Rename quotes and estimates as PDF

Simplify quote tracking

Which quote was sent when to which customer? A clear filename with date, customer and quote number answers this question instantly.

Quotes are often revised. With a clear naming pattern, you immediately recognize the current version without opening each file.

When quote and subsequent invoice share the same naming stem, post-calculation becomes much easier.

Your naming convention can include fields like direction or document type in the filename.

Yes—if the quote number is present as text in the PDF, Filery detects it and integrates it into the filename.

Choose your platform and start with automatic document renaming

Universal (Apple Silicon & Intel)

Windows 10 & 11

Ubuntu, Debian & more

Linux version coming in the next few weeks

System requirements: macOS 10.14+, Windows 10/11

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