Planning and offer
Configure the Offer Template (Angebot)
Set the default look of every offer your team sends: cover page, company introduction, page order, designs, footer, legal texts, and which sections show or hide.
Enable photogrammetry for your workspace
Set up drone photogrammetry for your workspace so your team can survey a roof and work from a 3D model instead of taking manual measurements.
Planning packages as parts-list templates
Build your standard parts lists once and import them into a new planning, so you don't configure every offer from scratch.
Planning settings
Set your workspace's default planning mode and find the package, discount, subsidy, and offer-template settings that shape every new planning.
Create and apply discount templates
Store standard discounts your reps apply with one click, and control which users may grant their own free discounts.
Legal texts (Rechtliches)
Store your AGB, right-of-withdrawal, and withdrawal-form templates so reps can attach the right legal text to every offer.
Pages & Design (Seiten & Design)
Control which sections appear in the offer PDF, in what order, and with which cover and page designs.
Create subsidy templates
Store regional or municipal subsidies as templates, as a fixed amount, a percentage, or a tax deduction, then pick them per offer.