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CRM, Sales, Dealer, Project and Support Management

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Phase 6 · Quotation

Quotation Management

Create multi-item quotation with Product → Plan → Add-on flow. The same item lines will later continue to Purchase Order, Delivery Challan and Invoice.

Back to Sales Docs

Total Quotations

Quotation Value

₹94,37,660.00

Next Flow

Quotation → PO → DC → Invoice

New Quotation

Create Quotation Header

Fill lead, customer and validity details. Product and amount calculation is handled in the item grid below.

Link Lead

Link Contact

Dealer / Partner

Quotation Status

Quotation Date

Valid Until

Customer Name *

Customer Mobile

Customer Email

Customer GST No

Customer Address

Notes

Terms & Conditions

Quotation Items

Product → Plan → Add-on Item Grid

Add multiple products, plans, services and add-ons. Rate, GST, taxable value and total are calculated instantly.

Sl	Product	Plan	Add-on / Extra	Qty	Unit	Rate	Disc %	GST %	Taxable	GST Amt	Line Total	Action
1									₹0.00	₹0.00	₹0.00

Final Discount

Final Discount Type

Final Discount Value

Final discount is applied on subtotal. GST is currently calculated line-wise and summed for quotation total.

Live Quotation Total

Items0

Sub Total₹0.00

Discount₹0.00

Taxable₹0.00

GST₹0.00

Grand Total₹0.00

Saved Quotations

Recent Quotations

8 Total

QTN-202606-00008

SBR Saree House

06361803862 · 15 Jun 2026

Sent

Sub Total

₹50,05,100.00

Discount

₹0.00

GST

₹9,00,255.00

Total

₹59,05,355.00

View DetailsPO conversion in Purchase Order page

QTN-202606-00007

SBR Saree House

9900114373 · 15 Jun 2026

Converted to PO

Sub Total

₹4,90,600.00

Discount

₹0.00

GST

₹84,330.00

Total

₹5,74,930.00

View DetailsPO conversion in Purchase Order page

QTN-202606-00006

Skill Brahma

06361803862 · 12 Jun 2026

Converted to PO

Sub Total

₹4,75,000.00

Discount

₹0.00

GST

₹85,500.00

Total

₹5,60,500.00

View DetailsPO conversion in Purchase Order page

QTN-202606-00005

Surbhi Silks and Sarees

06361803862 · 11 Jun 2026

Converted to PO

Sub Total

₹5,00,000.00

Discount

₹0.00

GST

₹90,000.00

Total

₹5,90,000.00

View DetailsPO conversion in Purchase Order page

QTN-202606-00004

Skill Brahma Sarees and Hosiers

06361803862 · 11 Jun 2026

Converted to PO

Sub Total

₹6,00,000.00

Discount

₹0.00

GST

₹1,08,000.00

Total

₹7,08,000.00

View DetailsPO conversion in Purchase Order page

QTN-202606-00003

Sai Silks Emporium and Dresses

06361803862 · 11 Jun 2026

Converted to PO

Sub Total

₹4,50,000.00

Discount

₹0.00

GST

₹81,000.00

Total

₹5,31,000.00

View DetailsPO conversion in Purchase Order page

QTN-202606-00002

PRANESH NADIG

06361803862 · 11 Jun 2026

Converted to PO

Sub Total

₹4,10,000.00

Discount

₹0.00

GST

₹73,800.00

Total

₹4,83,800.00

View DetailsPO conversion in Purchase Order page

QTN-202606-00001

Karnataka Silks

06361803862 · 11 Jun 2026

Converted to PO

Sub Total

₹71,250.00

Discount

₹0.00

GST

₹12,825.00

Total

₹84,075.00

View DetailsPO conversion in Purchase Order page