The Sale Quotes in Easy Khata allows businesses to create and send professional quotations to potential customers. It helps present pricing clearly and enables seamless conversion of quotes into sale invoices once approved by the customer.
Why You Should Use the Sale Quotes Module
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Purpose
Send official price estimates before actual billing
Convert accepted quotes into invoices easily
Share quotes instantly via WhatsApp, Email, or SMS
Track quote performance and conversion rates
Avoid confusion with clear item, tax, and price breakdowns
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Key Features
Create Custom Sale Quotes with items, price, tax, and terms
Convert Quote to Invoice in one click
Instant Sharing via PDF, WhatsApp, or Email
Quote History for easy tracking and re-use
Reports & Filters to analyze sent, accepted, and pending quotes
Branding Support including logo and footer in documents
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Step-by-Step Instructions
A. Create a New Sale Quote
Go to Dashboard > More > Sale Quotes
Tap Add Quote
Select a customer and add item details
Add quote-specific terms or expiry date
Tap Save to store the quotation
B. Share the Quote
Tap the saved quote
Choose Share via WhatsApp, Email, or Download PDF
C. Convert Quote to Invoice
Open the approved quote
Tap Create Invoice
Review and save the auto-filled invoice
D. View Quote Reports
Go to Reports > Sale Quote Reports
Filter by date, customer, or quote status
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Best Practices
Always set a quote validity period
Include item-wise tax for clarity
Send quotes instantly for faster decisions
Convert quotes into invoices as soon as approved
Conclusion
The Sale Quotes Module simplifies professional communication, speeds up decision-making, and ensures smooth transitions from quote to sale — all while keeping things clear and organized.
Call to Action
Start sending winning quotes with Easy Khata’s Sale Quotes Module today!