Quotation Builder
Build defensible, version-controlled quotations in minutes — not hours.
Construct line-item-accurate quotations with reusable item catalogs, tiered discounts, GST-compliant tax handling, version control, and an approval chain that fits how your company actually negotiates.
THE FLOW
How the work moves through the system
STEP BY STEP
Same flow, in plain language
- 1
Start from a converted enquiry or a blank quote. Customer record auto-fills.
- 2
Pick line items from your central catalog with current pricing, or define one-off items inline.
- 3
Apply tiered discounts at line, category, or quote level with full audit trail of who approved what.
- 4
Tax engine computes GST (CGST/SGST/IGST) based on customer state and item HSN — no manual mapping.
- 5
Preview the customer-facing PDF in real time; tweak terms, validity period, and payment schedule.
- 6
Route to approver if discount or value crosses threshold; approver signs off in-app.
- 7
Send via email with tracking, or share to the Client Portal for in-platform acceptance.
- 8
Customer revisions clone the prior version — full diff history is preserved.
- 9
On acceptance, convert in one click to a Sales Order; quote becomes immutable.
WHAT YOU GET
Capabilities that ship with the module
Reusable item catalog
Standardised pricing across the sales team — no more "what did we quote them last time?" hunts.
Tiered discount engine
Bulk discounts, customer-tier discounts, and one-off concessions all coexist with a clean audit trail.
GST-compliant tax engine
CGST/SGST/IGST computed per state and HSN — clean filings, fewer disputes.
Version control with diff
Compare V1 vs V4 line by line; defend pricing decisions to the customer or the boss.
Approval thresholds
Discounts above a configurable percent route to the right approver — no rogue concessions.
One-click order conversion
Accepted quote becomes a Sales Order with zero re-keying — the order is provably what the customer agreed to.
CONNECTS WITH
EXPLORE OTHER MODULES