Quotation Management Software for Manufacturers, Traders & Service Businesses
Quote Se Invoice Tak — Excel Ke Bina, Minutes Mein 🧾
Websicon sets up quotation management software for Indian businesses, so sales teams create GST-compliant quotes from a product and price master in minutes, share them on WhatsApp and email, track who has viewed them, get follow-up reminders and convert accepted quotes into invoices with one click.
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Every quote is made in Excel or Word, takes hours, and looks different depending on who made it
Nobody knows which quotes were sent, viewed or followed up — so deals go cold
Accepted quotes are re-typed into invoices and orders, causing pricing and tax 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 and consistent.
For Indian businesses it handles GST automatically — CGST, SGST or IGST with HSN/SAC codes — and supports approval steps for large discounts, multiple price lists for dealers and retail, validity dates, terms and conditions, and export pro-forma invoices in foreign currencies.
Quotes can be shared as PDF links on WhatsApp and email, and you can see when a customer opens them. The system reminds salespeople to follow up, and once a customer accepts, the quote converts into a sales order or invoice with one click — no re-typing.
For most businesses we configure the proven estimates and proposals modules of Perfex CRM, which also gives you leads, customers and invoicing in one place. Where pricing is complex — configurable products, bills of materials or formula-based rates — we build custom quoting on top.
What's Included
Our Process
Study
We review your current quote formats, pricing rules and approval flow.
Configure
Products, price lists, taxes and templates are set up in the system.
Connect
WhatsApp, email and invoicing or Tally are linked.
Launch
Your sales team is trained and starts quoting from day one.
Quotation Software Packages
Scope depends on your products, pricing rules and integrations — 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
- Configurable products & BOM
- Formula-based pricing
- Export pro-forma
- ERP / Tally sync
Industries We Serve
Frequently Asked Questions
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