--- title: "Quote, order and delivery note software | attendo" description: "From quote to order to delivery note without retyping, with lines linked to the source. The invoice is issued by your connected ERP, with its numbering." url: "https://attendo.me/en/modules/business-documents" lang: "en" --- # Every line is typed only once The quote generates the order and the order the delivery note, with lines linked to the source. What is billable goes to your connected ERP, which issues the invoice: attendo is not an ERP or accounting software. - Lines linked to the source document - Number series per issuing company - The invoice, in your connected ERP ## Business documents: what it does ### One document generates another An accepted quote becomes an order or a delivery note with its lines linked to the source. It handles partial deliveries, and you always know where each line came from. ### Complete totals Tax per line, stacked discounts, withholding per line, margins, price lists and payment terms with several due dates. Quote versions, optional lines and an expiry date. ### Series per issuing company Several companies or brands in the same instance, each with its own series, its own numbering and its own branding on the PDF. A document is voided, not deleted, and the trail remains. ### Catalog with images Products and services with images, variants with barcodes, units of measure, price lists and quantity breaks. The image shows in the list, in the editor and on the PDF. ### The invoice, in your ERP With Odoo, Business Central, Holded or SAP Business One, the document goes to your ERP, which issues the invoice. Its official number comes back automatically. Other ERPs connect through API v4. ### Your design, in batches Each document type prints with its own template and your branding. You print in batches or export to Excel from the list, and your ERP’s PDF can go out with the email. ## Step by step This is how it is used day to day, on the same document as the rest of the modules. ### Step 1 · Quote From the opportunity or from the list, with the catalog and your price lists. If you like, you publish it as a web quote so the customer can accept it with one click. ### Step 2 · Order and delivery note What is accepted becomes an order and a delivery note without retyping, partial deliveries included. In the field, the service report generates its own delivery note. ### Step 3 · Invoice Your connected ERP issues it with its official number, which comes back to attendo on its own. ### Step 4 · Closing When the document closes, whether accepted, invoiced or voided, your ERP finds out. You choose what each ERP is told. ## It fits every area Industry solutions [attendo CRM](https://attendo.me/en/crm) [attendo CMMS](https://attendo.me/en/cmms) [attendo Field Service](https://attendo.me/en/field-service) [attendo After-Sales](https://attendo.me/en/after-sales-service) [attendo Projects](https://attendo.me/en/projects) ### Industries that use it - [Equipment manufacturers and distributors](https://attendo.me/en/industries/equipment-manufacturers): Quotes with dimensions and variants - [Consulting and professional services](https://attendo.me/en/industries/professional-services): Hours that get logged, retainers that add up - [And any other business](https://attendo.me/en/industries): attendo can be set up for any line of business. See all industries Use cases by department [Finance and administration](https://attendo.me/en/use-cases/finance-and-administration) [Purchasing](https://attendo.me/en/use-cases/purchasing) [Executive management](https://attendo.me/en/use-cases/management) [Sales and after-sales](https://attendo.me/en/use-cases/sales) ## Where it fits (and where it does not) - attendo is not an ERP or accounting software: it does not issue invoices or keep your books. - It does not file anything with tax authorities. In Spain, SII and the other obligations with the AEAT are covered by your connected ERP. ## Modules that go hand in hand ### [Quote management and web quotes](https://attendo.me/en/modules/quotes-and-web-offers) Quotes with options that the customer opens, picks and accepts ### [attendo Pay](https://attendo.me/en/modules/pay) Collect deposits and payments online through your own gateway ### [attendo eSign](https://attendo.me/en/modules/esign) E-signature for the quote or the contract, right from its record ### [ERP integrations](https://attendo.me/en/modules/erp-integrations) Odoo, SAP Business One, Business Central and Holded, connected ## Glossary terms Sales and customers ### Deposit Upfront payment · down payment · advance payment A deposit is the part of the price a customer pays up front, when accepting the quote or before the work starts, and it is then deducted from the total. Field work ### Service report Job sheet · field service report A service report is the document that records what the technician did on a job: tasks, time, materials, notes and evidence. Sales and customers ### Customer profitability Account profitability Customer profitability is the difference between what you bill an account and what it costs you to serve it. [See all 53 glossary terms](https://attendo.me/en/glossary) ## Frequently asked questions ### Can I invoice from attendo? No. attendo is not an ERP or accounting software. It prepares what is billable, from quote to delivery note, and the invoice is issued by your connected ERP with its official numbering. There are native connectors for Odoo, SAP Business One, Business Central and Holded, and other ERPs connect through API v4. ### Which ERPs does it connect to? Natively, Odoo, Business Central, Holded and SAP Business One. You turn on customers, catalog, stock, documents and payments separately. The connector is validated against your test environment. ### Can I hide a document type from a profile? Yes. Each profile sets each business document type to Full, Read only or Hidden. It applies on the web, in reports, the API, MCP and the mobile app. ### Can I delete a numbered document? It is not deleted: it is voided. It stays in its series, with its status, so the trail is never lost. ### Does it work for purchasing too? Yes. The flow includes purchasing. In maintenance, the order generator proposes one purchase order per supplier from the planned materials. ## Try it with your processes We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)