Documents

A document in SystemOS is a live page, not a PDF attachment. You edit on the left, the preview on the right is exactly what your client sees, and sharing is one link.

Quotes

• Line items with quantities, optional positions, scope bullets and durations.
• Pick items straight from your catalog, or write custom lines and save them back to the catalog for next time.
• Draft from a briefing: paste what the client wrote, get proposed line items priced from your catalog to review.
• Online signature turns a quote into an agreement, with name, drawn signature and timestamp.

Invoices

• VAT handling, partial payments, and an amount-due line that updates as payments land.
• Sent invoices are immutable, corrections happen through a corrective (negative) invoice, the bookkeeping-safe way.
• Import an existing PDF invoice and SystemOS recreates it as an editable document.

From quote to invoice

Once a quote is out (sent, viewed or signed), it shows a Create invoice card. One click copies the client, currency, VAT, line items and terms into a fresh draft invoice with its own number, and the two stay linked: the quote shows which invoice billed it, the invoice shows which quote it came from. Nothing is re-typed, so nothing drifts apart.

Contracts

Numbered clauses, both signatures online, and a locked state once signed. Any share link, contract or not, can be password-protected under the editor's Sharing tab.