System Behavior

• Changing GST rate automatically updates totals.
• Deleting an item recalculates totals.
• Discount can affect final GST (based on calculation rules).
• Series selection determines numbering sequence.
• Currency affects formatting and calculations across the quotation.

Workflow Example (Quotation List → Conversion)

Create quotation or generate from Deal

• Quotation appears in list
• User opens it
• Edits if needed
• Sends to customer
• Customer approves
• Converted to invoice
  
• Fully tracked

11.1 Header Section

Navigation Path:
Sales Module → Quotation → Click + Quotation 

Title 
Default: Quotation
Can be changed to:

• Invoice
• Proforma Invoice
• Tax Invoice

Used as the document heading in the PDF.

Currency 
Example:
INR

Controls:

• Currency symbol
• Amount formatting

Quotation Status
Default:
Draft

Options may include:

• Draft
• Sent
• Approved
• Rejected

Controls:

• Workflow stage
• Conversion eligibility

11.2 Quotation Details Section

Quotation Date
Date of issue
Used for:

• Legal validity
• Reporting

Quotation Series
Example:
Quotation (FY4132025-26)

Purpose:

• Defines numbering pattern

System auto-generates quotation number based on selected series.

Quotation No
Auto-generated using the selected series and sequence.

11.3 Client Details Section

Person / Organization Name
Select an existing contact.
On selection, the system can auto-fill:

• Billing address
• Shipping address
• GST (if stored)
• Email
• Phone

If not found:
User must create the contact first.

Bill To Address
Pulled from saved billing address
Editable if needed
Used in PDF output

Ship To Address (Optional)
Pulled from saved shipping address
Editable if needed
Used when shipping differs from billing
Used in PDF output

11.4 Item Details Section (Core Calculation Area)

Item Table (Customisable Columns)

Typical columns:

• SR No
• Item Name
• Description
• Quantity
• Sell Price
• GST Rate (%)
• Amount
• Total Amount

These columns can be configured based on business needs.

Item Name
Dropdown from product master

If not available:
Click + New Product

Selecting a product may auto-fill:

• Description
• Default price
• Default GST rate

Description
Optional product details
Visible in PDF
Character limit: 1000

Quantity
Number of units
Must be numeric

Sell Price
Price per unit before tax

GST Rate (%)
Examples:

• 0%
• 5%
• 12%
• 18%
• 28%

Behavior:
GST is calculated automatically.

Amount
Calculated as:
Quantity × Sell Price
(before GST)
Auto-calculated field.

Total Amount
Calculated as:
Amount + GST
Auto-calculated field.

+ New Row
Adds another product line.

+ New Product (Top Right)
Opens product creation popup.
After save, the new product becomes selectable immediately.

11.5 Tax and Total Summary Panel (Right Side)

GST Breakdown
Shows tax grouped by rate:

• GST 0%
• GST 5%
• GST 12%
• GST 18%
• GST 28%

Helps with:

• Tax clarity
• GST reporting

Net Total
Total before discount and rounding.

Cash Discount
Manual discount option
Reduces total and can trigger recalculation (based on your tax settings)

GST (Overall)
Total tax amount.

Round Off
Manual rounding adjustment.

Grand Total
Final payable amount

Used in:

• PDF
• Reports
• Invoice conversion

11.6 Additional Notes

Free text field
Visible in PDF

Used for:

• Payment terms
• Delivery timeline
• Special instructions

11.7 Terms and Condition Dropdown

Navigation Path:
Sales Module → Setting  →   Quotation  →  Other Setting and Click (+) 

Pulls predefined T&C templates from Settings.
User can choose from available templates.
Appears at the bottom of the quotation PDF.

1.1 Edit (✏)
Opens the quotation in edit mode.

1.2 Share (📤)
Allows sending quotation via:

• Email
• WhatsApp

1.3 Download (⬇)
Download a PDF copy.

1.4 Print (🖨)
Opens print-ready format.

1.5 More Options (⋮)
May include:

• Duplicate
• Delete

8.1 Company Details
Pulled from Business Settings, such as:

• Company name
• Address
• Contact number
• Email
• Website
• GSTIN

8.2 Billing Address
Pulled from Deal / Person contact details, such as:

• Customer name
• Contact
• Email

8.3 Quotation Details

• Quotation number
• Quotation date

8.4 Product Table
Typical columns:

• S No
• Name
• Qty
• Rate
• GST %
• Amount

Total amount

Behavior:

• Automatically calculated totals

8.5 Total Section
Shows:

• Net amount
• Round off
• Grand total

8.6 Bank Details
Pulled from Settings, such as:

• Bank name
• Branch
• Account number
• IFSC
• UPI ID
• QR code

8.7 Terms and Conditions
Pulled from Settings.

Each row represents one quotation.

1.1 Checkbox
Used for bulk actions such as Bulk Delete.

1.2 Quotation Number
Example:
FY-412-2025-26

Notes:

• Series is configurable based on business preference.
• Quotation number is the unique identifier.

1.3 Status Badge
Example:
Draft

Possible statuses:

• Draft
• Sent
• Approved
• Rejected
• Converted

Status affects what actions are allowed.

1.4 Party Name
Customer linked to the quotation.

1.5 Amount
Total quotation amount.
May include GST depending on calculation settings.

1.6 Date
Creation date or quotation date (based on configuration).

1.7. Clicking a Quotation (Preview Behavior)

1.8 What Happens When You Click a Quotation?
A right-side preview panel opens.

1.1 Search (Ctrl + K)

Search Bar
Used to quickly find quotations by:

• Quotation number (example: FY-412-2025-26)
• Party name

Behavior:

• Real-time filtering
• Does not change data, only the displayed list

1.2 Sort Option

Sort Icon

Clicking the Sort icon opens sort options.

Sort By:

• Creation date
• Modification date
• Quotation number
• Due date
• Amount
• Party name

Order:

• Ascending
• Descending

What Happens When Sort Is Applied?

The system:

• Reorders the quotation list
• Does not modify any quotation data
• Only changes the display order

1.3 Filter Option

Filter Icon

Clicking the Filter icon opens a right sidebar.

Filter options can include:

• Person name
• Organization name
• Created date
• Item
• Amount
• Created by
• Country
• State
• City

1.4 When User Clicks Submit

The system:

• Applies filters
• Shows only matching quotations
• Updates the quotation count accordingly

Reset:

• Clears all applied filters

Navigation Path:
Sales Module → Quotation

Page Header Section

Title: Quotations (7)

Shows the total number of quotations in the system.
Updates automatically when a new quotation is created.

Includes all quotation states:

• Draft
• Final
• Sent
• And More

1.1 What is the Quotation Module?

The Quotation Module is used to create and share formal price quotations with customers based on deal and product details. It helps businesses generate standardized quotations quickly, maintain a complete quotation history, and track quotation movement from creation to approval and conversion.

Quotations are typically created after a lead is qualified and converted into a deal, once:

• Product selection is finalized
• Quantity is confirmed
• Pricing is agreed internally
• Commercial terms are clear enough to share with the customer

1.2 Why the Quotation Module is Important

The Quotation Module ensures:

• Professional quotation documents are generated in a consistent format
• Pricing and product details remain structured and traceable
• Quotations are stored deal-wise for future reference
• Teams avoid manual errors and repeated formatting work
• Owners and managers get visibility into quotation activity and pipeline movement