Build professional estimations, track approval status, and convert quotes to invoices.
Easy Khata's Quotation Management System allows business owners to speed up their sales cycles. Create formal price proposals, email or WhatsApp them to buyers, monitor their review actions, and convert accepted quotes into sale orders or invoices in one step. Maintain professional trade relationships with organized invoicing.
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Generate itemized cost estimates for products or services matching customizable designs.
Once approved, convert any quotation into a tax invoice in one click without re-typing items.
Monitor the status of sent proposals (Draft, Sent, Accepted, Rejected, Invoiced) in real time.
Specify delivery timelines, validity dates, advance payment terms, and custom notes.
Apply custom discounts, handle tax parameters, and compute totals dynamically.
Download proposals as clean PDFs or share direct links with clients via WhatsApp.
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Send your details and our team will get back to you. Ask what this module covers and what it does not, see it running on a live demo, or check which plan includes it — before you commit to anything.
Yes. An accepted quotation converts into a tax invoice without re-entering items, and stock and ledgers update accordingly.
Yes. Sale Quote is a module you switch on in Business Settings, so businesses that do not quote keep a simpler interface.
Yes, and Easy Khata can notify you when a quote is about to expire so you can follow up.
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