Quotations, that convince.
Create professional offers with just a few clicks.
Trusted by leading companies








Powerful functions
Everything you need to work more efficiently.
Templates
Use text modules.
Calculation
Calculate prices and items.
History
Keep track of everything.
Follow-up
Convert quotation to invoice.
Status
Keep an eye on the status.
Support
Help with creation.
Professional quotations that close the deal
Quotation creation in cashwerk is not an isolated step but part of a continuous sales chain—from first contact through the quotation to the paid invoice.
The typical quotation process in many companies looks like this: copy customer data from CRM, open a Word or Excel template, enter lines manually, calculate tax, export PDF, and send by email. Every change starts the process over. cashwerk removes those manual steps entirely. Quotations are created in the platform with automatic access to CRM customer data, the Asset Manager for standard lines, and configurable tax rates.
Tight integration with the sales pipeline is the differentiator. From a deal in the pipeline, you generate a quotation with one click. Relevant details—company, contact, deal value, and lines—are transferred automatically. The status workflow (draft, sent, approved, rejected, cancelled) gives your sales team transparency on every quotation. When a quotation is approved, it becomes a GoBD-compliant invoice with one click.
The Asset Manager acts as your central service catalogue and speeds up quoting. Instead of retyping lines, you pull predefined materials, services, and equipment—with units, standard prices, and descriptions. That keeps quotations consistent and cuts pricing and quantity errors.
A professional impression comes from automatic PDF generation with your logo and company details. Quotations are sent by email from cashwerk, archived in Drive, and referenced uniquely via quotation number. Automatic numbering with configurable ranges avoids gaps and duplicates—an often underestimated part of proper business documentation.
The quotation workflow in cashwerk
From deal to approved quotation—professional and efficient.
Win the deal
Identify the opportunity in the sales pipeline. Customer data and deal information are already in the system.
Create quotation
Generate the quotation from the deal with one click. Lines from the Asset Manager, tax rates, and discounts are inserted automatically.
Send PDF
Export a professional PDF and send it by email directly from cashwerk.
Track status
Follow approval in the status workflow and respond to questions.
Convert to invoice
Turn the approved quotation into a GoBD-compliant invoice with one click—all data is carried over.
This is what it looks like
Insights into the intuitive user interface.

Quotation Creation

Quotation Overview
Works great with
Seamlessly integrated modules for your complete workflow.
Common questions
Can I use templates?
Yes, you can store standard texts.
How does the customer accept?
Quotations can be sent and confirmed digitally.
Is there an item master?
Yes, products and services can be saved.
Are discounts possible?
Yes, on item or total level.
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Made in Germany
Developed & hosted in Germany
GDPR-compliant
Fully data protection compliant
Cloud Hosting DE
Servers only in Germany
ESG Certified
Sustainable & responsible
Ready for more efficient workflows?
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