MILKBOOK

Create quotations and invoices online

Business Processes

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Clearly arranged cockpit
Clear address management
Efficient bidding process
Generate order confirmation
Clear project management
Automatic invoicing
Exact time recording
Central product management
Full exportability
Individual settings

Clearly arranged cockpit

Right after logging in, you will know what you need to do urgently: Do you have to confirm an offer, create a reminder or is it one of your customers' birthday? MILKBOOK® tells you in the overview. Ob ein Kunde Geburtstag hat, eine Zusage auf eine Offerte fällig wird oder ob eine Mahnung auf eine noch nicht bezahlte Rechnung erstellt werden soll. Das Cockpit ist sehr übersichtlich und einfach gestaltet.

Cockpit

Clear address management

Whether customers, suppliers, companies or private individuals: With MILKBOOK® you can easily group the addresses you have entered and export the data at any time.

Address management

Efficient bidding process

Create your offer with just a few clicks, edit it, select the recipient's address and send them the offer online immediately.

Offer system

Generate order confirmation

In just one step your offer becomes an order confirmation. Of course, you can adapt it individually afterwards.

Clear project management

Here you can see all active projects. One click is all it takes to complete the relevant project, archive it automatically and generate the invoice directly.

Project management

Automatic invoicing

Simply transfer the automatically generated invoice electronically directly from MILKBOOK® - or send it in the classic way.

Invoicing

Exact time recording

With the stopwatch, no more time is lost in the course of a project. MILKBOOK® makes every second count for you and you can finally bill according to actual time spent.

Time recording

Central product management

Simplify the quotation and invoicing process by entering your most popular products or entire product groups once.

Product management

Full exportability

MILKBOOK® offers you the exportability of all data from A to Z You can export all addresses, quotations, invoices, every single character and number and output them in an already formatted Excel file (XLSX).

Evaluations & statistics

Individual settings

In the master data you define the user rights, determine how your documents look like and integrate your logo. You can also store text modules or enter new product units, just as you wish.