Quotation Software with Order Conversion
A quotation is the first thing a prospective customer sees from you, and it is also the document most likely to get lost. QuickBillBook keeps every quote on record, lets you convert an accepted one into an order or invoice without retyping it, and connects it to the follow-up pipeline so it does not go quiet.
Why quotations get lost
Quotes live in Word and email
No record of who was quoted what, at what rate, or when.
Accepted quotes get retyped
The same thirty lines entered a second time to raise the invoice, with fresh chances to make a mistake.
Nobody follows up
Without a reminder, a quote that goes unanswered simply stays unanswered.
From quote to invoice
Proper quotation documents
Your terms, tax breakup, validity and item detail on a clean printed format.
One-click conversion
Convert a quotation to an order, proforma, challan or invoice without re-entering items.
Connected to the CRM
Quotation is a stage in the pipeline, with follow-up and negotiation after it.
Full quotation history
Every quote for a party, on the party record.
GST and SAC handled
Correct tax treatment for both goods and services.
The quotation cycle
- 1
Create the quotation and send it to the customer.
- 2
Track it through follow-up and negotiation in the CRM.
- 3
On acceptance, convert it to an order or straight to an invoice.
- 4
Track the payment against the party ledger.
Frequently asked questions
Can I convert a quotation to an invoice?
Yes, in one step, without re-entering the items.
Can I quote for services?
Yes. SAC codes and service tax treatment are supported.
Can I see all quotations for a customer?
Yes, on the party record.
Can I set a validity period?
Yes, it appears on the printed quotation.
Is quotation in every plan?
It is included from the Platinum tier upward.
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