Documents
All sales documents in one place
Documents is a comprehensive hub for managing sales documentation – from quotes, through invoices, to customer orders. All documents are gathered in one place, with access to filtering, editing, PDF generation, and creating links between documents.
A clear structure and intuitive interface allow for fast execution of daily tasks, eliminating errors and saving time. It’s not just order in documentation – it’s real support in sales management.
Discover the Document System Solutions
Built-in search and intuitive interface
Data is presented in clear and readable tables, enabling easy sorting and quick document preview. With the built-in search, you can quickly find the required document – regardless of its type, date, or assigned client. This solution significantly speeds up daily work with large amounts of data.
Quick access to document options
Select a document from the table to access various functions, such as preview, edit, correction, download as PDF, create a duplicate, or change the status. All options are available without opening the document, which speeds up and simplifies management.
Select document category: Invoices, quotes, orders
You can easily switch between the main document categories: invoices (including their variants), quotes, and customer orders. Each tab has its own filtering and structure, making navigation and document organization easier.
Real-time preview and quick actions
The system allows real-time document preview, so you can quickly check their contents without the need to download files or open them in external programs. This minimizes the time spent reviewing documents and increases efficiency.
Easy document editing and updating
From within the system, you can conveniently edit documents, such as quotes or invoices, without the need to create new files. This makes it easy to make changes, such as updating customer data, changing quote values, or modifying order conditions, without unnecessarily generating additional document versions.
Adaptation to norms and standards
The system ensures compliance with current legal regulations regarding document storage. It allows for the creation of documents that comply with VAT regulations and accounting standards, making tax settlements and audits easier.
Intuitive
AdoZet 360 software is designed with the user in mind – the clear interface and logical function layout make the system easy to use without the need for detailed onboarding.
Reliable
The system operates smoothly regardless of the scale of use. It ensures continuous operation, minimizing the risk of downtime and providing confidence in every situation.
Efficient
With smooth performance and a smart structure, the system speeds up tasks by automating processes and optimizing workflow, boosting team efficiency daily.
Secure
AdoZet 360 meets current legal requirements and security standards. It effectively protects user data and documentation, ensuring compliance at every stage.
Invoices
The “Invoices” tab allows you to manage various types of sales documents in one place. Thanks to the division into categories (VAT, proforma, simplified, corrective), users can quickly find the document they need. Filtering lets you jump straight to the correct item—without clicking through forms or search bars.
- Division by document type – allows for quick switching between different kinds of invoices without the need for additional filters
- Actions without leaving the view – enables you to perform key operations, such as issuing a correction or marking a payment, without opening invoice details
- Text-based and selective filtering – makes it easy to find a specific invoice by number, contractor, or payment status
The invoice module is a tool designed with user convenience in mind. Organized data and fast access to key functions make document management simple and hassle-free.
Offers
The “Offers” tab allows for efficient management of offer-related documents. The table view presents key data related to sales offers – with options to filter, edit, and quickly convert them into orders, clients, or invoices. Thanks to a logical layout and an action menu available directly from the list, users can make decisions and take actions without opening each document individually.
- Direct actions – the ability to instantly create an order or invoice directly from the offer
- Clear data view – the most important information is visible immediately, without the need to open the document details
- Quick access to offers – a central place to browse and filter offers based on selected criteria
The offers view makes it easier to track the sales stage and enables instant responses to customer needs, significantly reducing the time from offer to transaction.
Customer Orders
The “Customer Orders” tab allows you to track the entire fulfillment cycle – from the moment an order is received to the issuance of related documents. Thanks to links with invoices, leads, and warehouse documents, users have immediate access to the full context. Statuses, deadlines, and responsibilities are visible at a glance, making it easy to identify delays and respond quickly to bottlenecks.
- Complete fulfillment history – all stages of order processing visible in one place, without switching tabs
- Response to bottlenecks – identifying weak points and responsible persons helps maintain process continuity
- List-level management – issue work orders and warehouse documents without opening order details
The tab provides full transparency of customer service – it facilitates team collaboration, reduces the risk of delays and allows you to control the entire process from a single place.
Preview
The order preview provides full, quick access to all key information, enabling effective control over the fulfillment process. Its intuitive and clear layout allows you to instantly assess the order status, monitor deadlines, and manage payments and tasks — all without switching between screens. This lets users react immediately to delays and make informed decisions, increasing the efficiency of the entire process.
- Comprehensive data view – all essential order information logically organized in dedicated sections
- Complete financial summary – a clear overview of net value, shipping costs, and remaining amounts due
- Functionality tailored to your needs – option to select currency, add notes, and include internal weights
You have a complete picture of the order in a single, clear view, allowing for quick reactions to changes and effective management of the entire fulfillment process. It’s a tool that helps eliminate errors, avoid delays, and maintain full control over every stage — from the moment an order is received to its completion.
Invoice Editing
The invoice editing view provides full control over the document’s content – from basic data and contractor/payment details to sales items and final values. Everything is organized in a clear and structured way, allowing the user to quickly make changes, add new elements, or update key information without the risk of omissions.
- Intuitive document structure – everything logically arranged
- Dynamic item management – add single or multiple items with one click
- Clear value summary – a transparent overview of costs and amounts due makes final approval easier
The editing view is designed so that users can apply changes quickly and without complications, while maintaining complete clarity and control over the document’s content.
Invoices – full control over settlements
The system supports four types of invoices: VAT, proforma, simplified, and corrective. Check how they differ:
VAT Invoice
The standard form of settlement – a full invoice with VAT, in compliance with current regulations. Ideal for everyday B2B and B2C transactions.
In the system, you can easily issue a VAT invoice by assigning it to a specific client, order, or quote. The document includes all required fields and is ready for export or printing.
Proforma Invoice
An informational document used as a basis for payment before the order is fulfilled. It has no accounting value but is essential in many sales processes. In the system, issuing a proforma invoice is quick and intuitive – allowing for efficient preparation of a quote before finalizing the transaction.
Simplified Invoice (without VAT)
A simple sales document without the specified VAT – used in situations where the transaction does not require a standard VAT invoice.
It is particularly useful for sales to individuals or for small amounts where showing the full tax rate is not necessary.
Corrective Invoice
Used to amend previously issued invoices. A clear form for editing and tracking corrections, in compliance with current requirements.
The system automatically links the corrective invoice to the original document, ensuring easy continuity of documentation and correct settlements.
Who will benefit from the Documents module?
- Full control over documentation – quick access to offers, contracts, and orders enables real-time management of the sales process and immediate response to customer needs.
- Fast sales funnel analysis – identifying issues and bottlenecks in the offer process allows for better planning of sales team activities.
- Data for strategic decisions – reports and documents provide a solid foundation for optimizing operations and building effective sales campaigns.
- Quick access to documents – being able to open an offer or invoice during a client meeting speeds up the sales process and increases service professionalism.
- Intuitive editing and creation – generating documents without the need for additional software significantly facilitates everyday fieldwork.
- Offer duplication – saves time when preparing proposals for clients with similar requirements and cooperation terms.
- Centralized documentation – all files in one place eliminate clutter and reduce the risk of errors in customer service.
- Advanced management – the ability to edit, organize, and generate PDFs based on permissions ensures control over document quality.
- Improved team collaboration – facilitates communication between sales, production, and accounting, speeding up order finalization and invoicing.
Modules tailored to your needs
AdoZet 360 offers the freedom of choice, allowing you to mix and match modules that best meet the needs of your business. This gives you a flexible system fully adapted to the specifics of your operations. At any time, you can expand the structure with new functionalities as your organization grows.