Build
One screen for customer, items, GST and terms — with your catalogue, inventory items and Excel import in a single search.
Quote Builder
Quote Faster.
Win With Confidence.
Quote Builder turns every quotation into one controlled flow — build it on a single screen, send a frozen, branded PDF, capture the customer's approval online, and convert it into a sales quotation without retyping a single line.
Intra-state · CGST + SGSTQUOTATIONIN-14586-R1
| Description | Qty | Rate | Amount |
|---|---|---|---|
| LC-MS/MS Triple Quadrupole SystemHSN 90278100 · Lead time 10 weeks | 1 | 1,85,00,000 | 1,85,00,000 |
| Confocal Laser Scanning MicroscopeHSN 90118000 | 1 | 1,42,00,000 | 1,42,00,000 |
| Installation & CalibrationSAC 998739 | 2 | 2,50,000 | 5,00,000 |
Key termsPayment · 100% AdvanceValidity · 30 days
Taxable value3,32,00,000.00
CGST @ 9%29,88,000.00
SGST @ 9%29,88,000.00
Grand total₹ 3,91,76,000.00
19.06% markupInternal — never printed
Approved onlineR1 · via Purchase Order
What Quote Builder manages
One Flow from First Draft to Confirmed Order.
Quote Builder keeps the editable draft separate from what the customer actually received — so every number you send is a number you can stand behind.
Price
Live markup on every line and GST from your tax templates — totals accurate to the paisa.
Send & Approve
Submit a frozen, numbered revision, email the branded PDF, and let the customer approve online in one click.
Convert & Renew
Turn the approved revision into a sales quotation with a full reconciliation check — and schedule renewals automatically.
Pipeline at a glance
Know Where Every Quote Stands.
See quotation activity for any company and period — open pipeline, quotes awaiting the customer, quotes ready to convert, win rate and markup. Needs Attention brings up expired offers, quotes about to expire and change requests before they go cold.
Quote BuilderGood morning, Administrator
Quotation activity for Your Company · 30 days
Your Company
30 days90 days12 monthsAll time
+ New Draft Quotation
Quoted vs wonby week · hover a column for details
Quoted Won75 Cr60 Cr45 Cr30 Cr15 Cr0
14 Sep
21 Sep
28 Sep
₹ 64.0 Cr05 Oct
12 Oct
Quoted₹ 243.0 Cr128 quotations
Won₹ 83.0 Cr44 approved or converted
Value converted21%of the quoted value
Average quote₹ 1.90 Crper quotation
By statusClick a status to open the list
128 quotations
- Draft₹ 42.0 Cr22· 17%
- Submitted₹ 96.0 Cr48· 38%
- Change Requested₹ 10.5 Cr6· 5%
- Approved₹ 32.0 Cr18· 14%
- Converted₹ 51.0 Cr26· 20%
- Rejected₹ 11.5 Cr8· 6%
Needs attention 7
showing 2 of 7IN-10482-R1 · Kestrova Diagnostics Inc.Offer expired · follow up or revise · expired 14-10-2026
₹ 2,31,15,000.00IN-10517-R2 · Sylvarin Laboratories AGExpires in 2 days · send a reminder
₹ 1,09,37,500.00Top customers
Quoted Won1
Kestrova Diagnostics Inc.₹ 31.2 Cr
9 quotations · ₹ 14.3 Cr won2
Sylvarin Laboratories AG₹ 20.9 Cr
6 quotations · ₹ 7.6 Cr won Quote lifecycle
What You Sent Is What Stays on Record.
Every submission freezes a numbered revision and its PDF. Changes go into a new revision — the earlier one stays exactly as the customer received it.
Draft
Build and edit freely. Auto-save runs as you work and never overwrites someone else's changes.
Submitted
Submit R1 to lock the revision and render its PDF. Missing items, zero rates and GST errors are caught first.
Revised
Customer asked for changes? Create a revise draft and submit R2 with a reason. R1 stays untouched.
Approved
Record the approval with source, approver, date and evidence — or let the customer approve online.
Converted
The approved revision becomes a sales quotation, reconciled line by line.
Approve an earlier revision the customer preferred
Rejected and cancelled quotes keep their reason
Managers can reopen with a recorded reason
Quote editor & items
Every Quote on One Screen.
Every Item in One Search.
Customer, addresses, GST, items, terms and totals live on a single screen with a jump bar between them. One search covers your inventory and your own Quote Items catalogue — tick several, set quantities and add them together. Bringing a BOQ from a spreadsheet? Import it from Excel or CSV with a dry-run check on every row.
See It in Action →Draft QuotationIN-14592 · Draft
CustomerAurivane Biosciences GmbH
FormatStandard
Lines12 Items
Valid Till30 Days
Add Items
One Search
- Sources
- Inventory + Quote Items
- Filter
- By item group
- New Line
- Saved to catalogue
- Print Group
- Analytical Instruments
Excel ImportColumns mapped automaticallyDry-run checks every rowRows added with quantities
Financial SummaryIN-14586-R1
Taxable Value₹ 3,32,00,000.00
CGST @ 9%₹ 29,88,000.00
SGST @ 9%₹ 29,88,000.00
Grand Total₹ 3,91,76,000.00
Internal — Not Printed
Markup 19.06%
- Total Cost
- ₹ 2,68,72,080.00
- Margin
- ₹ 63,27,920.00
- Line Status
- OK · Below minimum · No cost
- Visible To
- Cost-access roles only
GST SourceSales tax templateItem tax template per lineHSN / SAC length checked
Pricing, markup & GST
Price With Confidence.
Protect Every Margin.
Every line shows live markup on the selling price and flags anything below your minimum or sold at a loss — as a warning, never a blocker. GST comes straight from your tax templates and India Compliance settings, with the template suggested from the place of supply. Cost, supplier and markup stay hidden from anyone without cost access — on screen and in the API.
See It in Action → SITC format
Supply and Installation.
One Clean Quotation.
For projects that need both, the SITC format pairs every product line with its installation charge on one row — Supply Rate, Install Rate and Total. Quantities and print groups follow the product automatically, the summary splits supply and installation value, and the PDF prints in A4 landscape with a price summary by system.
See It in Action →SITC · Supply + InstallationIN-14580-R3
Supply Value₹ 2,67,48,685
Installation₹ 16,19,300
Systems11 Groups
PDFA4 Landscape
SITC Line
ICP-MS Spectrometer
- Qty
- 1 Nos
- Supply Rate
- ₹ 1,24,00,000
- Install Rate
- ₹ 3,50,000
- Net
- ₹ 1,27,50,000
Installation LinkDefault install item per productQty and group follow the productConverts as its own line
Approve OnlineQAL-00042
QuotationIN-14586-R1
LinkSingle-use
Valid30 Days
Opened2 Times
Customer Response
Approved
- Source
- Purchase Order
- Approver
- Purchase Manager
- Date
- 13 Oct 2026
- Evidence
- PO copy attached
Email TrailFrozen PDF emailedFollow-up reminder dueApproved online
Email & online approval
Send It Today.
Get It Approved Online.
Email the frozen PDF with a pre-filled covering letter, quotation summary and price table. Add an Approve Online button and the customer can approve from a public page — with source, remarks and a PO copy — no login required. Each link is single-use and stored only as a fingerprint, while follow-up reminders tell your team when to chase.
See It in Action → Conversion & renewals
Convert Without Retyping.
Renew Without Reminders.
The approved revision becomes a standard sales quotation with full validation. A review shows each line's existing or new Item, and every line, tax account and total is reconciled against the approved revision — any difference undoes the whole conversion. Renewable lines schedule their next quote automatically, and the owner is notified when the renewal draft is ready.
See It in Action →Conversion RecordDQC-00004
ApprovedIN-14588-R3
QuotationSAL-QTN-2026-00004
Checks20 / 20 Passed
Variance0.0000
Renewal Schedule
Software Licences
- Renew Every
- 1 Year
- Draft Created
- 7 days before due
- Owner
- Original sales person
- Status
- Scheduled
Renewal FlowScheduled on conversionDraft created overnightOwner notified by email
Built in
The Details That Keep Quotes Clean.
Branded PDF Quotations
Your header, seller details, items grouped by print group, tax summary, amount in words, bank details and an acceptance block — with page numbers and your company footer.
Compare Revisions
Every submitted revision is read-only. Put any two side by side, email a revision again or start a new draft from it.
Tamper-Evident Records
Each revision carries a fingerprint of its content, checked against what the customer approved.
Cost Stays Private
The PDF is rendered from the frozen revision only, so cost, margin and supplier details can never appear on it.
Reusable Catalogue
Quote Items hold rate, cost, HSN, tax template, lead time and a default installation item — ready for the next quote.
Works on Any Screen
Every page works on a phone, so your team can check a quote, record an approval or follow up from the field.
Ready to Speed Up Your Quoting?
Quote Faster. Win With Confidence.
Build, send, approve and convert every quotation from one place — from the first draft to the confirmed order.