How to Set up quotation?
Set up the Quotation module in Accomation.io by configuring GST registrations and quotation templates. A proper setup enables faster quotation creation, seamless conversion to invoices, and a streamli...
How to add quotation manually?
Create professional quotations manually in Accomation.io by selecting the transaction type, series, and customer details. Generate accurate quotations, simplify customer communication, and seamlessly ...
How to Edit a Quotation?
Edit existing quotations in Accomation.io to update customer details, pricing, items, or other transaction information. Keeping quotations accurate helps improve customer communication, maintain organ...
How to convert quotation to invoice?
Convert approved quotations into invoices with a single click in Accomation.io. This feature eliminates duplicate data entry, speeds up customer billing, maintains transaction accuracy, and streamline...
How to clone a quotation?
Clone an existing quotation in Accomation.io to quickly create a duplicate with a new quotation number. Save time, reduce repetitive data entry, and generate similar customer quotations with greater a...
How to preview quotation?
Preview your quotation in Accomation.io before sharing it with customers. Review the document layout, verify quotation details, and download or print professional quotations to ensure accuracy and a p...
How to download quotations in bulk?
Download multiple quotations at once from the Quotation Inbox in Accomation.io. Bulk downloading saves time, simplifies document management, and makes it easy to share, archive, print, or maintain quo...
How to convert multiple quotations to invoice?
Bulk convert multiple quotations into invoices in Accomation.io to speed up customer billing, eliminate repetitive data entry, and streamline your sales-to-accounting workflow with a single action.
How to add comments to a quotation?
Add comments to quotations in Accomation.io to improve team collaboration, maintain communication history, and share important notes during the quotation review and approval process. Comments help str...
How to configure the screen to show additional details in columns?
Use the Configure feature in the Quotation Inbox to customize the columns displayed on your screen. Show only the information you need to improve visibility, simplify quotation management, and increas...
How to filter out quotations?
Use the Filter feature in the Quotation Inbox to quickly find specific quotations using relevant search criteria. Filtering improves quotation management, speeds up document retrieval, and helps sales...
How to sort quotations number-wise, date-wise, party name-wise and amount-wise?
Use the Sort feature in the Quotation Inbox to organize quotations by quotation number, date, party name, base total, grand total, or status. Sorting helps you quickly locate records, improve producti...
How to delete quotations in bulk?
Delete multiple quotations at once using the Bulk Delete feature in Accomation.io. Remove unwanted quotations quickly, keep your Quotation Inbox organized, and simplify quotation management with minim...
Why Use the Quotation Module?
The Quotation module centralizes quotation creation, customer information, templates, pricing, and invoice conversion into one platform. By eliminating repetitive manual work and integrating quotation management with your accounting workflow, businesses can shorten sales cycles, improve document accuracy, maintain organized records, and deliver a better customer experience from quotation to invoicing.
Create Quotations
Generate professional quotations by entering customer details, products or services, pricing, taxes, terms, and validity information. Creating quotations within Accomation.io helps businesses prepare accurate proposals quickly, standardize customer communication, and reduce manual document preparation. Well-structured quotations improve sales efficiency while ensuring pricing consistency and organized business records.
Manage Quotation Templates
Quotation templates help standardize the appearance and content of your business quotations. By creating reusable templates with predefined layouts, terms, conditions, branding, and pricing formats, organizations can generate professional quotations faster while maintaining consistency across all customer communications.
Edit Quotations
Update quotation details whenever customer requirements, pricing, quantities, products, or business terms change. The Edit Quotation feature allows you to keep quotations accurate throughout the sales cycle without recreating documents, helping businesses respond quickly to customer requests and maintain version accuracy.
Convert Quotations to Invoices
Once a quotation is approved, convert it into an invoice with minimal manual effort. This eliminates duplicate data entry, reduces the risk of errors, and ensures that customer information, products, pricing, and tax details remain consistent throughout the billing process, improving operational efficiency and accounting accuracy.
Track Quotation History
Maintain a complete history of quotations created for each customer. Tracking quotation activity allows businesses to monitor revisions, review previous pricing, compare versions, and maintain a clear audit trail, making it easier to manage customer negotiations and future business opportunities.
Manage Customer Information
Store and maintain customer information alongside quotations to simplify document creation and improve relationship management. Centralized customer records reduce repetitive data entry, improve quotation accuracy, and enable faster generation of future quotations and invoices.
Apply Taxes and Business Terms
Configure GST, taxes, payment terms, validity periods, and other quotation conditions to ensure every quotation is complete and compliant with your business policies. Proper configuration helps customers receive clear pricing information while reducing billing disputes and manual corrections.
Generate Professional Documents
Create clean, professional quotations that are ready to share with customers. Well-formatted quotation documents enhance your company's professional image, improve customer confidence, and simplify the sales approval process while keeping quotation records organized for future reference.