Features

Everything you need to quote faster

From quote wizard to completed job: Tarifi supports the full process, from first request to finished execution.

Quote wizard

Search your offering with live availability

Search your full offering (products, services, planning, locations) and see straight away what's available. No more separate lists or phone calls to check availability.

  • One search screen for offering and availability
  • Filter by date, location, type or quantity
  • Works on your own Tarifi data, or connected to an external system if you already use one
Price recalculation

Always the right price, automatically

Change something on a quote (number of people, period, options), and Tarifi automatically recalculates the price based on your current rates. No manual calculation and no outdated amounts.

  • Real-time connection to your pricing model
  • Automatic recalculation on every change
  • Transparent breakdown of how the price is built up
Quote document

Quotes that match your brand

Generate clear PDF or HTML quotes in your own branding. Clear for the customer, professional towards new leads.

  • PDF and HTML quotes, ready to send
  • Reusable text blocks and templates
  • Consistent formatting across all your quotes
From quote to sales order

Accepted quote, automatically a sales order

As soon as your customer approves, Tarifi turns the quote into a sales order in one click. No re-typing, no duplicate entry: all quote data carries over automatically.

  • Digital acceptance by the customer
  • Automatic conversion of an accepted quote into a sales order
  • One source of truth for quote and sales order data
Execution & planning

From sales order to execution, with planning and materials

Schedule people, teams and other resources against your sales orders and track progress while the work happens. Tarifi automatically checks for double-bookings, so you never plan two jobs onto the same employee or vehicle.

  • Planning for employees, teams and other resources
  • Automatic conflict checks for double-booked people or equipment
  • Track progress, notes and deviations per sales order
  • Reserve materials and track stock from the sales order
  • Reservation proposal: Tarifi automatically suggests which order lines to reserve
  • Deliver a single item directly from the sales order, without creating a full execution record first
  • Included in the Business plan
Purchasing, receiving & warehouse

From purchase order to stock in the right place

Record suppliers, place purchase orders and process receiving with a scanner. Stock updates automatically, and you can lay out warehouse locations down to zone and bin level.

  • Track suppliers and purchase orders
  • Goods receipt (including partial) updates stock automatically
  • Warehouse locations with zones and bins
  • Scanning workflow for receiving and counting, with a packing slip and barcode
  • Separate scan-only account for warehouse staff, no email login needed
  • Record and recognise the supplier's own article numbers on purchase orders
Traceability, GS1 & compliance

Full lot traceability, from receiving to shipment

Track every lot from receiving to delivery, with GS1-compliant labels and scanning, automatic FEFO stock rotation, and the ability to block or recall a lot. Tarifi automatically builds a compliance checklist per shipment for the applicable customs and import obligations.

  • GS1-compliant labels and scanning (GTIN, SSCC, GLN)
  • Automatic FEFO stock rotation (first-expired-first-out)
  • Block or recall a lot, with full forward and backward traceability
  • Customs classifications (HS/CN/TARIC) at article level
  • Automatic compliance checklist per shipment, with connections to KCB, NVWA, customs and phytosanitary systems (e-CertNL, ePhyto)
  • Shipment notice with SSCC pallet labels for outbound shipments via Tarifi Connect, with matching receipt at the customer
  • Print product labels directly from Tarifi
  • Included in the Business plan
Price lists & packaging

Manage prices and packaging units centrally

Work with price lists that have a validity period, so you always know which price applied when. Sell and track stock in the units you actually use, from single item to box or pallet, each with its own barcode.

  • Price lists with a validity period and their own editions
  • A new price list never retroactively changes existing quotes
  • Packaging units with their own price and barcode
  • One barcode for a whole package or pallet (Handling Unit)
Discount codes & promotions

Promotions and discount codes, applied automatically in the quote price

Alongside price lists and manual line discounts, Tarifi now also supports promotions and discount codes that are applied automatically in a quote's price build-up, in a fixed, predictable order.

  • Discount codes a customer or employee can enter
  • Promotions with their own validity period and conditions
  • Works together with existing price lists and manual line discounts
  • Available on every plan
Reporting

Insight through reports, straight from your own data

View ready-made reports on your quotes and stock, with filters and sorting. Reports read your own Tarifi data, no separate tool needed.

  • Quotes overview: status, value and turnaround time in one report
  • Current stock valuation
  • Filter, sort and export
  • More reports as Tarifi grows
Invoicing

+ € 15 / month

From quote to invoice, in the same system

Send sales invoices directly from Tarifi, including payment terms, deposits and credit notes, and keep track of what's still outstanding. Purchase invoices are automatically checked against the related purchase order and goods receipt, so you're not just trusting what the supplier billed.

  • Sales invoices from draft to final
  • Payment terms and deposits
  • Credit notes
  • Record payments and track the outstanding amount
  • Purchase invoices with automatic three-way matching against purchase order and goods receipt
  • Sync with Moneybird, e-Boekhouden.nl and Exact Online
  • Available as a separate module, added on top of any plan
Tarifi Connect

+ € 15 / month

Exchange orders with other Tarifi users

Working with trading partners who also use Tarifi? Tarifi Connect exchanges orders directly between organisations, so nobody has to re-type an order line.

  • Exchange orders directly between Tarifi organisations
  • No manual re-typing between buyer and seller
  • Incoming orders come in directly as a sales order
  • Available as a separate module, added on top of any plan
Webshops

+ € 15 / month

Already selling online? Connect your webshop

Connect Shopify or WooCommerce to Tarifi: products stay in sync, you track stock per sales channel, and a new webshop order comes in automatically as a sales order, no re-typing needed.

  • Connection with Shopify and WooCommerce
  • Product syncing between Tarifi and your webshop
  • Track stock per sales channel
  • Webshop orders come in automatically as a sales order
  • Available as a separate module, added on top of any plan
Point of sale

Sell directly at the counter, with a till and cash drawer

Alongside remote quotes and sales orders, Tarifi also lets you sell directly at the counter: open and close till sessions, scan items and check out, using the same stock and customer data as the rest of Tarifi.

  • Till sessions with a cash book, opened and closed per employee
  • Scan items by barcode or GS1 code at checkout
  • Stock is claimed and processed automatically via the existing sales order
  • Pay by cash, on account, or card via a payment terminal
  • Receipts and returns
  • Available as a separate module
Telephony integration

Know who's calling before you pick up

Connect your telephony to Tarifi: on an incoming call, Tarifi recognises the customer and shows their customer card right away, and you can call directly from Tarifi with one click.

  • Customer recognition on incoming calls, with a screen-pop of the customer card
  • Click-to-call from within Tarifi
  • Calls are logged automatically to the customer's timeline
  • Provider-neutral connection (CTI)
  • Available as a separate module
AI support

Write faster with AI as your co-pilot

Let AI help think through quote texts, additional services and follow-up moments. You always stay in control of what goes out. Powered by leading language models from OpenAI and Anthropic.

  • Text suggestions based on customer requirements
  • Suggestions for upsells and additional options
  • Reminders to follow up on quotes in time
CRM Light

Sales opportunities and follow-up, alongside your quotes

Alongside quotes, Tarifi also keeps track of sales opportunities and follow-up tasks, per customer and contact. Deliberately kept simple: no complex CRM platform with kanban boards or reporting, just a clear overview of where you need to follow up.

  • Track sales opportunities per customer, from first contact to won or lost
  • Link an opportunity to a quote, or leave it standalone
  • Create and assign follow-up tasks, with an overview of your own open tasks
  • Timeline per customer and contact: notes, calls, emails and quote activity in one overview
  • Available on every plan, no separate module needed
Quick search

Find anything with two keys

With the search feature (Ctrl/Cmd+K) you search customers, quotes, sales orders and more in Tarifi all at once, and jump straight to the right screen.

  • Search customers, quotes, sales orders and other records in one search box
  • Jump straight to the right screen, without navigating through menus
  • Available on every plan
Overview & follow-up

Never lose track of a quote again

See in one dashboard which quotes are open, accepted or expired. That way you always know where to follow up.

  • Status overview per quote
  • Filters by customer, period and status
  • Notifications when a quote is opened or expires
Integrations & security

Securely connected to your existing systems

Tarifi works on its own, and also connects with the accounting packages you already use and, if you want, with an external availability system. All with secure, role-based access, so users only see what's meant for them.

  • Works independently; connecting an external availability system is optional
  • Connection to Moneybird, e-Boekhouden.nl and Jortt
  • Role-based access per user
  • Secure, separated environment per organisation (multi-tenant)
Integrations

Directly connected to your accounting

No need to re-type accepted quotes. Tarifi connects with the accounting packages you already use, so quotes and invoices sync automatically.

Moneybird

e-Boekhouden.nl

Jortt

See it in action

Start a free 30-day trial or book a demo.