Make a quotation

Step 1

Choose the client

Tap “+” and then “New quotation”. Pick a saved client, or tap “New client” and type their name and mobile; they're saved for next time.

1. 1Tap “+”, then “New quotation”
2. 2Search and tap the client, or tap “New client”

Tip: Starting from a client's page picks them for you.

Step 2

Check the dates and GST

A quote is valid for 15 days unless you choose otherwise. GST is set from the client's state: CGST + SGST in your state, IGST outside it.

1. 1Under “Dates and tax” tap “Change”, then pick 7, 15 or 30 days, or a date
2. 2Leave the tax as picked: without a GSTIN in Settings it's always “No GST”

Step 3

Add items and your rates

Tap an item under “Quick add from your list”, or “Add item” to type a new one. Fill in the quantity and your rate; the line total updates as you type.

1. 1Tap an item from your list, or “Add item”
2. 2Type the quantity and your rate
3. 3Change the unit if needed (sq.ft, job, day…)
4. 4“More details” has the description, HSN/SAC, GST rate and the optional add-on switch

Tip: Mark an item as an optional add-on and the client can choose it when accepting. It isn't in the total until they do.

Step 4

Add a discount and payment schedule

Both are optional. A discount comes off before GST. A payment schedule tells the client what to pay when; after they accept, they're asked for the first payment.

1. 1Tap “Add discount”, choose % or ₹ and type the value
2. 2Under “Payment schedule” tap “Full advance”, “50 / 50”, “30 / 40 / 30” or “My own”
3. 3“Terms and notes” come from your Settings; change them for this quote if needed

Step 5

Check and save

The bar at the bottom always shows the total. Tap the eye to see the quotation exactly as the PDF will look, then save.

1. 1Tap the eye button to preview
2. 2Tap “Save quote”

Tip: If you close the page before saving, Quotera offers to restore what you typed next time.