Quotes and invoices directly from the job.
Create quotes, order confirmations, delivery notes, progress invoices, and final invoices from existing customer, job, and service data—without duplicate entry.
Product animation or screenshot sequence
Document overview inside the job
Quotes
Create quotes without entering the same data twice.
Customers, contacts, and services are already connected to the job. Reuse that information, add line items and prices, and prepare the document without searching through master data again.
- Reuse customer, project, and service data
- Edit line items, descriptions, quantities, and prices
- Create a PDF and keep it with the job
Screenshot or short input animation
Quote editor with line items and document preview
Order confirmation & delivery note
Turn one document directly into the next.
A confirmed quote does not need to be entered again. Relevant data and line items move into the next job documents and can be adjusted to match the work that was actually delivered.
- Continue quotes as order confirmations
- Create delivery notes from the existing job
- Keep changes understandable in the job context
Document-state flow animation
Continue a document from an existing quote
Progress & final invoices
Keep progress invoices and the final invoice connected.
Partial amounts, invoices already issued, and the remaining balance are shown in one invoice chain. Even on longer jobs, everyone can see what has already been billed.
- Create progress and partial invoices from the job
- Account for billed amounts and remaining balances
- Build the final invoice from the complete invoice chain
Product view or state animation
Invoice chain with progress payments and remaining balance
E-invoicing & archiving
Create e-invoices and archive documents.
Issued documents remain available instead of being silently overwritten. PDF/A-3 supports archive-ready storage, while e-invoices can be provided digitally from existing job data.
- Create e-invoices from existing job data
- Use PDF/A-3 for archive-ready storage
- Track document states and statuses directly in the job
Detail view or short status animation
E-invoice, PDF/A-3, and document status inside the job
One continuous document flow
Everything stays connected from quote to payment.
Quotes, order confirmations, delivery notes, and invoices use the same data. Customer information, services, and document statuses continue wherever the next step needs them.
Core feature: Job documents