Quotation Preview (Read-only)

Quotation Preview (Read-only)

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.

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