Raised from a lead, and then gone
A quotation is often the reason a lead becomes a customer. Raising one from the lead created it and then lost it.
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What was happening
Press New quotation on a lead, fill it in, press Create and open. The quotation was created (the server said so) and then it was nowhere. Not on the lead’s Quotations tab, not attached to anybody, and if you found it by another route it would have printed with no name and no address on it.
The same was true of sales orders, proforma invoices, invoices and credit notes. Measured before the fix: fifteen of fifteen checks failing on leads. Everything raised from a customer worked correctly, which is why this went unnoticed.
Three faults, one cause
The link was dropped in silence
The payload has always accepted the lead, and the document table has carried the column since it was written, with a note explaining that a quotation may be raised before the lead becomes a customer. The allow-list every write passes through was never told. So the link went in and did not come out.
So the record was right to show nothing
The lead’s Quotations tab looks for documents pointing at that lead. None of them pointed anywhere.
And the document had nobody on it
The name and address are copied onto a document when it is raised, from the customer. With no customer, that came back empty. The quotation would have gone out addressed to nobody. It now falls back to the lead: company, contact, email, phone, address.
Proforma invoices, while we were there
A proforma invoice had no tab on a lead or a customer, and no way to raise one from either: the one sales document nobody had added to the lists. It has both now, and it is in the + New menu with the rest.
That menu offered only Quotation and Invoice under Documents. Sales orders, proformas, credit notes and delivery challans were reachable only by navigating to their own list first. All six are on it now, each shown only to somebody permitted to raise it.
Does this affect anything existing?
Documents raised from a lead before this fix exist but are not attached to anything. They keep their numbers and their figures; they simply have no record pointing at them. If you have one, open it and set the customer, or raise it again from the lead now that it works.
Nothing raised from a customer is affected: that path was correct throughout.
The whole chain is now checked on every build: five document types, two record types, link stored, addressed to somebody, and visible on the tab it belongs to.
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Start with what you need. Grow into the rest.
Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.
CRM + Sales Documents
Leads, customers and deals, with quotations and GST invoices
Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹234.82 / user / month incl. GST
- Leads, customers, companies and deals
- Quotations, sales orders and GST invoices
- Your own mailbox, with replies filed against the record
- Reports, dashboards and exports
- Documents, folders and sharing
- Exhibitions: visiting card scanning, and what each fair earned
- Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
- CRM
- Sales documents
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
CRM + Sales Documents + Subscriptions + Warranty
For a business that bills on a cycle and stands behind what it sells
Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹470.82 / user / month incl. GST
- Everything in CRM + Sales Documents
- Recurring billing, plans, add-ons and coupons
- Warranty registration and claims
- Items and stock, which warranty is held against
- Recurring revenue reporting
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
- CRM
- Sales documents
- Subscriptions
- Warranty
- Inventory
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
Full Suite
Every module, switched on
Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹706.82 / user / month incl. GST
- Every module in the product
- Procurement, Inventory, Manufacturing and Quality
- Books, GST returns, TDS and payroll
- Projects, timesheets and billing
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
- CRM
- Subscriptions
- Sales documents
- Vendors
- Procurement
- Inventory
- Manufacturing
- Quality
- Books
- Accountant
- Projects
- Warranty
- Documents
- Notifications
- Reports & analytics
- Settings
- Point of sale
- Exhibitions
- Channel Partners
- Cross-sell
- Targets & Commission
5 GB storage per workspace (organisation)
Only want this one module?
Individual modules are sold on their own alongside the plans. See every module’s price.
What about storage?
A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.
Annual or monthly?
Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.
See it with your own data
Start free, import a spreadsheet of your customers, and raise a real GST invoice in the first ten minutes. No card, no sales call.