Writing quotes and invoices with Agent Blond

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

When creating or changing documents, Agent Blond writes — it actually creates or modifies records. You don't need to flip a switch; it recognizes the intent from your question and the page you're on.

Draft a new offer 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 an offer or invoice.

Refine an existing document

Every invoice and offer has an AI action: Suggest improvements 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".

Restore state (undo)

If Agent Blond created or changed an invoice or offer in a way you didn't want, use Restore state 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. Make sure you really want the state from before the change.

Defaults for every invoice

Use custom instructions in your personal settings 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.