Quote → Contract → Invoice

Capture every opportunity—and convert it faster.

VendorMode is an end-to-end commercial workflow platform for teams that quote, scope, and bill customers. Build quotes from a catalog, convert to contracts and invoices in one click, and track billed vs. collected cash so you always know what’s outstanding.

Secure quote access PDF email + download Billed vs collected
Dashboard • Last 30 Days Filters
Billed$42,580
Collected$31,120
Outstanding$12,450
Quotes142
Billed vs Collected
Track billed revenue versus cash collection across any date range.
Top Customers
ACME$12.4k
Northwind$8.9k
Atlas$6.2k
Focus the pipeline by seeing which accounts drive revenue.
Built for operations, not just quoting
One place to quote, convert, invoice, and stay paid.
VendorMode keeps the revenue workflow simple and consistent. Create quotes from a catalog, convert to contracts and invoices in one click, and use dashboards to stay ahead of outstanding balances—without extra admin overhead.
Quotes + Contracts + Invoices
PDF email + download + history
Customers + Vendors + Catalog
Create

Quotes that stay consistent

Build quotes from products and services so pricing stays standardized across the team.

  • Duplicate quotes in one click
  • Attachments included when sending
  • Optional access-code verification
Convert

Quote → Contract → Invoice

Move forward without re-entering details. Keep scope, charges, and line items intact.

  • One-click contract creation
  • One-click invoice creation
  • Fees, taxes, and charges supported
Send

Professional PDF delivery

Email PDFs or download them instantly—every send is tracked for accountability.

  • Quote PDF email + download
  • Invoice PDF email + download
  • Full send history
Manage

Customers and contacts

Store customer details and contacts so follow-ups are faster and cleaner.

  • Centralized contacts
  • Quote & invoice activity
  • Better team handoffs
Source

Vendors and vendor products

Keep vendor info organized and include vendor products in the same catalog flow.

  • Vendor management
  • Vendor product catalog
  • Less quoting guesswork
Measure

Dashboards that surface reality

Know what’s billed, collected, outstanding, and overdue—with filters and company views.

  • Billed vs collected
  • Top customers
  • A/R aging
See it in action. Pricing is live below—signups are coming soon.

How your team uses VendorMode day to day

The workflow is intentionally simple: build from your catalog, send with confidence, then convert and track. Everyone follows the same process — which keeps operations clean.

The core loop

VendorMode removes “busywork steps” so you can move from request to invoice quickly.

1
Create a quote Use products, services, fees, and taxes to generate consistent pricing.
2
Send it professionally Email a PDF or share a link with optional access-code verification. Track every send.
3
Convert and invoice One click to create a contract. One click to invoice. No re-entry.
4
Watch cash collection See billed vs collected, top customers, and A/R aging across date ranges.

Built-in visibility

Dashboards surface the KPIs most teams check every week.

Billed vs collected Top customers A/R aging

Designed for teams

Admins can view company-wide performance or drill into a single user’s activity.

User scope Company scope Date filters

Made for teams that sell projects, services, or products

VendorMode fits any business that needs to quote, track, invoice, and collect reliably.

Contractors
Consultants
Manufacturing
Distributors
Field Services
Solar
HVAC
Warehousing
Agencies
Logistics

Pricing that’s transparent and scalable

Start with a full-featured trial. Upgrade when you’re ready. Add seats as your team grows.

Free Trial

14 days • full product access
Try it
$0
Everything you need to validate the workflow
  • 1 user included
  • Full quote → contract → invoice flow
  • PDF email + download + send history
  • Trial limits designed to keep the platform fast and reliable
No credit card required. Trial limits help maintain performance for everyone.

What you get immediately

Most teams start the same way: build a simple catalog, send a few quotes, convert one into an invoice, and use the dashboard to track billed vs collected and overdue balances.

Faster quoting
Reusable products and services reduce manual entry and mistakes.
Cleaner delivery
PDF email + downloads with send history, every time.
Easy conversion
One click to contract, one click to invoice — no rework.
Better visibility
Know what’s billed, collected, outstanding, and overdue.

Most teams rely on VendorMode to

Standardize quoting Consistent pricing, clearer scope, and fewer back-and-forth revisions.
Keep the handoff clean Convert to contracts and invoices without re-entering line items or charges.
Stay on top of cash Track billed vs collected, overdue balance, and A/R aging by period.
Centralize customer + vendor info One place for contacts, vendors, products, and services used in quotes.
No credit card required for trial. Setup takes minutes.
Quick answers

Everything you need to know before you start.

VendorMode is built to be straightforward: teams can start quoting immediately, convert work without re-entry, and keep customers, vendors, and documents organized.

Transactional emails only Quotes, invoices, PDFs, and essential account notices.
Seat-based pricing $29 includes 2 seats, then $10 per additional seat.
PDFs built-in Email or download quotes and invoices with send history.
Visibility by default Billed vs collected, top customers, and A/R aging.
Still have a question? Check the FAQs below.
Do I need a credit card to start?

No. The 14-day trial is free and doesn’t require a card. You can explore the full workflow before upgrading.

What emails does VendorMode send?

Transactional only: quotes 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.

Quote emails (PDF attached or link)
Invoice emails (PDF attached or link)
Send history tracking
How does team pricing work?

All-Access is $29/month and includes 2 seats. Add seats as needed for $10/month per additional seat. You can adjust seats in your billing settings.

Can I download PDFs instead of emailing?

Yes. Quotes and invoices can be downloaded as PDFs at any time. You can also email them as PDFs and track send history.

How does access-code verification work?

You can require a short code before a customer can view a quote link. This helps prevent unintended forwarding or casual access.

What does “one-click conversion” mean?

VendorMode lets you convert a quote into a contract, and a contract into an invoice, without re-entering the line items, fees, or taxes.

Ready to simplify quoting?

Pricing is set and the workflow is ready—signups are coming soon.

Signups coming soon