Quote confirmed, documents follow
Dana confirmed QT-2026-0411. Now Dingli buys chains from Hongtai, issues a PI to Northwind, and the warehouse checks the packing list before shipping. That used to be three re-entries and three chances to err; in Patisco they are three stages of one record.

- 1Buyer Northwind carried over from the quote
- 2USD, FOB, Kaohsiung: same terms, same record
- 3Three lines, quantities, prices: not retyped
One quotation; the next three documents grow from it
The day before shipping the warehouse checks PI-2026-0411 against the packing list. The old fear: Dana changed payment terms in her second reply, the quote was updated, the PI was not. Now the PI grows from the quote — lines, quantities, prices and terms are one record.

One deal, one chain of documents

- 1Buyer Northwind, seller Dingli: both parties complete
- 2USD, FOB, validity: this document’s terms
- 3Three lines, quantities, prices — PO and PI carry them over



- 1Buyer Northwind, seller Dingli: both parties complete
- 2USD, FOB, validity: this document’s terms
- 3Three lines, quantities, prices — PO and PI carry them over
No re-entry, no missing lines, no wrong version.
Deals end; the asset stays
Quote, PO, PI and shipping documents are four stages of one record, not four transcriptions.
Who changed what, when it was confirmed, when each document was issued — all on the company’s books.
Look up any deal without digging through mailboxes or asking whoever handled it.
Can documents follow our company’s layout?
Yes. Header, terms, fields and language versions are customisable and exported as PDF.
How does it connect to our ERP or accounting?
Documents export to Excel/PDF; for code-level integration there is an API — see Integrations. We map the touchpoints during onboarding.
If the quote changes, do later documents go wrong?
No. Documents share one source; change the terms upstream and PO/PI carry the same record.
How long does onboarding take?
Sales and assistants keep their rhythm; the system links documents in the background, with a person alongside throughout.
ThenEvery piece of data in these documents can be handed to AI: Hongtai’s spreadsheet, Dana’s business card, a PO photographed on a phone. Hand documents to AI →
See your documents link up
Bring a recent quotation; in 20 minutes we demo with it.
Talk to us for 20 min →20-minute online meeting · pick a slot on the calendar