One place for your quotes, proposals, contracts, invoices and inventory. No re-entering data, no spreadsheet juggling, no bloated CRM. Just the workflow your small B2B team actually needs.
Built for small B2B teams that need a consistent process across multiple users. Standardize quoting, keep approvals and document history in one place, convert quotes and proposals into contracts and invoices without copy-paste, and track stock levels with automatic reorder alerts.
Build quotes and client proposals from your saved catalog so pricing is the same across your whole team every time.
Every step carries forward automatically. No re-entering line items, fees or taxes between documents.
Email PDFs, send client updates directly from the contract or work order and keep a full history of every send.
Keep customer details and contacts organized so follow‑ups are fast and consistent across your team.
Keep vendor products and your own catalog in one place so quotes and work orders always pull accurate pricing.
Track stock levels across warehouse and storage locations, get reorder alerts when items are added to a quote or work order, and keep your catalog accurate without a separate inventory system.
See what's billed, collected, outstanding, and overdue with filters for user and company views.
Build your catalog once — with pricing, stock levels and warehouse locations — and every quote, proposal, work order, contract and invoice pulls from the same source. Most teams are up and running the same day. If your jobs do not start with a quote that is fine too, you can go straight to a contract or work order and invoice from there.
VendorMode takes the busywork out of running a job. Quote it, convert to a contract or work order, keep the client in the loop as you go and invoice when the job is done. Inventory stock levels and reorder alerts are checked automatically as items are added. Everything connected, nothing re-entered.
The dashboard shows billed vs collected, outstanding balances and A/R aging across any date range. Payment happens on your end and you mark it collected. The numbers always reflect reality.
Admins see company-wide performance. Everyone works from the same catalog so pricing, stock levels and job records stay consistent no matter who handles the job.
Whether every job starts with a formal quote or proposal, you go straight to a work order, or you need to track product stock across warehouse locations — VendorMode fits around how your team already operates.
Start with a 14 day free trial. When you're ready, choose a plan for your team and add users as needed. Keep quoting, work orders, invoicing and inventory management structured with centralized tracking.
Most teams start the same way: build a quick catalog with pricing and stock levels, send a quote or proposal, convert it to a work order, try the client update feature and invoice it. The whole loop in an afternoon.
VendorMode is quoting, work order, invoicing and inventory management software for small B2B teams. Quotes, proposals, contracts, invoices, stock tracking and billing visibility in one place. If you have a question that is not here just get in touch.
No. The 14 day trial is free and doesn't require a card. You can explore the full workflow — including quoting, work orders, invoicing and inventory — before upgrading.
Yes. You can set stock counts on catalog items, assign warehouse or storage locations to products, and receive reorder alerts when an item is selected for a quote, proposal or work order. Stock counts are updated manually, keeping inventory management lightweight without requiring a barcode scanner or complex setup.
Transactional only: quotes, proposals 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.
All-Access includes two seats, with additional seats available. You can adjust seats in your billing settings.
Yes. Quotes, proposals and invoices can be downloaded as PDFs at any time. You can also email them as PDFs and track send history.
You can require a short code before a customer can view a quote or proposal link. This helps prevent unintended forwarding or casual access.
Absolutely. A lot of trades and field service teams work from repeat jobs or verbal agreements where a formal quote is not part of the process. You can create a contract or work order directly, pull items from your catalog and invoice from it when the job is done. The quote step is entirely optional.
No. Payment collection happens on your end through whatever method you use. When you receive payment you mark the invoice as collected in VendorMode and the dashboard updates accordingly. This keeps your billing picture accurate without requiring any payment integration.
VendorMode lets you convert a quote or proposal into a contract or work order, and a contract into an invoice, without re-entering the line items, fees, or taxes.
Start your free trial today. No credit card, no setup fee, no CRM to wrestle with. Quoting, work orders, invoicing and inventory management — just the workflow your team actually needs.
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