Quotation and billing software for small business traders
Quotation and billing software integrated together serves as an ideal tool for small business sectors to manage and improve the sales processes. Catalystk offers one such invoicing software with quote management tools to manage and fulfill orders and automate the sales workflow. Using the quote invoice software salespersons can share professional-looking business proposals, streamline sales orders, track order-dispatch and generate GST compliant invoices. The software's customized templates and tools allow you to generate and share personalized sales documents based on varied customer and business requirements. The business growth software with its wide range of features provides a one-stop solution for businesses to handle sales deals and improve the overall profitability. Catalystk quotation and billing software 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 quotation billing software to print and mail quotations, tax invoices with product images, tax amount, tax total, custom payment terms, etc.
Catalystk quotation invoice software is best suited for small business enterprises to quote and bill the products/services offered. The software ensures quick quoting and billing while maintaining data accuracy. Quotations and tax invoices can be generated with product images, descriptions, discounts, tax amounts, total, payment terms, company logo, digital signatures, additional notes, and many more. The custom auto-generated number format provides quick data access using which price quotations can be revised, converted into tax invoices in a single click. All sales document pdf can be shared instantly via the print and mail templates provided.Steps to create a quotation using quoting and billing 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 quoting and billing 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.
Quotation and billing software 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 invoice and quotation software with CRM tools to monitor sales process, record sales transactions and retrieve sales reports.
The quotation and invoice software is integrated with add-on tools such as CRM, inventory, and reporting to simplify the sales process. Some of the features include lead management, follow-up reminders, missed follow-up intimation, stock management, monitoring quotation status, tracking payments, overdue invoices, and other business transactions. The software provides an all-in-one business solution to manage functional activities such as CRM, inventory, quoting, order management, billing, accounting, and service. Furthermore, the centralized storage of the software keeps data within your reach and provides 500+ daily business reports such as customer reports, invoice reports, product sales reports, and many more.
