Quote out.Money in.

Build your templates once, fill quotes and invoices with data from CRM and ERP, track acceptance and payment, and send reminders for overdue invoices.

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In short: Document Generator in XOS: template builder, quotes and invoices from CRM and ERP data, PDF, payment tracking, dunning and Peppol XML.

As of November 12, 2026 · ProzessX

Template plus data produces the quote as a PDF, which then becomes the invoice. Sample view, simplified.

Finance and ERP

Build, send and track quotes and invoices.

In the ERP package€149 per seat per month, only available as a complete package

Everything€249 per seat per month, all modules

Book a demo →All prices

What this module handles for you.

Templates in the builder

Assemble templates from blocks: logo and header, address block, document number and date, line item table, totals block, legal footer and free text.

A template from an old document

Upload an existing quote or invoice. The AI only recognizes the structure and creates placeholders instead of real values. The original document is not stored.

Create quotes and invoices

Pick the customer from the ERP or CRM or enter them freely, take line items from the catalog or as free text, and generate the PDF.

From quote to paid invoice

Quotes are accepted or rejected and can be converted into an invoice, order or project.

Dunning

Overdue invoices are checked every hour and escalated by one dunning level after the grace period.

Sending and e-invoice

XOS prepares the email with the PDF attached. Sending it remains your decision.

Sample process

From inquiry to paid invoice.

An example of a quote followed by an invoice.

Create a quote from a template or have one suggested from an email

Check and send the PDF

Quote accepted, convert it into an invoice

Send the invoice, record the payment

If payment is late, dunning kicks in

Also in the chat: the ERP Agent lists documents, creates quotes and invoices and records payments. Creating, paying and deleting are critical steps and need your confirmation.

Related modules.

CustomersOne customer file shared by all ERP documents.Product CatalogAll products and prices in one place.Sales OrdersFrom quote through order and delivery note to invoice.AccountingDouble-entry bookkeeping with an unalterable journal and DATEV export.CRMContacts, companies and deals in one place, always up to date.Recurring contractsSubscriptions and maintenance contracts generate their own invoices.

Frequently asked questions.

Which integrations are available?

Invoices can be transferred to Lexware Office one by one, and quotes can be sent for signature via DocuSign. Both require a connected account.

Is this a certified e-invoice?

XOS generates structured XML based on the mandatory fields, but is not itself a certified Peppol access point and does not validate against the complete official rule library.

See the Document Generator in your daily work.