Quotation Software — Branded PDF Quotes in Minutes | Pushpendra Connect

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Quotations

Quotations that turn into invoices and projectsBuild a quote from your price list, send it as a link the client opens on any phone, and when they say yes, nothing has to be typed again.Lead → Quotation → Sent → Accepted → Invoice → Project

From your products — Pick items from your products and services; prices and tax fill in.

Branded PDF — Your logo, colour and layout, numbered in your series.

Sent as a link — A PDF link that opens on any phone, sent from the dashboard or by the salesperson from the app.

Kept on the lead — Every quotation sent shows in the lead's and the deal's history.

Accepted to invoice — An accepted quotation becomes the invoice without retyping.

Won to project — The deal becomes a client and a project for the delivery team.

Every quote, and where it standsDraft, sent, accepted — see them all in one list, with the client and the amount.Frequently asked questionsCan salespeople send quotations from their phone?Yes. In the PT Connect app a BDE can send a quotation as a PDF link from the deal.Are quotations GST-ready?Yes, tax is calculated per line, as on invoices.Related

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