Order from a PDF, Excel or audio with AIDelivery note for selected sectionsTeam chat channels with @NeoPrint QR labels in bulkBill working days, skip weekendsCrew holidays and sick leaveMargin per orderDocuments in the client's languageNeo remembers your preferencesVerifactu invoicesDashboards built from a sentencePortal with your logo and colorsClients sign quotes in the portalImport items and contacts from ExcelOrder from a PDF, Excel or audio with AIDelivery note for selected sectionsTeam chat channels with @NeoPrint QR labels in bulkBill working days, skip weekendsCrew holidays and sick leaveMargin per orderDocuments in the client's languageNeo remembers your preferencesVerifactu invoicesDashboards built from a sentencePortal with your logo and colorsClients sign quotes in the portalImport items and contacts from Excel

Record partial deliveriesKit price built from its accessoriesDaily departures and returns briefLow-stock warning when bookingRefundable deposit per itemFollow up unanswered quotesROI of every piece of equipment50+ customizable invoice templatesUndo changes made by NeoAdvance payments on the final invoiceWorkflows triggered by webhooksOnline order checkoutCustom fields on documentsAudit log: who did what and whenRecord partial deliveriesKit price built from its accessoriesDaily departures and returns briefLow-stock warning when bookingRefundable deposit per itemFollow up unanswered quotesROI of every piece of equipment50+ customizable invoice templatesUndo changes made by NeoAdvance payments on the final invoiceWorkflows triggered by webhooksOnline order checkoutCustom fields on documentsAudit log: who did what and when

Duplicate an order in one clickSeveral versions of one quotePrep buffer before and after rentalsMark damage on equipment photosRental insurance on the orderFacturae for public bodies (FACe)Escalating overdue-invoice remindersEstimate vans needed with AIKnow when the client opens your emailClients see gear out and overdueInternal booking appPartial invoicing of an orderSeveral companies, shared contactsDuplicate an order in one clickSeveral versions of one quotePrep buffer before and after rentalsMark damage on equipment photosRental insurance on the orderFacturae for public bodies (FACe)Escalating overdue-invoice remindersEstimate vans needed with AIKnow when the client opens your emailClients see gear out and overdueInternal booking appPartial invoicing of an orderSeveral companies, shared contacts

Assign crew and vans without overlapsDuration-based rate templatesSwap an item for its alternativeConsignment stock split by owner %Quotes in other currenciesCash count and register closeAsk Neo about your businessInbox that labels email by itselfRental contracts with signatureClients check the delivery note listConnect your AI assistant via MCPSales receiptsCalendar synced with Google and OutlookAssign crew and vans without overlapsDuration-based rate templatesSwap an item for its alternativeConsignment stock split by owner %Quotes in other currenciesCash count and register closeAsk Neo about your businessInbox that labels email by itselfRental contracts with signatureClients check the delivery note listConnect your AI assistant via MCPSales receiptsCalendar synced with Google and Outlook

Sales documents: quotes and invoicing

From the quote to the payment.

Prepare quotes from the equipment and services in the order. Review prices and terms, share the proposal with the customer and keep billing connected to the job.

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Built around how you work.

Four things Sales documents does for your team.

Build the quote from the order.

Start from the equipment and services in the order, project or repair ticket. Review the prices and conditions before sending the quote.

Keep billing connected.

Issue invoices, credit notes and receipts against the work they belong to.

Send a clear proposal.

Bring equipment, services and commercial terms together in the quote.

Let customers sign and pay.

Documents stay available in the customer portal, with signing and payment in the same place.

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The request arrives while you're out. Work can still begin.

Start the proposal from the email on your phone. Back at your desk, open the same conversation with Neo and continue in the editor to review the quote.

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Explore connected products

What works hand in hand with Sales documents.

ProjectsProjects with linked orders, equipment, crew and finances.
OrdersOrders with equipment, kits, spaces and services, availability-checked booking and templates.
ContactsCustomers, suppliers and leads with addresses, contact people and terms.
Customer portalPortal where your customers view orders and sign and pay documents.
TreasuryAccounts, collections, payments, remittances and SEPA mandates.
Filmo OSDiscover the entire platform here.

Continue the job

Follow the opportunity

Keep the next commercial step with the project.

Customer portal

How your client reviews, signs and pays.

How to quote a technical event

A guide to equipment, crew and conditions in the proposal.

Frequently Asked Questions

Quick answers to common questions about how Filmo works, what it costs and how teams get started.

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