Quotations — quote, accept, invoice

Send a price quotation your customer can open on WhatsApp and accept with one tap, track seen/accepted/declined, revise versions, and convert the agreed quote into a GST invoice at the same prices.

3 min readUpdated 14 Sep 2026

In this guide

Send a customer a proper price quotation they can open on WhatsApp and accept with one tap — then turn the accepted quotation into a GST invoice at the same prices. Built for services, custom work, bulk orders and B2B deals where the price is agreed before the bill.

Make a quotation

Create it

Open Your site → Quotations and press New quotation. Type the customer's name, then list what you're quoting — each line has a name, an optional description (prints in small text under the item), quantity, price, GST rate and an optional discount. A Valid till date is pre-filled 7 days out; change or clear it as you like.

Send it on WhatsApp

Press Send on WhatsApp — the customer gets a link to a clean page with your logo, the items, the total, and two buttons: Accept (they type their name, which is recorded with the date as their acceptance) or Decline (with an optional reason). On your own domain, the link lives on your domain.

Watch it move

The quotation page shows a live trail — sent, seen by the customer, accepted or declined and by whom. The list page carries three cards above the rows: Awaiting response (the value still open), Accepted (agreed but not yet invoiced, with how many are waiting to convert) and Win rate — the share of answered quotations that were accepted. Chips filter the list, and the search box finds a number or a customer.

Convert to an invoice

Once agreed, press Convert to invoice — a GST invoice is created at the QUOTED prices (never re-priced), numbered in your normal invoice series, ready to print or WhatsApp with a scan-to-pay UPI QR if you've set one up.

Changing a quotation

While it's a draft or sent, just Edit it. After the customer has answered (or it expired), press Revise — a new version is created with a fresh link, the old link shows “a newer version exists”, and the version number (Rev 2, Rev 3…) prints on the document. Prices are never changed silently on a link you already sent.

A quotation is not a tax invoice. It never enters your GST reports and never uses an invoice number — the document says so in print. GST shown on a quotation is an estimate; the real tax math happens on the invoice you convert it into.

Numbers & printing

Quotations get their own simple series (QTN-0001, QTN-0002…) separate from invoices. Print uses the same designer as your invoices — your chosen design, brand colour, fonts and show/hide switches (including “Prepared by”) apply automatically.