Quote first, then sell
Give the customer a priced offer with VAT, and keep a record of it.
- VAT worked out for you
- A register of every quotation
- Carry it on to an order
What is inside
Quotations your team can follow up
Prepare it, send it, find it again.
Priced lines
Add items, quantities and rates, and see the total.
VAT included
VAT at 13% by default, inclusive or exclusive.
A register
Read every quotation you have made, in one list.
Price levels
Prices from your price levels apply by date.
Attachments
Attach files to the quotation.
On to an order
Move an accepted quotation forward as an order.
How it works
A quotation in three steps
The start of the sales cycle.
- 1
Choose the customer
Pick the party you are quoting.
- 2
Add the items
Enter quantities and rates. VAT is added for you.
- 3
Keep it on record
Save it and find it later in the register.
A sample quotation
Lines, VAT and a total
The customer sees what they pay, line by line.
Lines
Each item with its quantity and amount.
VAT
Worked out at the rate you set.
Total
What the customer would pay.
| Item | Quantity | Amount |
|---|---|---|
| Item X | 10 | 50,000 |
| Item Y | 5 | 50,000 |
| VAT 13% | - | 13,000 |
| Total | 15 | 1,13,000 |
Sample figures, not a real company. Amounts in rupees.
Common questions
Questions about quotations
Short answers.
Can I turn a quotation into an order?
Yes. The sales cycle runs from quotation to order, delivery and invoice.
Is VAT added for me?
Yes. VAT is 13% by default, and prices can include it or not.
Can I see all my quotations?
Yes. The quotation register lists every one.
See Hexabooks with your own numbers
Tell us a bit about your business and we will set up a walkthrough.