Case study · Demo
Business tool
Client file tracking: from quote to invoice, documents generated in one click.
- Files
- 240 a year
- Documents
- one-click PDF
- Search
- instant
- Export
- Excel
The need
Quotes, orders and invoices scattered across spreadsheets and emails: files get lost.
The solution
A single tool: each file follows its steps, documents are generated and emailed.
What the demo shows
Each file’s status reads at a glance; colour is reserved for statuses.