Quote out.Invoice in.

A lean module for sales and small teams: maintain products, write a quote, send it by email and turn it into an invoice once accepted. The CRM makes it more convenient, but it is not required.

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In short: Quotes and invoices in XOS: your own product list, discount and tax, PDF with live preview, sending by email and converting the quote into an invoice.

As of November 12, 2026 · ProzessX

From quote to invoice, and at the end it says paid. Sample view, simplified.

Sales

From quote to invoice, with PDF and email delivery.

In the Sales Hub package€29.99 per seat per month

Everything€249 per seat per month, all modules

RequirementWorks on its own. With the CRM booked, you can also search customers in the CRM

Book a demo →All prices

What this module handles for you.

Your own product list

You maintain products and services directly in the module and pull them into the line items with their price. You don't need an ERP for this.

Quotes, non-binding quotes, invoices

Line items with quantity, price, discount per line and tax rate. Early payment discount appears as text in the payment terms, nothing is deducted.

Live preview and PDF

While you write, you see the PDF live, then you download it. Document numbers are assigned sequentially.

Real sending by email

When you send, the PDF goes as an attachment to the customer's email address.

From quote to invoice

Status flow: draft, sent, accepted or rejected, and for invoices paid or canceled. An accepted quote becomes an invoice with one click, and only once.

Templates and CRM customers

You save text blocks and default values as templates. With the CRM booked, you search for the customer in the CRM and prefill address and email. Without the CRM, you type the customer name freely.

Sample process

From quote to paid document.

An example of how a document moves through the module.

Create products or choose a template

Write a quote with line items and check it in the preview

Send it to the customer by email

Mark it as accepted

Convert it into an invoice and set it to paid once payment arrives

Related modules.

CRMContacts, companies and deals in one place, always up to date.Sales ReportingYour sales order situation on one page.CustomersOne customer record shared by all ERP documents.

Frequently asked questions.

Do I need an ERP for this?

No. The module has its own product list and works without an ERP. The ERP has its own, more extensive Document Generator.

Does this replace accounting?

No. The module is deliberately lean: no dunning, no e-invoice and no integration with accounting.

See Quotes and Invoices in your daily work.