Price the job before you do it. Send a proper estimate with your tax and terms on it, and turn the one that comes back accepted into a bill without typing it twice.
A quotation is built the way a bill is: pick the party, add items at the rate you are offering, let the tax work itself out from the slab and the place of supply, and put your own terms at the bottom. It goes out as a PDF or a WhatsApp message, under your numbering series and your logo.
Nothing moves in your stock or your books while a quote is open — it is a price, not a transaction. When the customer says yes, the quote becomes an invoice or a sale order with the lines carried across, and the two stay linked in that party’s history.
Party, items, your rate, your terms. Tax follows the slab and the state.
WhatsApp or a PDF, in your numbering series, with your logo on it.
Change the rate and send again. Stock and the ledger stay untouched.
Accepted quotes become an invoice or a sale order, lines carried across.
The paperwork either side of the bill: quotations and orders before it, returns and notes after it, on both the selling and the buying side. Each document carries over to the next, so an accepted quote becomes an order or an invoice without being typed again.
Trades that quote before they deliver live in this area — the quote goes out, the order confirms it, the challan moves the goods, and the invoice closes it.
The rest of the sell-and-buy paperwork, with the plan each one needs.
Quotes general · Purchase quotes general · Sales order item · Sales order summary
Every feature, by plan →No. A quotation is a price, not a transaction: stock does not move and nothing reaches your GST reports until it becomes an invoice.
Yes. Custom numbering and prefixes let quotations run on their own series, separate from your invoices.
As many as the work needs. Quotations carry no monthly count on any plan, and there is no pack to top up.
On the plan you start on as much as on the top one — quotations are not something you pay extra for.
