From quote to invoice, in one workflow.
Work with quotes, orders, order confirmations and delivery notes. Each has its own status, numbering and PDF. Convert accepted quotes into invoices while retaining the document links.
Features in detail
Quote status workflow
Track draft, sent, accepted, rejected, expired and converted quotes, including validity dates.
Quote to invoice
Convert an accepted quote into an invoice and retain its link to the source document.
Order confirmations
Use a separate document type with its own confirmation and completion workflow.
Orders
Manage draft, active, on-hold, completed and cancelled orders with delivery progress by line.
Delivery notes
Create delivery notes and link them to orders for partial deliveries and later conversion.
Document status tracking
Follow each document's lifecycle, timestamps and version history.
Document-specific PDFs
Generate a PDF with the appropriate layout for each document type.
Separate number ranges
Use separate sequential number ranges for quotes, orders, confirmations and delivery notes within each company.
Linked documents
Keep links between source quotes, confirmations, orders, delivery notes and resulting invoices.
Email delivery
Send documents with the applicable email template and delivery tracking.
Quote validity dates
Set a validity date on quotes and track their status.
Delivery progress by line
Track ordered, delivered and invoiced quantities on order lines.
Access by role
Grant access to selected documents through the existing role and sharing rules.
Additional structured document exports
Extend structured export support to further document types.
XRechnung export
A dedicated XML format for invoices to German public authorities.
Drag-and-drop attachments
Add related files, such as terms or product data sheets, to documents.
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