Invoice and Quote maker software for small business traders
Invoice and quote maker by Catalystk is a web-based software suite for small business traders to quote products at proposed prices and issue invoices to clients efficiently. The online quotation maker and invoice maker offers professional templates to generate quotations and invoices with all the business details such as company logo, business letterhead, signatures, and sales terms. The web-based application provides quick and easy access to your client contacts, leads, business prospects, and product inventory, thereby helping you to generate and share all sales documents in less time and with less manual effort. Furthermore, the software serves as an ideal tool for businesses to generate GST-compliant quotations and invoices. You can monitor sales deals, improve sales, automate and systemize the key business process. Catalystk quote and invoice maker is an integration of Lifetime free GST billing software, free CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.
Catalystk provides quotation and invoice mail template to mail quotation and invoice PDF with product images, headers, footers, and custom data.
The quote and invoice maker helps salespersons to make quotations and invoices from anywhere. Also, it is inbuilt with mail templates that let you share the business proposals and invoices instantly with additional file attachments. The price quotes and invoices created can be further customized and personalized by adding product images, specifications, company logo, authorized signatory details, headers, footers, notes, and custom data. The software provides one of the best solutions to automate quote creation, approvals, generate revised quotes, and streamline the quotation-to-billing process.Steps to create a quotation using quotation software:
- Click the side menu option of "Home" and then click the "Quotation" tab.
- Click "New Quotation" -> Enter the customer, product details -> Click "save" to generate a quotation.
- Open any existing quotation -> Use the "print", "download" and "mail" options to send the quotation to the customer.
Steps to convert a quotation into a tax invoice using quotation and invoice software:
- In the "Invoice" tab click "New Invoice" -> Enter the quotation number in the search options provided.
- Click "Save" to generate an invoice from the existing quotation.
Quote and invoice maker features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- Quotation Follow-ups
- Missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice with tax
- Return Received
- Automated Sales Order, Invoice mailing system
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Profit and Loss
- Sales management
- Procurement Management
- Purchase Enquiry
- Vendor Identification
- Purchase Order
- Goods Received Note
- Goods Return
- Purchase Invoice Verification
- Purchase Invoice
- Pending Purchase
- Sales Work Flow
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Reports
Catalystk quotation and invoice maker is embedded with CRM tools to monitor the sales process, projections, transactions and retrieve sales reports.
Catalystk quotation and invoice software provide an integration of sales management with CRM tools that helps businesses analyze potential customers and win sales deals. The CRM features offered by the system include lead management, deal management, follow-up reminders, missed follow-up intimation, grouping, log conversations, assign quotations, monitor quotation status, record payments, track overdue invoices, transactions, ledgers, and other expenses. The software provides a complete picture of daily, weekly, and monthly sales projections, and sales reports along with customer-wise reports, quotation reports, product-wise sales reports, high selling reports, profit margins, and many more. To further simplify the sales process the system provides excel import and export options.
