Sales & Billing: From Quote to Invoice
A seamless process instead of siloed solutions: With the CATAMA automotive software, you can create quotes, convert them into orders, and process invoices in compliance with legal requirements—including labor rates, open items, and accounts receivable management.
Cloud · GoBD-compliant · Data center in Germany
Seamless Sales and Billing
CATAMA integrates lead generation with billing—so that an inquiry can be turned into a paid order without any detours.
Offers & Estimates
Create quotes, assign them to employees, send them out, have them confirmed digitally, and track them.
Order Management
Convert confirmed quotes into orders with a single click and keep track of their processing status.
Pricing & Packages
Calculate using labor rates, parts, and packages—including time, surcharges, and discounts.
Bills & E-Bills
The order is converted into an invoice—GoBD-compliant and in e-invoice format (ZUGFeRD & XRechnung).
Payments & Open Items
Post incoming payments, track open items, and initiate the dunning process as needed.
Tracking & Success
Identify which offers lead to closed deals, and make your sales success measurable.
From Prospect to Paid Order
Quotes are sent directly to your customers, confirmed digitally, and converted into orders and invoices with a single click. This way, you won’t miss any sales opportunities or waste time on duplicate data entry.
- Quote – Order – Invoice: A Seamless Process
- Digital confirmation by the customer
- Work Values, Parts & Packages
- Keep Track of the Status of Each Request
Billing Without a Media Break
The invoice is closely linked to the order and the customer. Invoices are generated in compliance with GoBD, can be sent as e-invoices, and can be transferred to the tax office via DATEV export.
- GoBD-Compliant Invoices & Credit Memos
- E-Invoicing: ZUGFeRD & XRechnung
- Open Items & Billing and Collections
- DATEV Export for Tax Advisors
Sales & Billing – A Brief Overview
How does a quote turn into an order?
With just one click, you can convert confirmed quotes into orders and then into invoices—without having to re-enter any data.
Can I use work values for calculations?
Yes. You calculate orders using labor rates, parts, and packages, including time, surcharges, and discounts.
How does this relate to the invoicing software?
Invoicing is handled through the automotive invoicing software —GoBD-compliant and as an e-invoice.
Where can I manage my contacts?
You can manage your contacts and leads under " Prospects & Contacts "—the foundation of your sales efforts.
More from the CATAMA Universe
From Inquiry to Paid Invoice
Try CATAMA free for 5 days and streamline your sales and billing processes into a single workflow.