PDF and Excel
Both formats from one document, on your letterhead.
Prepare, review and track customer quotations.
Create quotations and invoices in PDF and Excel on your letterhead. Include lead times, weights, split deliveries and alternatives, with a record of sent documents.
Available capabilityIncluded capabilities
Numbered from the order
ORD-2026-0003 becomes QUO-2026-0003-1, and invoices follow the same rule.
Sent and tracked
Draft, sent, accepted or cancelled, with a record of every time it was sent.
Terms and entities
Delivery, payment, warranty and signature terms; mainland or free-zone entity; bank details on the page.
Lead times and weights
Lead time in days, "in stock" where it is, and weight per line and in total.
Split deliveries and alternatives
A line delivered in lots, or an either-or alternative, printed as such.
Part numbers kept on one line
Long part numbers stay on one line in the PDF, never split across two.
Customer price consistency
A part priced differently from what the same client was quoted in the last twelve months is flagged on the order, with the earlier price, quotation and date: restore the old price or approve the new one. You're asked when the quotation is raised, and it doesn't go out until every line is settled.
Below-cost price review
A line priced at cost or below is flagged in red with the loss per piece: go back to the order's mark-up, or sell at that price deliberately, with a name against the decision. You're asked when the quotation is raised and again before it goes out.
Proforma invoice
The accepted quotation reissued as a proforma to pay against: marked as not a tax invoice, valid for two weeks, with the bank details and the number to quote on the payment. The tax invoice follows from the same order.
Quotation follow-ups
Schedule up to three follow-up emails in the quotation thread, with editable timing and wording. Combine stock availability with an offer to reserve items where appropriate. Follow-ups stop when the customer replies; unanswered quotations close as lost two weeks after the last contact.
Follow-up wording and frequency controls
Vary follow-up wording and limit messages to one per company within five days. Combine quotations due for follow-up into one email, keep a 90-day history and flag repetitive drafts for manual review.
VAT on top or included
Set VAT to 5% or 0% according to the entity and customer location, with manual overrides. Choose tax-inclusive or tax-exclusive prices. Margins, quotations, invoices and accounting records use the same tax treatment.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.