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
Quotation creation
Conversion into order
Invoicing in one click
Dynamic quotations, automated calculations
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.
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.
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
Professional PDF quotations
Download and send ready-to-send quotations by email with your logo, colours and customised layout.
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.
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.
Switch to smart quotation management
Choose the plan that fits you
Basic
Pro
These features are under development and will be available soon.
Enterprise
These features are under development and will be available soon.