Simplify your Sales Process with Quotations
Generate professional quotations in seconds, track their status, and seamlessly convert them into sales invoices.
Effortless Quotation Creation
Quickly create quotations for your products or services, or both. Customize tax settings, apply discounts, and set follow-up dates. Create quotations in any currency to cater to international clients.
Fully Customizable
Personalize quotations with your logo, templates, and custom formats. Ensure consistency and professionalism in every quote you send.
Share Instantly
Send quotations via WhatsApp, Email, or SMS directly from Hisab. Generate and download professional PDFs with ease.
Track & Manage Status
Monitor quotes as OPEN, WON, or LOST. Mark quotations as LOST when a deal doesn’t go through. If the opportunity revives, easily reopen lost quotations and continue the sales process without starting over.
One-Click Conversion to Sales
Instantly converts quotations into sales invoices with a single click. Hisab automatically updates the status to WON upon conversion.
Quote-Sale Linking
Maintain clear references between quotes and invoices. Every converted sale retains a reference to its original quotation. Print quotation numbers on sale PDFs for traceability.
Smart Discount Adjustment
When converting a quotation to an invoice, auto-adjusts discount mismatches by incorporating them into the rate.
Update Notifications
Whenever a quotation is updated, customers receive the latest version automatically. Ensures transparency and keeps clients informed.
Smart Suggestions
When converting a quotation to a sale, Hisab automatically suggests closing other open quotations for the same contact. You can choose which quotations to close or keep, ensuring a clean and organized sales pipeline.
Advanced Filtering & Search
Filter quotations based on date, contact, status, or other criteria. Quickly find the information you need without hassle. Quickly locate any quotation from global search.
