Quote it.
Sign it. Invoice it.
Send a quotation as a private link, let the customer tick extras and sign, then turn it into a delivery and an invoice. It comes with STAK Invoices.
What you get
Quote it. Sign it. Invoice it.
Quotation to order
One document goes draft, sent, signed, confirmed, invoiced, numbered Q- then SO- once confirmed, with optional lines and templates.
Customer page with signature
The customer opens a private link, ticks optional extras, and accepts with a typed or drawn signature.
Deposit before order
Ask for a deposit, or record or waive it; the order confirms once the deposit is settled.
Discount approval
Discounts above a set limit wait for an approver before the quote can be sent or confirmed.
Pricelists
Make pricelists by currency, customer tag or country, with percent rules and quantity tiers.
Delivery and invoicing
Confirmed orders create delivery orders with stock reservation, partial deliveries and backorders; invoice by ordered or delivered quantity.
How it works
Three steps. That’s it.
- 1
Draft a quotation
Pick a customer and products, apply a template or pricelist, and add optional extras.
- 2
Send and sign
Send the private link; the customer signs and, if asked, pays the deposit.
- 3
Deliver and invoice
The order creates a delivery, then an invoice for what shipped or the full amount.
Works with
Connected to the rest of STAK.
Your whole business. One stack.
Reserve your free workspace now. One main app free forever.