Quotation details
REF —Client / Bill to
GST type
Line items
| Vertical | Description | HSN/SAC | Qty | Unit | Rate | Disc % | GST % | Amount |
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No line items yet. Add from the catalogue or a blank line.
Notes & terms
Saved quotations
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| Reference | Date | Client | Prepared by | Status | Total | Actions |
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Company profile
These details appear on every quotation and the header. Saved to the database.
Bank details (for accepted quotations)
Default terms & conditions
Data backup
All quotations and users are stored in the shared database on the server. To back up, copy the data/ folder on the server (it holds quotations.db). Schedule a regular copy for safety.
Team members
Employees prepare and manage their own quotations. Admins manage everything.
| Name | Username | Role | Status | Actions |
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