Quotes numbered by the system and printed to PDF with your company letterhead. Accepted ones become orders in one click, and every document carries its own status, its own history and its own totals.
Book 30 minutesAs long as quotes are written by duplicating the previous customer's file, everything seems to work. The bill comes later: hand-assigned numbers that repeat, documents edited after they were sent, and nowhere to look up which deals are still open.
Two people prepare a quote the same afternoon and both use the same number.
The file gets touched up after it was sent and no longer matches what the customer is holding.
Accepted, rejected, expired: the answer lives in the head of whoever handled the deal.
An item's price changes and drags the documents you already issued along with it.
Pick company and contact from your records, then add lines from the product list or write them by hand.
The PDF comes out with your company letterhead. You attach it to your own email and mark it as sent.
Accepted, rejected or cancelled. If the validity date passes, the system marks it expired on its own.
Customer, lines and terms move into the new order. From there the two documents live separate lives.
Prefix and yearly counter reset are configured once. The system assigns the number, sequential and without duplicates even when several people are working at the same moment.
Lines come from your product records or are typed by hand; there are also description-only lines with no amount, useful as section headings. Quantity, unit, discount and VAT are set line by line.
Net, discounts, VAT and document total are not written by the browser: the database recomputes them every time a line changes. The header discount is spread proportionally across the VAT rates in use.
Company name, VAT number, address, IBAN and logo are entered once and apply to the documents of every module. The PDF is generated in the browser, in Italian or English depending on the customer.
Customer asks for a change after you sent it? A revision is born: a new document linked to the previous one, with its own number. Duplicate instead creates an independent copy, to start from a similar quote.
Creation, status changes and who made them stay recorded on the document. Automatic transitions, such as expiry, show up as performed by the system.
In draft the document can be changed in every part. From sent onwards it stays the snapshot of what the customer received.
When a quote moves to sent, everything printed on the PDF stops being editable: number, customer, subject, lines, terms, discounts. Only the validity date stays open — extending it is ordinary commercial practice and does not touch the amounts — along with the internal notes.
This is not an interface lock you can get around by opening the app on another device: the rule lives in the database, so it holds for the web app, the mobile app and any other route in.
Every line keeps the description and the price from the moment it was added. If the price list changes a month later, the documents already issued do not move an inch.
It is also why the PDF needs no archiving: the document can always be reproduced exactly as it went out.
The sales order picks the job up after the customer says yes: confirmation, preparation, shipping, fulfilment. It can be born from an accepted quote or start from scratch.
You can also step back — from shipped to preparing, from confirmed to draft — because a wrong status gets corrected, not cancelled along with the order. And whoever ships without a preparation stage skips that step entirely.
A sent or accepted quote shows a «Create order» button: customer, lines and terms land in a new draft order. One quote can generate several orders, for separate deliveries for instance.
Editing the order does not touch the quote, which stays the snapshot of what the customer accepted. The quote keeps the list of orders that came out of it.
Commercial content — lines, prices, discounts — can be edited while the order is draft or confirmed. Logistics data, such as delivery dates, stay open through shipping included.
Next to your order number there is room for the number the customer uses, so when they write quoting their own reference you find it with a search.
Total orders, orders in progress, fulfilled ones and the overall value of open work sit above the list. Below, filters by customer, status and period, and search on number, subject and reference.
The Orders module does not need Quotes to work: it installs and enables by itself. If Quotes are there, the conversion button appears; if they are not, it simply does not.
Prefix — PRV for quotes, ORD for orders — and yearly counter reset, with a preview of the next number under the fields. The two counters are independent.
Default VAT and currency, validity days used to compute the expiry date, delivery times, payment terms, opening text and general conditions. Pre-filled on every new document and always editable.
Each company decides in which statuses a document can be deleted: all of them, to keep the archive free of tests and duplicates, or draft only, as traditional business software does. This rule too is enforced by the database.
Settings are reserved to admin and back office users, and so is deleting documents. Everyone else works on the documents without being able to change the rules of the game.
From the phone you do everything you do in the browser: creation, lines, revisions, status changes, conversion to order. Only the PDF differs — instead of being printed it is shared with the phone's apps.
As with every module on the platform, one company's documents are not visible to any other. The isolation is guaranteed by the database, not by the application code.
The other modules on the platform use AI because they read documents, emails or websites: that is where it brings a measurable advantage. A quote does not. What a quote needs is that the numbers add up, that the numbering does not skip, and that a document already sent stays identical to itself.
If one day AI has something useful to do in this module — suggesting an opening paragraph, reviewing the terms — it gets added. Not before.
Thirty minutes, no commitment. You leave with an honest technical opinion on what is worth automating.
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Custom cloud business software, built on a base that already works. Source code and infrastructure stay with the client.
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