DokumentenPilot – Delivery Notes, Quotes & Credit Notes for WooCommerce

Description

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. Create a quote in the admin area (add products from the catalogue or enter line items manually)
2. Generate a PDF and send it to the customer by email
3. On acceptance: convert to a WooCommerce order with one click
4. All 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
• Automatic generation – Triggered by order status changes or refunds
• PDF email attachments – Automatically attached to WooCommerce emails
• Customer download – Available in the “My Account” area
• ZIP export – All documents with SHA-256 integrity log
• HPOS compatible – Supports WooCommerce High Performance Order Storage
• Small business mode – §19 UStG (Kleinunternehmer)
• Made in Germany – Built for the DACH market

Technical Details

• PDF engine: dompdf
• Thread-safe document numbers (race condition safe)
• SHA-256 hashes for integrity verification
• Security: nonce verification, capability checks, path traversal protection

External Services

This plugin does not connect to any external services. All document generation (PDF rendering via dompdf) is performed locally on your server. No data is sent to third-party services.