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Build with AI reads a customer request, such as a purchase list, a spreadsheet, a photo, or an email, and turns it into quote lines. Qwoty extracts the products, quantities, and prices, matches them with your catalog, and lets you review everything before inserting the lines.

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Prerequisites

  • The quote is editable and has a currency (set by its pricebook)
  • Your organisation has Qwoty AI credits left. Each analysis uses 10 credits. You can check your balance in Settings › Organisation › Billing (Qwoty AI Credit)

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Import lines

1

Open Build with AI

In the Quote section of the editor, click Build with AI. The window “Ready to import your products?” opens.
2

Add your source

Use one or both of these inputs:
  • Add a file (image, CSV, PDF): drop or select a file. Accepted formats: .jpg, .jpeg, .png, .webp, .txt, .csv, .pdf
  • Add a text (email, csv, etc.): paste a table or an email excerpt. When you also add a file, the text is added as context for the AI
The file and the pasted text can’t exceed 10 MB combined.
3

Analyze

Click Analyze with AI. Qwoty reads the document and extracts the product lines.
4

Review the extracted lines

The Extracted lines table shows, for each line:Click a match to open Select a product and pick another catalog product. Adjust quantities and prices if needed.
5

Insert the lines

Click Insert lines (n). Qwoty adds one-off products to a new product section and recurring products to a new plan section. Click ← Start over instead to try with another source.
6

Save

Review the new sections and click Save.

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Troubleshooting

At least one line must be matched with a catalog product before you can insert. Pick a product in the Match column.
The quote has no currency. Check the quote’s pricebook in the sidebar’s Settings tab.
The analysis fails when your organisation has no AI credits left. An admin can buy credits in Settings › Organisation › Billing. If you have credits, try again with a clearer file or paste the content as text.

Add products and options

Add lines manually

Build quote sections

Organize the inserted lines into sections and phases

Subscription and seats

AI credits and subscription
Last modified on October 27, 2026