Quotation Management Software for Manufacturers, Traders & Service Businesses
Quote Se Invoice Tak โ Excel Ke Bina, Minutes Mein ๐งพ
Websicon sets up quotation management software for Indian businesses. Your sales team creates GST-compliant quotes from a product and price master in about two minutes, shares them on WhatsApp and email, sees when the customer opens them, gets follow-up reminders and converts accepted quotes into invoices with one click. It is a one-time setup on your own server, with no per-user monthly fees.
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Every quote is made in Excel or Word, takes 30โ60 minutes, and looks different depending on who made it
Nobody knows which quotes were sent, opened or followed up โ so enquiries go cold and the buyer orders from a competitor
Accepted quotes are re-typed into invoices and orders, causing pricing, discount and GST mistakes
What Is Quotation Software?
Quotation management software is a system for creating, sending, tracking and converting sales quotations. It replaces Excel and Word quotes with branded templates that pull products, prices, discounts and taxes from a single master, so every quote is accurate, consistent and ready in minutes.
For Indian businesses it handles GST automatically โ CGST + SGST for customers in your state and IGST for other states, with HSN/SAC codes on every line. It also supports approval steps for large discounts, separate price lists for dealers, distributors and retail, validity dates, payment terms, and export pro-forma invoices in USD or EUR.
Quotes are shared as PDF links on WhatsApp and email, and you can see when the customer opens them. The system reminds salespeople to follow up, keeps every revision (Rev 1, Rev 2, Rev 3) against the enquiry, and once a customer accepts โ even online with a click โ the quote converts into a sales order or invoice with no re-typing.
For most businesses we configure the proven estimates and proposals modules of Perfex CRM, which also gives you leads, customers, invoicing and payment reminders in one place. Where pricing is complex โ configurable products, bills of materials, sheet/weight-based or formula-based rates โ we build custom quoting (CPQ) on top.
Quotation Software Features
GST Quotation Templates
Branded quotation format with your logo, GSTIN, HSN/SAC codes, CGST/SGST/IGST split, bank details and terms. One look for every salesperson.
Product & Price Master
Pick items from a searchable catalogue; rates, units, images and tax fill automatically. Separate dealer, distributor, retail and export price lists.
Quotation on WhatsApp
Send the quote as a PDF link on WhatsApp or email in one click, see when it is opened and let the buyer accept or ask for changes online.
Follow-Up Reminders
Every open quote gets a follow-up date. Salespeople and managers are reminded automatically, so no enquiry is forgotten.
Revisions & Approvals
Keep every revision against the same enquiry. Discounts above a limit go to a manager for approval before the quote is sent.
Quote to Invoice
Convert an accepted quote into a sales order, pro-forma or GST tax invoice with one click โ then sync it to Tally.
Export Quotations
Pro-forma invoices in USD, EUR or AED with Incoterms (FOB, CIF, EXW), port details and validity for exporters.
Mobile Quotation Maker
Field sales teams create and send quotes from their phone browser at the customer site โ no laptop needed.
Quotation Reports
Quotes sent, won and lost by salesperson, product and customer, plus pending follow-ups and conversion rate on one dashboard.
What's Included
Excel vs Billing App vs Quotation Management Software
Billing apps can print an estimate. Quotation management software is built to win the order โ tracking, follow-ups, revisions and approvals included.
| Capability | Excel / Word | Billing app | Quotation management software |
|---|---|---|---|
| Time to make a quote | 30โ60 minutes | 5โ10 minutes | About 2 minutes |
| GST & HSN calculation | Manual | Automatic | Automatic |
| Dealer / export price lists | Separate files | Limited | Built in |
| Send on WhatsApp with view tracking | No | Share PDF only | Yes |
| Follow-up reminders | No | No | Yes |
| Revisions & discount approvals | No | No | Yes |
| Lead & enquiry pipeline | No | No | Yes (CRM included) |
| Quote to invoice | Re-typed | Yes | Yes, with Tally sync |
| Win / loss reports by salesperson | No | Basic | Yes |
Our Process
Study
Share a sample quote. We review your formats, pricing rules and approval flow.
Configure
Products, price lists, taxes and branded templates are set up and imported from Excel.
Connect
WhatsApp, email and invoicing or Tally are linked.
Launch
Your sales team is trained and starts quoting from day one โ usually within 7โ10 working days.
Quotation Software Packages
One-time setup on your own server โ no per-user monthly fees. Share a sample quote on WhatsApp for a fixed price within one working day.
Quote Setup
- Perfex estimates & proposals
- GST templates
- Product master
- Email sending
- 30-day support
Sales Quotation System
- Approval workflow
- WhatsApp sending
- Follow-up reminders
- Quote-to-invoice
- Reports
- 60-day support
Custom Quoting (CPQ)
- Configurable products & BOM
- Formula-based pricing
- Export pro-forma
- ERP / Tally sync
Quotation Software by Industry
Every industry quotes differently. We configure the templates, price rules and fields your buyers expect.
Quotation Software for Manufacturers
Item codes, drawings and technical specs on the quote, MOQ and lead time, dealer price lists, and export pro-forma for overseas buyers. Ideal for machinery, engineering, plastics, packaging and chemical units.
Quotation Software for Traders & Distributors
Thousands of SKUs with brand-wise price lists, quantity slabs and scheme discounts. Reply to IndiaMART and TradeIndia enquiries with a GST quote in minutes instead of hours.
Quotation Software for Contractors & Fabricators
Item-wise BOQ with material plus labour, rate per sq.ft, running metre or kg, and stage-wise payment terms. Suited to civil, electrical, HVAC, solar, steel fabrication and interior work.
Quotation Software for IT & Service Companies
Proposals with scope, milestones, AMC and recurring charges, accepted online by the client and converted to recurring invoices automatically.
Industries We Serve
Related Services
Perfex CRM Setup โ
The CRM platform behind most of our quotation setups.
AI CRM Automation โ
Automatic WhatsApp follow-ups on every quote you send.
Custom Software Development โ
Custom CPQ for configurable products and formula pricing.
API Integration โ
Connect quotes to Tally, ERP, IndiaMART leads and payment gateways.
Frequently Asked Questions
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