?

The public API is available on the Enterprise plan.

Does this also work for invoices?

Yes, the same principle applies to invoices: describe what needs to be billed, and Claude can create the invoice directly via the Ivelix API.

Create quotations with AI (Claude)

An assistant, not a no-code tool

How does it actually work?

You paste your Ivelix API key and the documentation link into a Claude conversation. Then you describe your project like you would to a colleague: the client, the work, the price.

Claude drafts the quotation's line items and calls the Ivelix API to create it, with automatic VAT calculation and built-in compliance — the same engine as the backoffice.

Why Claude instead of a form?

A quotation with several line items, a discount, a daily rate takes time to type by hand. By describing the need in one sentence, you let Claude structure the line items.

You review and send, instead of clicking field by field.

How to create a quotation with Claude in 3 steps

From your API key to sending the quotation

Give Claude your API key

One click Generate your API key from the "API" card on your profile page.
Context given once Paste it with the documentation link into your Claude conversation.
Automatic discovery Claude reads the available endpoints and knows how to use them.

Explain your project in plain language

Like talking to a colleague The client, the work, the price, no technical jargon.
Automatic structuring Claude organizes the line items (hourly, daily, flat rate...).
No spreadsheet No field-by-field data entry.

Get the link to your generated quotation

Created via the API Claude calls Ivelix directly, no need to open the backoffice.
Automatic compliance VAT, numbering and legal notices handled by Ivelix.
Ready to send Review it and send it to your client in one click.

What you can ask Claude

A few concrete examples

Quote a project on the spot

Describe a job in one sentence, Claude works out the price and creates the quotation while you're still on the phone with the client.

Revise an existing quotation

Ask Claude to adjust a line item, add a discount or change the currency without starting the quotation over.

Respond to a call for tenders

Paste the specification document and let Claude propose a quotation structure for you to review.

Compare several scenarios

Ask for several versions of the same quotation (with or without an option) before choosing which one to send.

Want to automate beyond the conversation?

Claude is great for creating a quotation in plain language. To connect Ivelix to your other tools with automatic triggers, check out our dedicated pages for Make and Zapier, or our API and webhooks documentation for a direct connection.

Frequently asked questions about Ivelix and Claude

Everything you need to know before getting started

Create your quotations by chatting with Claude