Management panel · Documents and signing
Quote sent, contract signed, invoice issued. No paper.
Every document is generated from the order with your design and numbering, sent by email with your template, and signed at the counter, by link, or from the customer account.
No card required · No commission on your sales
How it works
Documents that make themselves and sign in a minute
- 1
Issued when you decide
For each document type you choose whether it’s issued automatically and at which order status, or whether you issue it yourself. Sequential numbering and the PDF are generated on their own.
- 2
With your design and your numbering
Predefined designs, prefixes per type with a preview, paper size, logo, footer, and a one- or two-column contract text. And the text translated into the customer’s language.
- 3
Signed and sent
A public link to view and sign, signing at the counter, or from the portal. Every email send stays in the document’s history.
You set the rules, the system does the work
What you set, what runs itself, and what you do whenever you want
You configure it
- Active types: quote, proforma, invoice, contract and packing list
- Automatic or manual issuance for each type, and at which order status
- Invoicing mode: internal, electronic, external provider, or no invoice
- Numbering prefix per type, with a preview
- Design, paper size (A4, Letter, Legal, A5, A3), logo and footer
- What’s shown on the lines: units, images, free items or hidden lines
- One- or two-column contract text
- Translations of the document text
- Taxes: general setup, profiles, bulk rules and per location
- Confirmation and cancellation emails: off, automatic or manual
It runs itself
- Issued once the order reaches the status you chose, with retry if something fails
- Sequential numbering per series
- PDF generation and document archiving
- Tax calculation with withholdings kept outside the total
- A fiscal snapshot saved at the moment of issue
- Reconciliation of order payments with their invoice
- An email delivery queue with retries
You do it whenever you want
- Create a manual document with its line editor
- Issue, correct or void it
- View the PDF and download it
- Send it by email with a template and see the send history
- Create the public link to view and sign
- Sign the contract at the counter
- Record a payment against the document
- Generate every document for an order
- Bulk-download documents from the repository
Everything it includes
Invoices and credit notes
To correct an invoice already issued.
Quotes and proformas
To confirm before charging.
Contracts
With your own text, in one or two columns.
Packing lists
So the order goes out complete.
Automatic issuance
When the order reaches the status you choose.
Numbering per series
Prefixes per type and per location.
Predefined designs
Your logo and footer, with no layout work.
Five paper sizes
A4, Letter, Legal, A5 and A3.
Signature by link
The customer signs from their phone.
Signature at the counter
No printing or scanning.
Send history
You know what was sent, when, and to whom.
22 email templates
Editable per language, with a test send.
Translated documents
In the customer’s preferred language.
Withholdings and exemptions
Applied per product and per customer.
Reverse charge
For transactions that require it.
Filterable repository
By status, location and date, with bulk download.
Frequently asked questions
About documents and signing
- Do I have to issue every invoice by hand?
- No. You can make it issue itself once the order reaches the status you choose.
- How does the customer sign?
- Through a link from their phone, at the counter, or from their account. The signed copy is emailed to them.
- Can I use my own numbering?
- Yes. You set the prefix for each document type and see the preview before saving.
- Do documents come out in English?
- They come out in the customer’s preferred language, with whatever translated text you configure.