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Select Customer
Pick client from list or add new
Pick Products
Type 3 letters & pickup item
Save & Preview
1-Click PDF & Email dispatch
Draft Quotation
UNSAVED DRAFTQuotation number will be generated automatically upon clicking Save & Preview.
1
Billing Company & Bank Info
2
Client & Shipping Details
3
Technical Items & Line Pricing
| # | Item Name / Group Combo | Technical Specification | Unit | Qty | Price (₹) | GST % | Total (₹) |
|---|
4
Commercial Terms & Conditions
5
Calculation & Grand Total
Total Issued
0
Quoted Revenue
₹0.00
Active Drafts
0
Quota Used
0%
Quotation Log Directory
Grouped by base quotation numbers with `/REV01` revision history and user audit trails.
| Base Quote Ref | Latest Revision Tag | Date & Time (IST) | Customer Company | Created By User | Grand Total (₹) | Status | Actions |
|---|
Technical Product Master Catalog
Add, edit, delete product items or bulk upload CSV templates without overwriting.
| Item Code | Group Name | Technical Description | Unit | Price (₹) | GST % | HSN | Actions |
|---|
Client Directory Master
Manage billing & shipping client directory for quotations.
| Contact Person | Company Name | Address | GSTIN | City | Actions |
|---|
Remittance Bank Accounts
Add remittance bank account details for printable A4 invoices.
| Account Name | Bank Name | Account Number | IFSC Code | Branch | Actions |
|---|
Commercial Terms & Conditions
Manage payment, GST, and delivery terms checklist.
| Order | Commercial Term Text | Default | Actions |
|---|
Tenant Share & Email Template Engine
Customize default share text for Email & WhatsApp. Dynamic tags will be replaced automatically:
Company Profile & Branding Settings
Authorized Company Team Members
Authorize employee emails and set initial login password.
| User Email | Role | Status | Actions |
|---|
Super Admin Master Control Center
Logged in as Master Owner:
Appears right-aligned in tiny font at bottom of every printable PDF quotation.
| Client Company | Unique URL Parameter | Prefix | Sub-Admin Email | Quota Usage | Status | Actions |
|---|