Rename quotes and estimates as PDF

Quotes and estimates come and go—often under similar names. Filery detects customer, project and quote number to create unambiguous filenames.

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Before & After

Angebot_V2_final.pdf 2024-03-15_Firma-Bauer_Angebot_Dachsanierung_AG-2024-033.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.

Distinguish versions

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

Simplify post-calculation

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

FAQ

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.

Related topics

Batch rename PDF invoices
Organize and rename contract PDFs
Rename documents after scanning

Download Now

Choose your platform and start with automatic document renaming

macOS

Universal (Apple Silicon & Intel)

Download (DMG)

Windows

Windows 10 & 11

Download (EXE)

We are currently working on official code signing for Windows. The download is already available – Windows Defender or SmartScreen may show a warning because the app is not yet certified. Choose “More info” → “Run anyway” to install.

System requirements: macOS 10.14+, Windows 10/11

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