Documents
Every document in one place, in folders: contracts, worksheets, quotes, invoices, other. The letterhead settings (company details, bank account, representative) are set once and apply to every document.
In the document editor:
- A document can be saved as a template and reused.
- Version history: every save is kept, and any earlier version can be restored.
- Requesting a signature by email — the recipient signs on a link, without logging in; you can countersign. The system records what was signed, when and from where.
- Plain-language summary: the AI describes in one paragraph what the document is about.
Quotes
Itemised quotes with prepared line items for your trade. The client opens the link and accepts or declines with a one-time code. A new client can be added without leaving the screen.
Outgoing invoices
An accepted quote can be turned into an invoice.
In Hungary and Romania, a valid invoice can only be issued through a connected invoicing provider (Számlázz.hu, Billingo, SmartBill) — in these countries your own PDF is not an invoice. Until a provider is connected, the Issue button is not shown.