Customer management
Create and edit profiles with company name, contact person, email, phone number, billing address and notes.
✓
Free to use — no payment required
Run client documents from one compact workspace.
Add customers, prepare estimates and contracts, create individual invoices, import existing contacts, and share private customer links without adding unnecessary complexity.
✓ Sign up with email
✓ Start immediately
✓ No credit card
Customer profiles
Company, contact, phone, email and billing address.
Document builders
Estimates, contracts and invoices with client data.
Spreadsheet import
Upload CSV or Excel and detect duplicate records.
Private sharing
Randomized customer URLs for document access.
Current VantoBooks features
Everything needed to prepare and share client documents.
A compact workspace that keeps customer information and business documents together.
CSV and Excel import
Import existing customer records, recognize common column names, validate email and phone formats, and skip duplicates.
Searchable customer selection
Search saved customers directly while preparing an estimate, contract or invoice.
Flexible line items
Add as many product or service lines as needed with quantity, rate, tax and automatically calculated totals.
Private customer links
Give customers access through long randomized URLs and generate a new link when an old one should stop working.
Customer acceptance and signatures
Customers can accept estimates and sign contracts from the public document page in their browser.
Three document types
Use the right document for each client step.
Each document is connected to a saved customer and can include your company profile information.
E
Estimates
Automatic estimate numbering, unlimited line items, dates, tax, notes, terms, sharing and acceptance.
C
Contracts
Create customer contracts, email a private link and collect a browser-based signature.
I
Invoices
Create individual invoices with line items, due dates, tax calculations, private views and paid status.
ESTIMATE
Accepted
EST-0048
FromNorthstar Design LLC
125 Market Street
Arlington, VA 22201
Estimate forAcme Corporation
John Smith
john@acme.example
DescriptionQtyAmount
Website design1$2,800
Content migration1$650
Training session2$400
Subtotal$3,850
Tax$231
Total$4,081
Simple workflow
Go from account creation to a shared document quickly.
Create your account
Use your email address and create a secure password.
Complete your company profile
Add company name, address, phone, email, website, tax ID and logo.
Add or import customers
Create customers manually or upload a CSV or Excel spreadsheet.
Create and share
Prepare a document and send its private link to the customer.
Designed with access control in mind
Each account sees its own business data.
Customer records and documents are linked to their account owner. Public document access uses long randomized links rather than predictable record numbers.
Account ownership filtering
Private dashboard queries filter customers and documents by the logged-in owner.
Random private URLs
Shared documents use UUID-based links that can be regenerated.
Secure password handling
Passwords are managed through Django authentication and are not stored as readable text.
Password reset
Users can request a time-limited password reset link by email.
Simple pricing
Use VantoBooks for free.
Create your account with an email address and immediately start using the customer, estimate, contract and invoice tools currently available.
$0
No payment required
Create free account
Create your first client document today.
Customers, estimates, contracts and invoices in one compact workspace.