GST quotations
GST quotations, straight from the deal.
Build a quote on your own letterhead with the GST split and your terms, numbered per account from Q-00001. Discounts go through approval, and the finished quote prints or saves as a PDF.
How it works
From request to PDF without leaving the CRM.
- Step 1
Build the quote
Add the items for the customer on your letterhead, with the GST split and your standard terms.
- Step 2
Approve the discount
If a rep offers a discount, it goes through your approval workflow before the quote goes out.
- Step 3
Send it as a PDF
Print it or save it as a PDF, numbered for that account, and follow it up like any other deal.
What's included
Quotes that look like your company sent them.
Why it matters
The quote is where deals are won or stall.
In B2B sales the quotation is often the first document a buyer forwards to someone else, so it has to look right, carry the right tax, and arrive while the conversation is still warm. When quotes live in separate Word or Excel files, they drift from the price list, discounts slip through, and nobody knows what's sitting in pending quotes.
Keeping quotations inside the CRM ties each one to the company, the deal and the visit that led to it, so the follow-up happens and the pipeline shows real money rather than guesses. New buyer from a trade show? Scan their card and they're ready to quote.
FAQ
Quotation questions.
What does a GST split on a quotation mean?
An Indian quotation shows the tax broken out rather than as one number: CGST and SGST for a sale within the same state, or IGST for a sale to another state. Field CRM shows the GST split on each quotation, alongside your letterhead and terms.
How are quotations numbered?
Per account, starting from Q-00001, so every quote has a clean reference for calls and follow-ups.
How do discount approvals work?
Discounts go through an approval workflow, so margin decisions stay with the people who should make them.
Can we see every quote in one place?
Yes. Quotes sit in a sortable, filterable table, and on the Advance plan you can report on quotation counts and value by status.
Works with
Before and after the quote.
Ready when your field team is.
Sign in and start the same day. No IT setup, no training weeks, and no data migration needed before you see value.
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