- Custom quotes in a few clicks
- Automatic quote → order → invoice conversion
- Full history of every proposal
From quotation to invoice, without disruption
With our Swiss online quotation application, creating commercial offers becomes simple and controlled. You structure your sales from the first proposal and convert every accepted quotation into an order and then into an invoice, without any data re-entry.
Products & services
Create your quotations from your product catalogue and services. Amounts, quantities and discounts are calculated automatically to ensure consistent offers and professional results.
Quotation creation
Generate customised quotations in just a few clicks. Edit, duplicate or cancel a quotation at any time while keeping a clear quotation history for each customer.
Conversion into order
An accepted quotation is instantly converted into an order. You track the status of every commercial offer and control your sales pipeline without spreadsheets or manual follow-ups.
Invoicing in one click
Each order can be converted into an invoice with a single click. Your sales cycle is fully automated, from the first quotation to the payment.
Dynamic quotations, automated calculations
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Product & service catalogue
Create your quotations from your product list and services. Each line can be adjusted with quantities and discounts to precisely match every customer’s needs.
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Editing & duplication
Edit an existing quotation, duplicate it for another customer or create a new version without starting from scratch. Save time while keeping a structured quotation history.
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Cancellation & tracking
Cancel a quotation or mark it as declined to keep a clear view of your sales cycle. Easily see which offers are pending, accepted or lost.
PDF & Excel export of quotations
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Professional PDF quotations
Download and send ready-to-send quotations by email with your logo, colours and customised layout.
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PDF & Excel quotation export
All your quotations can be exported in a few clicks in PDF or Excel format directly from the quotation application. You get structured files for digital archiving, sales follow-up and opportunity analysis.
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Archiving and traceability
Keep a quotation history, invoices and payments to facilitate checks, audits and VAT declarations.
Quotation customisation
Customise your quotations to reflect your company’s identity. Adapt your document layout with your logo, colours, legal information and text structure. Every generated quotation automatically follows your template, without having to redo the formatting each time.
The customisation of quotations is applied consistently to all your documents, ensuring a professional and uniform image from the very first contact with your customers.
Create, edit and convert your quotations into orders and then into invoices from a single application designed to structure your entire sales cycle.
Switch to smart quotation management
Choose the plan that fits you
Start today with our Basic plan, ideal for administration and invoicing. More advanced plans are coming soon to support your growth.
Basic
- Full invoicing (QR invoices)
- Accounting & general ledger
- VAT & official returns (eCH)
- Archive with OCR
- Unlimited users
Pro
- Everything in Basic
- E-banking & reconciliation
- Reminders & AI collections
- Recurring invoices
- 1 POS terminal included
Enterprise
- Everything in Pro
- Inventory management
- Fixed assets & depreciation
- Multi-company
- Priority support
Prices excl. VAT. Swiss VAT of 8.1% applies for clients based in Switzerland.
