A quotation should be a controlled business process—not an edited spreadsheet or document file that is easy to lose.
What changes: Faster quoting, fewer commercial inconsistencies, and clear traceability from proposal to order.
Every screen and rule in Quotation Management is designed around the practical day-to-day bottlenecks growing Indian MSMEs face.
Employees copy older Excel or Word files; products, taxes and terms get entered again manually.
Use product/service masters, customer data, calculation rules and branded PDF templates.
Nobody knows which quote is final, whether a discount was approved or which version the client received.
Track versions, commercial changes, approval stages and who released the quotation.
Quotes are sent, but managers cannot easily identify pending decisions or quotation-to-order results.
Monitor accepted, rejected and pending quotations and hand off approved deals into order execution.
Configurable: Quotation layout, product formulas, discount limits, approval chain, taxes & terms.
Every core workflow is ready out of the box—and fully customisable around your MSME’s fields, approval rules, statutory needs and MIS reports.
Say goodbye to copy-paste Word/Excel errors. Pick catalog items, auto-apply HSN codes & 18% CGST/SGST/IGST, and generate crisp proposals instantly.
Build accurate custom estimates with hidden internal cost sheets, issue USD/EUR export proposals, and lock client Annual Rate Contracts (ARC).
Every negotiation change is saved as a clean revision, and discounts exceeding rep limits automatically lock PDF dispatch until a manager approves.
Know the exact moment a prospect opens your PDF proposal, generate a 1-click Proforma Invoice (PI) for advance collection, and push won quotes straight to Production.
Maintain standardized item descriptions, technical specifications, HSN/SAC tax slabs, and customer-tier rate cards so reps never guess prices.
See every open proposal by value and age, follow up before validity expires, and understand exact win/loss reasons across products and reps.
Every Quotation Management deployment includes enterprise governance, no-hassle data migration, and customisation around your MSME’s exact rules.
Begin with Quotation today and connect additional departments whenever your team is ready — all sharing one unified database.
Lead and client management, interaction tracking, reminders and analytics.
Recruitment, onboarding, attendance, payroll, policies, documents and learning.
Daily reviews, KRA/KPI/OKR tracking, performance monitoring and reports.
Director dashboard for BI, sales, production, client, HR and cross-functional analytics.
Quotation creation, version control, approvals, PDFs, emails and quote history.
Calls, meetings, calendar, targets, geo-tracking, sales kit and reports.
Campaigns, email/SMS/WhatsApp, lead nurturing, follow-ups and analytics.
Planning, job cards, MRP, work orders, stage monitoring, QC and inventory.
AMC, assignment, service requests, feedback, SLA and renewal alerts.
Distributor login, pricing, orders, stock, commissions, analytics and invoices.
Catalog, inventory, orders, customers, payments, discounts and reviews.
Purchase, invoices, vendors, Tally/GST, expenses, payments and reports.
Goals, milestones, tasks, status tracking, alerts and project reports.
Task creation, assignment, deadlines, status updates and manager dashboards.
Assets, office inventory, petty cash, supplies, documents and policies.
Zero per-user charges on every plan. Begin with Quotation Management standalone today and upgrade to the full 15-module ERP Cloud whenever your team is ready — your data carries over seamlessly.
No per-seat shock: add your entire sales, operations or admin team without paying extra per user.
