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<title>Customized Quotation Management Tool</title>
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<h1>Customized Quotation Management Tool</h1>
<p>Create, manage & share professional quotations in minutes—whether you run your business from a phone, tablet or office computer.</p>
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<h2 class="section-title" id="features">Features</h2>
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<div class="card"><h3>Data Entry via App</h3><p>Fill a simple form; all details land safely in the system.</p></div>
<div class="card"><h3>Create Quote on Any Device</h3><p>Generate a neat PDF from your mobile, tablet or desktop.</p></div>
<div class="card"><h3>Portrait & Landscape PDFs</h3><p>Pick the layout that suits your data.</p></div>
<div class="card"><h3>Item‑Level Photos</h3><p>Add pictures so customers know exactly what they’re getting.</p></div>
<div class="card"><h3>Auto‑Hide Unused Columns</h3><p>The PDF shows only the columns you need.</p></div>
<div class="card"><h3>Smart Views & Search</h3><p>Period‑wise, status‑wise or client‑wise views with instant search.</p></div>
<div class="card"><h3>Instant Calculations</h3><p>Subtotal, GST and grand total are auto‑calculated.</p></div>
<div class="card"><h3>Category‑Based Grouping</h3><p>Items fall under custom product categories automatically.</p></div>
<div class="card"><h3>Custom Terms</h3><p>Set payment & delivery terms once; they attach to every quote.</p></div>
<div class="card"><h3>One‑Tap Sharing</h3><p>Email or WhatsApp the PDF straight from the app.</p></div>
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<!-- Masters Section -->
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<h2 class="section-title">Masters – Your One‑Time Setup</h2>
<p>Reference lists you fill once and reuse forever:</p>
<ul>
<li><strong>Clients:</strong> Company name, address & tax details</li>
<li><strong>Projects:</strong> Project names, sites and key contacts</li>
<li><strong>Products / Services:</strong> Descriptions, prices & photos</li>
<li><strong>Terms:</strong> Payment, delivery, warranty notes</li>
<li><strong>Signatories:</strong> Names and digital signatures for approval</li>
</ul>
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<h2 class="section-title">What Happens Behind the Scenes?</h2>
<p>Three simple lists keep everything organised:</p>
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<div class="card"><h3>Quote Overview</h3><p>Stores customer, date and total amount plus status.</p></div>
<div class="card"><h3>Item Breakdown</h3><p>Lists each product or service with quantity and price.</p></div>
<div class="card"><h3>Client Directory</h3><p>Holds all customer information so you never retype an address.</p></div>
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<h2 class="section-title">How Quotations Are Stored</h2>
<p>The tool organises your Google Drive automatically:</p>
<ul>
<li><strong>Clients Folder:</strong> A master folder that holds everything.</li>
<li><strong>Client Folder:</strong> Created instantly for each new customer.</li>
<li><strong>Project Folders:</strong> Add multiple projects under each client.</li>
<li><strong>Quotation Folder:</strong> Stores every PDF generated for that project.</li>
<li><strong>Other Documents Folder:</strong> Keep drawings, specs and additional files together.</li>
</ul>
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<!-- Status Section -->
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<h2 class="section-title">Quotation Status – From Draft to Done</h2>
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<div class="status-card"><h4>Draft</h4><p>Details saved, PDF not created yet.</p></div>
<div class="status-card"><h4>Pending Checking</h4><p>PDF generated—awaiting internal review.</p></div>
<div class="status-card"><h4>Pending Sending</h4><p>Checked & cleared—ready to send to client.</p></div>
<div class="status-card"><h4>Pending Approval</h4><p>Quote shared with client; waiting for sign‑off.</p></div>
<div class="status-card"><h4>Approved</h4><p>Client gave the green light.</p></div>
<div class="status-card"><h4>Rejected</h4><p>Client declined the quote.</p></div>
<div class="status-card"><h4>Canceled</h4><p>Quote withdrawn before client response.</p></div>
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<h2 class="section-title">Quotation Workflow</h2>
<p>The journey every quotation follows:</p>
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<div class="step"><span>1</span><h3>Capture Details</h3><p>Fill client & item details then save as Draft.</p></div>
<div class="step"><span>2</span><h3>Create PDF</h3><p>Tap \"Create PDF\" to compile a professional document.</p></div>
<div class="step"><span>3</span><h3>Internal Checking</h3><p>Manager reviews figures & branding.</p></div>
<div class="step"><span>4</span><h3>Send to Client</h3><p>Email or WhatsApp the PDF in one click.</p></div>
<div class="step"><span>5</span><h3>Client Decision</h3><p>Client approves, rejects, or requests changes.</p></div>
<div class="step"><span>6</span><h3>Status Update</h3><p>Record the outcome and update the quote’s status.</p></div>
<div class="step"><span>7</span><h3>Archive & Track</h3><p>PDF is stored in Drive and visible for audits anytime.</p></div>
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<h2 class="section-title">Top 10 Benefits</h2>
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<div class="benefit"><h4>Saves Staff Costs</h4><p>Automates repetitive tasks so your team can focus on selling.</p></div>
<div class="benefit"><h4>Saves Time</h4><p>Create and send a quotation in minutes, not hours.</p></div>
<div class="benefit"><h4>Track Approvals</h4><p>Know exactly who approved and when—no chasing emails.</p></div>
<div class="benefit"><h4>Cloud-Based</h4><p>Access quotes from any device, anywhere in the world.</p></div>
<div class="benefit"><h4>Eliminates Errors</h4><p>Built-in checks ensure totals, GST and terms are always correct.</p></div>
<div class="benefit"><h4>Professional Look</h4><p>Consistent branding builds trust with every client.</p></div>
<div class="benefit"><h4>Instant Search & Filters</h4><p>Find any quotation by date, status or client in seconds.</p></div>
<div class="benefit"><h4>Digital Audit Trail</h4><p>Each action is time-stamped for full compliance.</p></div>
<div class="benefit"><h4>Accurate Tax Handling</h4><p>GST calculations are applied automatically and correctly.</p></div>
<div class="benefit"><h4>Scales Effortlessly</h4><p>From a handful of quotes to thousands—no slowdown.</p></div>
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