Clients
Client management that saves time every day.
Save client billing details once: GSTIN, address, state and phone. Quotera pulls them into every quotation and invoice.
Features
Every client, organised
GSTIN and state saved
Accurate tax handling across quotations and invoices.
Billing address ready
No retyping. Documents pick the right client details.
History per client
See quotations, invoices and payments together.
Faster quoting
Create new quotations in minutes with saved client data.
Cleaner follow-ups
Dues and payments stay tied to the right client.
Made for small teams
Simple, fast and designed for service providers.
Stop retyping client details
Add a client once and every document after that is a few taps away.
FAQ
Questions, answered
What client details can I save in Quotera?
Store client name, GSTIN, billing address, state, phone, and other billing fields once and reuse them on quotations and invoices.
Why save GSTIN and state for each client?
Correct state and GSTIN help you pick CGST + SGST vs IGST on documents and keep tax handling consistent.
Can I see all documents for one client?
Yes. Client records connect to their quotations, invoices, and payment history in one workflow.
Is client management included for free?
Yes. The client directory is part of the core Quotera workflow and is free.