Online sales quote generator for small business traders
Online sales quote generator by Catalystk is a web-based quotation maker software specifically developed for small business traders to generate professional sales quotations. An online sales quote maker serves as one of the best tools to generate and accelerate the quoting process. The online quotation software reduces the quotation creation time by providing easy data access, flexibility to work remotely, and share sales quotations online. Quotations can be generated with the required information about the seller, customer, product or services offered, price list, GST details, and other business information. The software with its enhanced business growth tools simplifies the quotation to sales process while maintaining data accuracy and improving productivity in business. Catalystk online sales quote generator is integrated with 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 online sales quotation software to generate, revise and email sales quotations with product images, tax amount, and tax total.
Catalystk provides sales quotation format online which is completely editable and adaptable to quick changes. Sales quotations generated using the software can be revised n number of times with new item lists, price lists, and unique revised quote numbers. Using the application, you can design, personalize and share quotations based on varied customer requirements. Some of the built-in tools include adding product images, header and footer images, custom data, subject, notes, company logo, digital signatures, etc. You can email quotation pdf using the email template provided by the applications along with file attachments. Also, you can print, download quotations with the company's letterhead image.
Steps to create and send sales quotes using online sales quoting 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 "Download", "Print", "Mail" options to send the quotation to the customer.
Steps to generate quotation with images:
- Click on Print settings
- Enable Image -> Click Save and Now generate a quotation.
Online sales quote generator features:
- Quotation with images
- Quotation grouping products
- Revised Quotation
- Quotation without image
- Email Quotation
- SMS Quotation
- Quotation Follow-ups
- missed quotation follow-ups
- Proforma Invoice
- Sales Order
- DC
- Invoice
- Sales Projections
- Sales achievements
- Deals management
- Task management
- Leads management
- Return Received
- HSN Code
- GST Calculations
- Finance management
- General Ledger
- Client Ledger
- Supplier Ledger
- Pending Payments
- Balance Sheet
- 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
- Manufacturing
- Bill of Materials
- MRP(Planning)
- Job Work / Job Order
- Work Order
- Manufacturing process
- Grouping
- Follow Up
- Excel Uploads
- Excel Download
- Automated Sales Order, Invoice mailing system
- Reports
Catalystk online quotation maker software offers a fully integrated system to ease quotation creation, tracking, and sales reporting.
The online quotation template by Catalystk is integrated with add-on tools to automate quotation creation, tracking, and sales workflows. The software's CRM tools ease quotation tracking where you can assign quotations to a sales representative along with a follow-up reminder notification. You can monitor and keep track of customer-wise quotations shared, approved, and retrieve excel reports of the same. An approved sales quote can be converted into a tax invoice along with the payment details. Some of the useful reports produced by the software include sales projections, product sales reports, profit margin reports, etc.
Steps to convert a sales quote into a tax invoice using online quotation making 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.
- Use the "Download", "Print", "Mail" options to retrieve a tax invoice.
