Quotation Features

Professional Quotation Software for Winning More Business

Create impressive price quotes with validity periods, detailed terms, and one-tap conversion to invoices. Win more deals with professional quotations that stand out.

QUOTATION

#QUO-001
Date: 08 Dec 2024
Valid Until: 07 Jan 2025
Items:
Website Design - ₹30,000
Development - ₹70,000
Subtotal: ₹1,00,000
GST (18%): ₹18,000
Quote Total: ₹1,18,000

Payment Terms: 50% advance, balance on delivery

Complete Quotation Management Features

Everything you need to create professional quotes, track responses, and convert to invoices

Validity Period

Set quote expiry dates - 7, 15, 30 days, or custom. Clearly display "Valid Until" date on quotes to encourage quick decisions from prospects.

  • Preset validity options
  • Custom expiry dates
  • Auto expiry reminders
  • Extend validity easily

Convert to Invoice

When prospect accepts your quote, convert it to a tax invoice with one tap. All details auto-fill - just update date and you're done!

  • One-tap conversion
  • Auto-fill all details
  • Link quote to invoice
  • Track quote acceptance

Voice Input

Create quotations by speaking. Just say "Website development 80000 rupees" and Billmator adds it. Perfect for quick quotes on client calls.

  • Natural language processing
  • Hindi & English support
  • Works offline
  • Real-time feedback

Quote Revisions

Client wants changes? Create revised quotes easily. Track all versions - v1, v2, v3. See what changed between versions for complete transparency.

  • Multiple versions per quote
  • Revision history
  • Compare versions
  • Track negotiations

Terms & Conditions

Add payment terms (50% advance, balance on delivery), delivery timeline, warranty period, and special conditions. Save templates for reuse.

  • Payment terms templates
  • Delivery schedules
  • Warranty information
  • Special conditions

Package Options

Present multiple pricing tiers - Basic, Standard, Premium. Let clients choose the package that fits their budget. Increases conversion rates.

  • Multiple package tiers
  • Side-by-side comparison
  • Feature inclusions/exclusions
  • Recommended package highlight

Professional PDF Templates

Beautiful, professional PDF quotations with your logo and branding. Multiple templates to choose from. Looks better than competitors' quotes.

  • Multiple modern templates
  • Custom business branding
  • Logo & colors
  • High-quality output

Follow-up Reminders

Set reminders to follow up with prospects. Track quote status - Sent, Viewed, Accepted, Rejected. Never miss a follow-up opportunity.

  • Auto follow-up reminders
  • Status tracking
  • Response time analytics
  • Conversion tracking

Quote Analytics

Track quote performance - acceptance rate, average quote value, time to conversion. Identify what works and improve your quote-to-sale ratio.

  • Acceptance rate tracking
  • Average quote value
  • Win/loss analysis
  • Response time metrics

Prospect Database

Save prospect details, quote history, response patterns. When they accept, auto-convert to customer. Complete prospect-to-customer journey.

  • Unlimited prospect storage
  • Quote history per prospect
  • Notes and interactions
  • Auto-convert to customer

Service/Product Catalog

Create catalog of your services and products with standard prices. Add items to quotes instantly. Maintain consistent pricing across quotes.

  • Unlimited catalog items
  • Standard pricing
  • Quick item selection
  • Custom descriptions

Instant Sharing

Share quotes instantly via WhatsApp, email, or any app. Track when prospect opens the quote. Fast delivery means faster decisions.

  • WhatsApp direct share
  • Email with PDF attachment
  • Print option
  • Save to device

Quotation vs Invoice: What's the Difference?

Understanding when to use quotes vs invoices

Aspect Quotation Invoice
When to Use Before sale (proposal stage) After sale (for payment)
Purpose Price proposal to win business Request payment for delivered goods/services
Validity Has expiry date (e.g., 30 days) No expiry (payment due date instead)
GST Status Estimate only (not for GST filing) Tax invoice (used in GST returns)
Can Change Yes, create revisions easily No, use credit note for changes
Payment Not yet paid Due/paid
Billmator Feature Convert to invoice in 1 tap Track payment status

Pro Tip: Always send a quotation before starting work on custom projects. Once accepted, convert it to an invoice with one tap. This keeps clear documentation of agreed pricing and terms.

Ready to Win More Business with Professional Quotes?

Join 10,000+ Indian businesses using Billmator for professional quotations