New: collect payments with a UPI QR on every quotation and invoice. See how

Quotations, orders and GST invoices

Make a quotation, turn it into an order and an invoice without typing again.

  1. Press New → New quotation. Pick the customer and add products. Prices, discounts and GST fill in.
  2. CrmGro works out CGST and SGST, or IGST when the customer is in another state, from the GSTINs.
  3. Share it on WhatsApp or email as a link, or download the PDF.
  4. When the customer agrees, open the quotation and press Create sales order, then Create invoice. Nothing has to be typed again.
  • Proforma invoices for advance payment.
  • Delivery challans for goods sent before the invoice.
  • Numbers follow your own prefix and restart every April.

TipSet your logo, bank details, UPI ID and terms once in Print settings. They appear on every document.

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