Title: DokumentenPilot – Delivery Notes, Quotes & Credit Notes for WooCommerce Author: lernmitki Published: April 15, 2026 Last modified: April 15, 2026 --- Search plugins ![](https://ps.w.org/dokumentenpilot/assets/banner-772x250.png?rev=3507369) ![](https://ps.w.org/dokumentenpilot/assets/icon-256x256.png?rev=3507369) # DokumentenPilot – Delivery Notes, Quotes & Credit Notes for WooCommerce By [lernmitki](https://profiles.wordpress.org/lernmitki/) [Download](https://downloads.wordpress.org/plugin/dokumentenpilot.1.0.0.zip) * [Details](https://wordpress.org/plugins/dokumentenpilot/#description) * [Reviews](https://wordpress.org/plugins/dokumentenpilot/#reviews) * [Installation](https://wordpress.org/plugins/dokumentenpilot/#installation) * [Development](https://wordpress.org/plugins/dokumentenpilot/#developers) [Support](https://wordpress.org/support/plugin/dokumentenpilot/) ## 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. ## Screenshots * [[ * **Dashboard** – All documents at a glance, filterable by type: delivery notes, quotes, credit notes * [[ * **Partial delivery note** – Select items and quantities, create a separate PDF per shipment * [[ * **Quote editor** – Add items from the WooCommerce catalogue, generate PDF, convert to order with one click * [[ * **Credit note PDF** – Professional German-market layout with negative amounts and invoice reference * [[ * **Settings** – Number format per document type, automation, email attachments * [[ * **Setup Wizard** – Configured in 2–3 steps (automatically detects RechnungsPilot) * [[ * **WooCommerce integration** – Create and manage all documents directly in the order view ## Installation 1. Upload the plugin to the `/wp-content/plugins/` directory or install it through the WordPress plugin installer 2. Activate the plugin through the “Plugins” menu in WordPress 3. The setup wizard starts automatically – follow it to configure your company data 4. Done! Documents will be generated automatically from now on. #### RechnungsPilot Integration If RechnungsPilot is installed, DokumentenPilot automatically uses: * Company data( name, address, tax numbers) * Logo and primary colour * Small business (Kleinunternehmer) setting * Invoice number reference in credit notes ## FAQ ### Do I need RechnungsPilot? No. DokumentenPilot works completely standalone. If RechnungsPilot is installed, company data is shared automatically – this saves you entering it twice. ### What are partial delivery notes? When shipping an order in multiple parcels, you can create a separate delivery note per shipment. You select which items in which quantities are being shipped – DokumentenPilot automatically tracks the delivery status. ### How does quote conversion work? You create a quote in the admin area, add items (from the WooCommerce product catalogue or manually), generate a PDF and send it to the customer. When the customer accepts, you convert the quote to a WooCommerce order with one click. ### Is the plugin GoBD compliant? DokumentenPilot uses gapless document numbers and calculates SHA-256 hashes for all PDFs. The audit log can be exported. GoBD-compliant invoicing is handled by RechnungsPilot. ### Does it work with HPOS? Yes, DokumentenPilot is fully compatible with WooCommerce High Performance Order Storage. ## Reviews There are no reviews for this plugin. ## Contributors & Developers “DokumentenPilot – Delivery Notes, Quotes & Credit Notes for WooCommerce” is open source software. The following people have contributed to this plugin. Contributors * [ lernmitki ](https://profiles.wordpress.org/lernmitki/) [Translate “DokumentenPilot – Delivery Notes, Quotes & Credit Notes for WooCommerce” into your language.](https://translate.wordpress.org/projects/wp-plugins/dokumentenpilot) ### Interested in development? [Browse the code](https://plugins.trac.wordpress.org/browser/dokumentenpilot/), check out the [SVN repository](https://plugins.svn.wordpress.org/dokumentenpilot/), or subscribe to the [development log](https://plugins.trac.wordpress.org/log/dokumentenpilot/) by [RSS](https://plugins.trac.wordpress.org/log/dokumentenpilot/?limit=100&mode=stop_on_copy&format=rss). ## Changelog #### 1.0.0 * Initial release * 5 document types: delivery note, credit note, proforma, quote, packing slip * Partial delivery notes with position-accurate tracking * Quote system with full lifecycle and one-click conversion * Legally compliant credit notes (§14 UStG) * Proforma invoices for customs and advance payments * Warehouse-optimised packing slips with checkboxes and large order number * Automatic generation on order status change * PDF attachment to WooCommerce emails * Customer download in “My Account” * ZIP export with SHA-256 audit log * RechnungsPilot integration (company data, colour, logo) * Setup Wizard (2 or 3 steps) * HPOS compatibility * Small business regulation (§19 UStG) ## Meta * Version **1.0.0** * Last updated **3 days ago** * Active installations **Fewer than 10** * WordPress version ** 6.0 or higher ** * Tested up to **6.9.4** * PHP version ** 8.0 or higher ** * Tags * [credit note](https://wordpress.org/plugins/tags/credit-note/)[delivery note](https://wordpress.org/plugins/tags/delivery-note/) [Packing Slip](https://wordpress.org/plugins/tags/packing-slip/)[quote](https://wordpress.org/plugins/tags/quote/) [woocommerce](https://wordpress.org/plugins/tags/woocommerce/) * [Advanced View](https://wordpress.org/plugins/dokumentenpilot/advanced/) ## Ratings No reviews have been submitted yet. [Your review](https://wordpress.org/support/plugin/dokumentenpilot/reviews/#new-post) [See all reviews](https://wordpress.org/support/plugin/dokumentenpilot/reviews/) ## Contributors * [ lernmitki ](https://profiles.wordpress.org/lernmitki/) ## Support Got something to say? Need help? [View support forum](https://wordpress.org/support/plugin/dokumentenpilot/)