From your product catalog to the invoice signed by AEAT, without re-entering anything. Approval workflow, status tracking and automatic conversion with project, tags and cost center.
Every quote knows exactly where it stands, from the first draft to the invoice signed by AEAT. No history lost, and nothing copied by hand between one step and the next.
As soon as the client confirms, the chip jumps from Sent to Accepted, leaving the 'Convert to invoice' button just one click away. If no one responds before the validity date, the quote moves to Expired on its own.
Quote accepted. Invoice signed by AEAT in 30 seconds. Hit 'Convert to invoice' and Cofactu carries over the lines, the client, the project, the analytical tags and the cost center from the quote into the invoice draft. Approve the draft and the invoice goes out signed with your FNMT certificate through the VeriFactu channel. The official AEAT CSV arrives in under 30 seconds.
1 click
from accepted quote to VeriFactu invoice draft, without re-entering anything
0
hand-copied data — lines, client, project, tags and cost center all carry over
RD 1007/2023
the resulting invoice is fully VeriFactu, with a chained SHA-256 hash and an AEAT CSV
Send the quote with a secure link. The client opens it, reviews it and accepts it with a button — no printing, no signing by hand, no back-and-forth emails. The moment they accept, the status jumps to Accepted and Cofactu leaves the 'Convert to VeriFactu invoice' button one click away. You follow every step in real time: Sent, Viewed, Accepted.
"The client accepts and the invoice goes out signed by AEAT in under 30 seconds. Nothing copied by hand."
Try free for 30 daysFrom the catalog to your branded PDF, from the PDF to the invoice signed by AEAT — in the same system.
Pick a client and add lines from your product catalog. Price, VAT and discounts are applied automatically. The quote is ready to send.
Quotes go through a cycle: Draft → Pending review → Approved. Admin and accountant roles can approve; the viewer can only view. Control over who approves what.
When the quote is accepted, hit 'Convert to invoice'. Cofactu carries over every line, the client, the project, the tags and the cost center. The invoice is left as a draft ready for approval.
Sent, Accepted, Rejected, Expired — the quote status updates manually or automatically once the validity date passes. Nothing gets lost from the history.
The quote PDF includes your logo, colors and tax details. Same design as your invoices, with nothing extra to configure.
Assign the quote to a project, analytical tags and a cost center right from the form. When it's converted to an invoice, these dimensions carry over automatically.
Duplicate a quote to create an alternate version with different prices or lines. The client picks which version to accept.
Link a quote to a deal in the CRM pipeline. When the deal moves to Won, the linked quote automatically becomes the basis for the invoice.
More on Cofactu
An accepted quote becomes a VeriFactu invoice and stays connected with your CRM and sales flow.
Electronic invoicing
The invoice generated from a quote is fully VeriFactu, with a hash and an AEAT CSV.
Sales CRM
Link quotes to deals in your pipeline. Deal won → quote → invoice.
For self-employed
Self-employed professionals offering services: quote, get accepted, invoice without duplicating data.
FAQ
The essentials on how a quote turns into a VeriFactu invoice.
Yes. Both use the same template with your logo and tax details. The difference is that the quote shows the word 'Quote' in the header and has no invoice number or VeriFactu hash. When it's converted to an invoice, the sequential number and chained hash are generated.
The quote is set to 'Converted' status and linked to the resulting invoice. You can view the original quote from the invoice record and vice versa. Nothing is lost from the history.
Yes. Each line has its own VAT rate (0%, 4%, 10%, 21% or exempt). The quote totals break down the taxable base and the VAT amount for each rate, just like on invoices.
No. By default a quote goes straight to Draft status and you can send it to the client without any internal review. The 'Pending review' status is optional and designed for organizations where commercial offers need sign-off from another person before going out.
From the catalog to the AEAT CSV without re-entering anything. Project, tags and cost center preserved through the conversion.
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