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Quote withdrawn before client response.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