The PDF quote includes the event summary, line details, VAT breakdown, total amount and reservation conditions. It is available from the admin, the customer portal and emails.
Document generation
Quotes, invoices, exports: generated automatically. In your image.
Kwoot produces all the documents you need at each stage: PDF quote, signed quote, deposit invoice, balance invoice. Your logo, your contact details, the right format — without manual effort.
Export quote with statuses, amounts and dates
Customer export with contact details
Export payments by period
What it unlocks
Everything you need to convert more opportunities.
The deposit invoice is generated upon signature. The balance invoice takes into account the deposit already paid and the remainder due. Both follow a clear and consistent format.
You export quotes, customers and payments in CSV format for your accounting, analyzes and operations.
The PDF quote
An automatically generated PDF quote. Clean, complete, in your name.
The PDF quote includes the event summary, line details, VAT breakdown, total amount and reservation conditions. It is available from the admin, the customer portal and emails.
Invoices
Deposit invoice upon signature. Balance invoice at the event.
The deposit invoice is generated upon signature. The balance invoice takes into account the deposit already paid and the remainder due. Both follow a clear and consistent format.
CSV exports
Your data in your spreadsheet. In one click.
You export quotes, customers and payments in CSV format for your accounting, analyzes and operations.
- Export quote with statuses, amounts and dates
- Customer export with contact details
- Export payments by period
Kwoot makes this step clearer for the team and more professional for the client: everyone knows what to do, where to look and when to restart.
Example of a situation handled with KwootYour documents should be as professional as your service.
Kwoot generates each document at the right time, in the right format, without your team having to worry about it.
FAQ
Frequently asked questions about document generation
Do the PDFs comply with Swiss and French accounting standards?
Yes. Automatic numbering, VAT by category and complete legal information.
Can we customize the layout of PDFs?
The header is customizable. The documentary structure then follows a clear and coherent model.
Are old documents retained if the quote is modified?
Yes. Each version is archived and accessible from the folder.
Are CSV exports compatible with Excel and Google Sheets?
Yes. The exported format is compatible with standard spreadsheets.
See also