How it works
The journey of a job, from the request received by email to payment. Each step corresponds to a shipped feature.
The request arrives by email
Your customer sends their quote request with drawings (DWG, PDF, STEP). The email is received on your dedicated address: the contact and the company are identified, the attachments retrieved.
The quote is created in one click
The request is recognised as such; the quote is created with the drawings already linked to the lines. If the email is a supplier offer, a supplier quote is created instead.
You estimate
Materials and purchases, operation times, margins: estimating is structured, with reusable templates and suggestions drawn from your previous quotes. You remain the decision maker.
The quote goes to the customer
PDF on your letterhead, sent by email with the attachment. Successive versions are kept; unanswered quotes are reminded automatically.
The accepted quote becomes an order
With no re-entry. The tasks to do are generated at every status change (preparation, procurement…).
Purchasing follows
Supplier consultation, purchase orders, partial receipts, supplier invoices matched against orders.
Manufacturing is organised
Manufacturing order with bill of materials and routing; Pass-Prod checklists validated per department with sign-offs.
Delivery
Delivery note as PDF; lines are tracked on the balance if everything does not ship at once.
Invoicing
Invoice in one click from the order: legal numbering, partial payments, Factur-X export and transmission via PDP for e-invoicing.
Payment is tracked
Receipts, automatic overdue status, reminders generated as tasks until payment.
What if I don’t want to go through email?
Everything can also be done by hand: create a quote, an order or an invoice directly in the interface. Email automation saves time; it is not mandatory.