Quotations
First, once: your registered details
Section titled “First, once: your registered details”Quotations → Quotation settings — enter your registered name, GSTIN, state, PAN and address. In the UAE / GCC enter your TRN.
These print on every quotation, and your state decides the tax split:
- Customer in the same state → CGST + SGST
- Customer in another state → IGST
- Export → zero-rated under LUT
Gulf VAT: UAE 5%, Saudi Arabia 15%, Oman 5%, Bahrain 10%. Qatar and Kuwait have no VAT.
Your price list
Section titled “Your price list”Services & prices starts with typical prices for websites, apps, SEO, Meta Ads and marketing. Change them to your own (admins only). You can also add AED / USD prices.
Make a quotation
Section titled “Make a quotation”- Open a lead → Create quotation (or a customer → New quotation).
- Add services from the catalogue — description, price, SAC and GST fill in by themselves.
- Add line or overall discounts. Totals update as you type, and tax is charged on the discounted value.
Quotations are numbered per company and financial year, e.g. QT/IN/2026-27/0001.
Discounts and approval
Section titled “Discounts and approval”If the discount is above the limit (10% by default), the quotation goes to your manager first. They get a notification and can approve or send it back with a comment. Nobody approves their own quotation. Change the rule in Quotation settings.
Send it to the customer
Section titled “Send it to the customer”Send to customer creates a private link — and emails it if the contact has an email.
- Copy the link or share it on WhatsApp. Copy it straight away — it isn’t shown again.
- The customer opens it without logging in, downloads the PDF and clicks Accept (typing their name) or Decline.
- Customer replied by phone? Use Record response.
What happens on Accept
Section titled “What happens on Accept”- The lead becomes Won.
- The company becomes a customer.
- You get a notification.
Changes after sending
Section titled “Changes after sending”Click Revise — a copy (…-R1) opens as a draft. The old link stops working.
Start the work
Section titled “Start the work”On an accepted quotation click Convert to project. The services, value and payment milestones (from lines like “50% advance”) are copied into a new project PRJ-0001. See Projects & tasks.
The PDF button on any quotation downloads an A4 PDF with your GSTIN / PAN / TRN, place of supply, SAC codes, tax breakdown, amount in words, payment terms and signature block.