Documents
From quote to order in a few steps.
Quotes use the same master data as invoices. After acceptance, data flows into follow-on documents.
These are the points this feature covers day to day.
The workflow in Jupiter ERP, on this page.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
Quotes use the same document form as invoices: product selection, discounts, headings and subtotals, optional lines for alternatives, and text templates with placeholders. Status (open, accepted, declined) keeps the sales pipeline transparent.
After acceptance, derive order confirmation, delivery note, or invoice, without retyping line items. That noticeably reduces errors between sales and back office.
Optional rows appear on the quote PDF but do not count toward the net total: ideal for add-on services or variants. Customers see the full scope; your calculation stays focused on the core offer.
The quote uses the same form as the invoice. You calculate, send it, and continue after acceptance without retyping the lines.
Customer, prices, and texts stay in place when the quote becomes the next document. The gap between what was sold and what is billed gets smaller.
You can release accepted quotes in the customer portal so the customer can fetch the PDF again.
The main building blocks at a glance, complemented by the longer description above.
Filters and status for open, accepted, and rejected quotes.
Mark lines as optional. They appear on the quote but are excluded from the net total (ideal for alternatives and upsells).
Products from the catalog, headings and subtotals, per-line or document-level discount, copy/paste lines between quotes.
Create order confirmation, delivery note, or invoice from the quote: contact, lines, and text carry over.
Insert intro, footer, and subject via templates with placeholders for customer and document.
Line items
Edit lines quickly: from catalog item to subtotal.
Process document
Follow-on documents from the source, without double entry.
Order confirmation
Binding orders documented clearly.
Invoices
Professional outgoing invoices with status and archive.
Text templates
Consistent text with placeholders, without constant copy-paste.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
