# Sales: Quotation, Order, Invoice | SpeamCore

> Sales documents in three stages from the product catalogue: quotation, order confirmation and invoice as one record, handed over to order and accounting.

Quelle: https://speam.io/en/verkaufswesen/

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SpeamCore package

# Quote, order confirmation, invoice — one chain with no retyping.

Sales documents with line items from the same product catalog purchasing and stock work from. The quote becomes the order, the order becomes the invoice — nobody transfers a figure.

[View features](#funktionen) [Request a demo](#kontakt) 

2

modules in the package

39,50 €

per user and month

1

document, three stages

## Where quotes cost money

"The quote was priced differently."

When quote and invoice live in separate documents, prices drift while being retyped — usually downwards.

"Was that ever confirmed?"

Without the order confirmation as a stage of the same document, you later lack proof of what was agreed.

"Which quotes are still open?"

Without a status on the document, the follow-up list is a memory exercise.

## One document that grows with the deal.

Sales documents

### Three stages, one case

Quote, order confirmation and invoice are stages of the same document. What changes at the top is right at the bottom — history included.

Line items

### From the real catalog

Line items draw on products, units and prices from inventory. Text and free items cover whatever is not in the catalog.

Handovers

### Straight into job and accounting

The order confirmation creates the work order, the invoice creates the open item — with no second entry.

CRM as an add-on

### Who said what and when

The CRM extension adds profiles and activities; without it, documents still stay traceable on the customer.

## Nothing is retyped between quote and invoice.

The price the customer saw is the price on the invoice. The quantity delivered comes from stock. The hours added come from time tracking. Set the chain up once and you stop losing margin to transfer errors.

Requires purchasing & inventory — the product catalog lives there.

Quote with line items from the catalog

Sales

Stage 1 

Order confirmation with dates

Sales

Stage 2 

Work order and delivery

Execution

Stage 3 

Invoice as an open item

Accounting

Stage 4 

## Rollout in three steps

1 

### Set up document templates

Take layout, text blocks, payment terms and number ranges from the platform core.

2 

### Check catalog prices

Store sales prices on the product so line items are right without recalculating.

3 

### Run the first chain

Take a real quote through to the invoice and check the handovers.

## Per user.

€39.50 / month per user

plus VAT · requires purchasing & inventory

Sales documents in three stages 

Line items from the product catalog 

Handover to work order and accounting 

Text blocks, payment terms and number ranges 

[Request a demo](#kontakt) 

## Questions we hear often

Can we use our own layouts? 

Yes, through the print engine of the platform core with your text blocks and letterhead.

Does it work without inventory? 

No — the product catalog lives there. For pure services, a handful of catalog entries is enough.

Do we also need CRM? 

Only if you want to keep profiles, activities and sales history systematically.

## Let's rebuild your quoting chain once.

We take a real quote through to the invoice — including the handovers into job and accounting.

[Request a demo ](mailto:info@speam.io) [View SpeamCore](https://speam.io/en/speamcore/)