DokumentenPilot – Delivery Notes, Quotes & Credit Notes for WooCommerce

DokumentenPilot generates all common business documents directly from your WooCommerce orders. It supports partial deliveries, a full B2B quote workflow, and legally compliant credit notes – all from a single interface.

Five Document Types

• Delivery Notes – Including partial delivery notes: select which items and quantities are shipped per parcel, and DokumentenPilot tracks the delivery status automatically
• Quotes / Estimates – Create quotes, generate a PDF, send it to the customer, and convert it to a WooCommerce order with one click
• Credit Notes – §14 UStG-compliant with negative amounts and invoice reference
• Proforma Invoices – For customs and advance payments
• Packing Slips – Warehouse-optimized with large font, checkboxes and order number in large print

Partial Delivery Notes

When you ship an order in multiple parcels, you can create a separate delivery note for each shipment. Select which items in which quantities are shipped – DokumentenPilot tracks what has already been delivered.

B2B Quote Workflow

1. 01Create a quote in the admin area (add products from the catalogue or enter line items manually)
2. 02Generate a PDF and send it to the customer by email
3. 03On acceptance: convert to a WooCommerce order with one click
4. 04All further documents (delivery note, packing slip) are generated automatically

Highlights

• Partial delivery notes – Per-shipment PDFs with position-accurate tracking
• Quote → Order – Full B2B workflow: create → send PDF → convert with one click
• Legally compliant credit notes – §14 UStG, with negative amounts and invoice reference
• RechnungsPilot integration – Shares company data, logo and colour automatically