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
- Create a quote in the admin area (add products from the catalogue or enter line items manually)
- Generate a PDF and send it to the customer by email
- On acceptance: convert to a WooCommerce order with one click
- 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
- Upload the plugin to the
/wp-content/plugins/ directory or install it through the WordPress plugin installer
- Activate the plugin through the "Plugins" menu in WordPress
- The setup wizard starts automatically – follow it to configure your company data
- 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