Quote → Contract → Invoice

When Quote-to-Invoice Runs in Spreadsheets, Revenue Is at Risk

VendorMode is a quote-to-invoice workflow software for small B2B teams. Replace spreadsheet quoting, manual handoffs, and disconnected invoice tracking with a simple workflow your team can follow.

Secure quote access PDF email + download Billed vs collected
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Built for delivery and billing discipline
Turn team quotes into structured contracts and invoices without manual re-entry.

Built for small B2B teams that need a consistent process across multiple users. Standardize quoting, keep approvals and document history in one place, and convert quotes into contracts and invoices without copy-paste.

Quotes + Contracts + Invoices
PDF email + download + history
Customers + Vendors + Products
Create

Quotes that stay consistent

Build quotes from products and services so pricing stays consistent and defensible.

  • Duplicate quotes in one click
  • Attachments included when sending
  • Optional access-code verification
Convert

Convert without re-entry

Move work forward without copying details. Preserve scope, charges, and line items across documents.

  • Create contracts from quotes
  • Create invoices from contracts
  • Fees, taxes, and charges supported
Send

Professional PDF delivery

Email PDFs or download them instantly. Every send is recorded for follow‑up and accountability.

  • Quote PDF email + download
  • Invoice PDF email + download
  • Full send history
Manage

Customers and contacts

Keep customer details and contacts organized so follow‑ups are fast and consistent.

  • Centralized contacts
  • Quote & invoice activity
  • Better team handoffs
Source

Vendors and vendor products

Keep vendor details organized and include vendor items alongside internal products.

  • Vendor management
  • Vendor product catalog
  • Less quoting guesswork
Measure

Dashboards that surface reality

See what’s billed, collected, outstanding, and overdue with filters for user and company views.

  • Billed vs collected
  • Top customers
  • A/R aging

How your team uses VendorMode day to day

A clean workflow for small teams that collaborate on quoting and invoicing. Create quotes from your catalog, send and track delivery, convert to contracts and invoices, and keep billing status visible without spreadsheet workarounds.

The core loop

VendorMode removes busywork so your team can move from request to quote, contract, and invoice without re-entry or version confusion.

1
Create a quote Use products, services, fees, and taxes to generate consistent pricing.
2
Send it professionally Email a PDF or share a link with optional access-code verification. Track every send.
3
Convert and invoice One click to create a contract. One click to invoice. No re-entry.
4
Watch cash collection See billed vs collected, top customers, and A/R aging across date ranges.

Built-in visibility

Real-time dashboards give visibility into billed vs collected revenue, outstanding invoices, and accounts receivable aging, so your B2B invoicing software reflects operational reality, not spreadsheet estimates.

Billed vs collected Top customers A/R aging

Designed for teams

Admins can see company-wide performance and keep quoting and invoicing consistent across the team.

User scope Company scope Date filters

Made for teams that sell projects, services, or products

VendorMode supports contractors, consultants, manufacturers, distributors, and service teams that want structured quoting and invoicing across their team, without spreadsheet errors, missed revenue, or broken handoffs.

Contractors
Consultants
Manufacturing
Distributors
Field Services
Solar
HVAC
Warehousing
Agencies
Logistics

Pricing that’s transparent and scalable

Start with a 14 day free trial. When you’re ready, choose a plan for your team and add users as needed. Keep quoting and invoicing structured with centralized tracking.

USD
CAD
EUR
AUD

Free Trial

14 days • full product access
Try it
$0
A complete trial to evaluate your quoting and billing workflow. No credit card required.
  • Explore quotes, contracts, and invoices end to end
  • Build a catalog of products, services, and charges
  • Send professional PDFs with delivery history
  • Track billed, collected, and outstanding balances

What you get immediately

Most teams start the same way: build a simple catalog, send a few quotes, convert one into an invoice, and use the dashboard to track billing status, collections, and overdue balances.

Faster quoting
Reusable products and services reduce manual entry and mistakes.
Cleaner delivery
PDF email + downloads with send history, every time.
Easy conversion
One click to contract, one click to invoice — no rework.
Better visibility
Know what’s billed, collected, outstanding, and overdue.

Most teams rely on VendorMode to

Standardize quoting Consistent pricing, clearer scope, and fewer back-and-forth revisions.
Keep the handoff clean Convert to contracts and invoices without re-entering line items or charges.
Stay on top of cash Track billed vs collected, overdue balance, and A/R aging by period.
Centralize customer + vendor info One place for contacts, vendors, products, and services used in quotes.
FAQ

Quick answers, without the fluff.

VendorMode is quote and invoice management software for small B2B teams. Standardize approvals, eliminate duplicate data entry, and replace spreadsheet-driven quoting and billing with a workflow your whole team can follow.

Do I need a credit card to start?

No. The 14 day trial is free and doesn’t require a card. You can explore the full workflow before upgrading.

What emails does VendorMode send?

Transactional only: quotes and invoices (including PDF versions), plus essential account notices (like billing confirmations). VendorMode does not send marketing emails. Every outbound send is recorded in send history.

Quote emails (PDF attached or link)
Invoice emails (PDF attached or link)
Send history tracking
How does team pricing work?

All-Access includes two seats, with additional seats available. You can adjust seats in your billing settings.

Can I download PDFs instead of emailing?

Yes. Quotes and invoices can be downloaded as PDFs at any time. You can also email them as PDFs and track send history.

How does access-code verification work?

You can require a short code before a customer can view a quote link. This helps prevent unintended forwarding or casual access.

What if I only need to track contracts or work orders?

You can absolutely do that. Generate manual contracts or work orders without creating a quote first. You still have the ability to include items directly from your catalog, and the one-click transition from contract to invoice is fully available.

What does “one-click conversion” mean?

VendorMode lets you convert a quote into a contract, and a contract into an invoice, without re-entering the line items, fees, or taxes.

Ready to standardize your quote-to-invoice workflow?

Start your free trial and bring structure to team quoting, approvals, and invoicing.

Get started

Questions?

Send us a note and we’ll get back to you.