Quotations, proformas and orders now bill each piece of work once
The accountant's check went through quotations, proposals, proformas and sales orders. The same work could be billed twice through two roads, part invoices each carried the whole discount and freight, and statuses stayed behind when an order or invoice went. Each is now put right.
14 days free · nothing to install · your data exports whenever you want
What changed
One count across every road
What a quotation has given away is counted across invoices raised from it, sales orders raised from it and invoices raised through its proformas, together. A quotation billed in full cannot also become an order.
Part invoices add up
A flat discount and charges such as freight are shared across part invoices by the value each carries, and the last part carries what is left, so the parts add up to the quotation. A charge keeps its own levy.
Orders and proformas count what was invoiced
An order works out what it has invoiced from its invoices, so it never reads 14 of 10. A proforma reads Invoiced only when nothing is left on it, and comes back when its invoice is withdrawn.
Statuses follow
A quotation whose order is cancelled or deleted is offered again. A proposal whose quotation or invoice goes is accepted again. Nothing is declined or left to expire while something raised from it stands.
Proposals carry GST
A product typed into a proposal, not picked from your items, takes your default GST rate when converted. A draft proposal is not converted.
The customer as they are now
A conversion is addressed to the customer’s current address and GSTIN, and a place of supply that was simply their old state follows them.
Shipping follows the order
Goods ship for what is still ordered, less what was called off, and never against a cancelled or closed order or a quotation.
Does this change anything you already have?
Documents already raised are not changed. A quotation, proforma or order reads its status again the next time something raised from it changes.
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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.