Frequently asked questions

Frequently asked questions and answers about PreventivOk

Who is PreventivOk for?

PreventivOk is the ideal solution for freelancers, self-employed workers and small and medium-sized businesses who want to create online quotes quickly, easily and professionally.

How does PreventivOk work?

Select your professional area, choose the items from the price list or add your own, check the summary and send the PDF to the customer. At any time, you can duplicate, modify and share your quotes.

Which professional categories are available?

Our catalog is constantly expanding and if your profession is not in the following list, don't worry, you can select another one and continue creating your quote. Currently, suggestions are available for the following professional categories:

  • - Lawyer
  • - Accountant
  • - Psychologist
  • - Digital content creator
  • - Physiotherapist
  • - Digital marketing
  • - Marketing and communication
  • - Nutritionist
  • - Sports
  • - Software developer
  • - Plumber
  • - Electrician
  • - Construction
  • - Nursing

What can you do with PreventivOk?

Create quotes
Create your quote in just a few clicks, select your professional area, enter the service, save and share. Easy as described.
Suggestions
PreventivOk offers more than 1000 suggestions to help you complete your quote.
Automatic calculation
PreventivOk automatically calculates the service amount, VAT and net amount. If there are discounts or surcharges, the changes will be automatically applied.
Save your quotes
Your quotes are safely stored in your account, even if you're not online.
Export to PDF
Download your quote in PDF format at any time.
Business costs management
Manage and monitor your business costs, enter your invoices and payments, with an area dedicated to Premium users. The costs are also used for tax calculation.
Client database
With PreventivOk, you can do much more than just create simple quotes. Create your client database, accessible at any time.
Financial analysis
PreventivOk helps you keep track of all your financial operations, with an area dedicated to Premium users for a more detailed analysis, including information such as: total amount of your quotes, tax amount, net amount, outstanding payments and much more, all in one place.
Client classification
Not all clients pay on time, respect deadlines or always accept estimates. PreventivOk allows you to create a classification of your best clients, with an area dedicated to Premium users.

What will your quote look like?

We are constantly working to improve your quote and make it as precise as possible. In the following image, you can see how your quote will look like.

Click on the image to zoom in