From reusable data to a delivery-ready invoice.
Keep clients and services in one place, create quotes and invoices, and deliver documents through a connected company email.
Quote #QT-2048
A clear flow, step by step.
- 01Choose a client
- 02Add line items
- 03Review layout and PDF
- 04Approve and send
What supports the work.
Client and item records
Integrated into the workflow and designed for day-to-day work.
Quotes and invoices
Integrated into the workflow and designed for day-to-day work.
PDF export
Integrated into the workflow and designed for day-to-day work.
Gmail, Outlook, or configured sender
Integrated into the workflow and designed for day-to-day work.
Email delivery and approval depend on provider, permissions, plan, and configuration.
Invoice editor, PDF generation, and delivery workflow are present in the product.
Common questions
Can I use Docelix with multiple companies?+
Multiple company workspaces can be supported depending on plan, role, and configuration.
Does Docelix replace professional review?+
No. Docelix structures and assists workflows; responsible people review and approve sensitive finance and tax data.
Which integrations are available?+
Supported email and other connections depend on provider, plan, and individual setup.
See Docelix through your own workflows.
In a personal demo, we focus on the workspaces that matter to your business.