Writing quotes and invoices with Agent Blond

Let Agent Blond turn a short description into a quote or invoice — or refine existing documents before you send them.

To create or change documents, the chat must be in Agent mode — only there is Agent Blond allowed to actually create or modify records.

Draft a new quote or invoice

Describe in your own words what should be billed. Agent Blond produces a draft that you review and send.

Link the customer: Type @ and pick the customer so address, language, and the usual VAT treatment are set correctly. Without a link, Agent Blond has to guess — and sometimes gets it wrong.

Be explicit about amounts: Write quantities and prices literally ("8 hours at CHF 150" instead of "about a day's work"). If you state a gross total, say whether VAT is included.

Add the project: If the work belongs to a project, mention it via @. The invoice is linked to the project and your reports stay accurate.

Check before sending

Agent Blond is in beta. Always verify amounts, accounts, VAT codes, and the recipient yourself before sending a quote or invoice.

Sending with approval

If you ask Agent Blond to send a document directly, it pauses before sending and shows an Approval required card — including a PDF preview of the document as the customer will receive it. The email only goes out once you click Allow.

Refine an existing document

Every invoice and quote has an AI action Analyse in its action menu. It opens a chat with the document as context and proposes fixes to line-item wording, terms, or missing details.

You can also ask freely: "Make line 2 friendlier" or "Add a subtotal after the first three line items".

Sent documents are locked

An invoice or quote that has already been sent is locked for editing — for Agent Blond too. Release it back to draft first if something needs to change.

Restore snapshot (undo)

If Agent Blond created or changed an invoice or quote in a way you didn't want, use Restore snapshot in the response to undo that single change — for example, delete an invoice that was created by mistake or revert a modified line item to its previous state.

Careful

Restoring itself cannot be undone. If the record was edited again after the change, those newer edits are lost too — Blond warns you in that case.

Defaults for every invoice

Use custom instructions to set defaults that Agent Blond follows on every invoice — a preferred payment term, a default language, or a closing phrase you always want included.