Customized Quotation Management Tool

Create, manage & share professional quotations in minutes—whether you run your business from a phone, tablet or office computer.


Features

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Masters – Your One‑Time Setup

Reference lists you fill once and reuse forever:

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:

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Quote withdrawn before client response.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:

1

Capture Details

Fill client & item details then save as Draft.

2

Create PDF

Tap “Create PDF” to compile a professional document.

3

Internal Checking

Manager reviews figures & branding.

4

Send to Client

Email or WhatsApp the PDF in one click.

5

Client Decision

Client approves, rejects, or requests changes.

6

Status Update

Record the outcome and update the quote’s status.

7

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.

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